|
301
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$37.8M
|
-$1.35M
|
-6,099
|
-4%
|
|
|
302
|
Operose Advisors
Milwaukee,
Wisconsin
|
$37.7M
|
+$4.1M
|
+18,525
|
+13%
|
|
|
303
|
Parallel Advisors
San Francisco,
California
|
$37.7M
|
+$564K
|
+2,553
|
+2%
|
|
|
304
|
Greenline Partners
New York
|
$37.5M
|
+$2.01M
|
+9,104
|
+6%
|
|
|
305
|
Portfolio Strategies
Monsey,
New York
|
$37.4M
|
+$6.4M
|
+28,939
|
+22%
|
|
|
306
|
HC Advisors
Sandy Springs,
Georgia
|
$37.3M
|
+$635K
|
+2,873
|
+2%
|
|
|
307
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$37.2M
|
+$633K
|
+2,862
|
+2%
|
|
|
308
|
Victory Capital Management
San Antonio,
Texas
|
$36.9M
|
-$27.5M
|
-124,538
|
-44%
|
|
|
309
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$36.6M
|
+$776K
|
+3,510
|
+2%
|
|
|
310
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$36.5M
|
+$2.68M
|
+12,116
|
+9%
|
|
|
311
|
AllianceBernstein
Nashville,
Tennessee
|
$36.5M
|
+$2.12M
|
+9,578
|
+7%
|
|
|
312
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$36.4M
|
+$2.85M
|
+12,910
|
+9%
|
|
|
313
|
Bartlett & Co
Cincinnati,
Ohio
|
$36.4M
|
+$89.1K
|
+403
|
+0.3%
|
|
|
314
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$36.4M
|
+$89.1K
|
+403
|
+0.3%
|
|
|
315
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$36.4M
|
+$345K
|
+1,560
|
+1%
|
|
|
316
|
IFG Advisory
Atlanta,
Georgia
|
$36.1M
|
-$156K
|
-705
|
-0.5%
|
|
|
317
|
Karpus Investment Management
Pittsford,
New York
|
$36M
|
-$4.88M
|
-22,080
|
-13%
|
|
|
318
|
Choreo LLC
Rockford,
Illinois
|
$35.6M
|
+$2.33M
|
+10,543
|
+8%
|
|
|
319
|
United Capital Financial Advisors
Irving,
Texas
|
$35.5M
|
-$27.4M
|
-123,722
|
-45%
|
|
|
320
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$35.3M
|
-$556K
|
-2,515
|
-2%
|
|
|
321
|
Family CFO
Los Altos,
California
|
$35.3M
|
+$522K
|
+2,362
|
+2%
|
|
|
322
|
Monterey Private Wealth
Monterey,
California
|
$34.8M
|
+$658K
|
+2,978
|
+2%
|
|
|
323
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$34.5M
|
–
|
–
|
–
|
|
|
324
|
Baker Avenue Asset Management
San Francisco,
California
|
$34.5M
|
+$4.07M
|
+18,402
|
+14%
|
|
|
325
|
Financial Counselors Inc
Overland Park,
Kansas
|
$33.5M
|
+$5.2M
|
+23,506
|
+20%
|
|
