|
301
|
HC Advisors
Sandy Springs,
Georgia
|
$41M
|
+$122K
|
+494
|
+0.3%
|
|
|
302
|
Parallel Advisors
San Francisco,
California
|
$40.7M
|
-$540K
|
-2,181
|
-1%
|
|
|
303
|
Monterey Private Wealth
Monterey,
California
|
$40.5M
|
+$2.25M
|
+9,082
|
+6%
|
|
|
304
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$40.5M
|
-$1.69M
|
-6,830
|
-4%
|
|
|
305
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$40.3M
|
+$456K
|
+1,845
|
+1%
|
|
|
306
|
Affiance Financial
St. Louis Park,
Minnesota
|
$40.2M
|
+$7.74M
|
+31,281
|
+25%
|
|
|
307
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$40.1M
|
+$92.8K
|
+375
|
+0.2%
|
|
|
308
|
Choreo LLC
Rockford,
Illinois
|
$40.1M
|
+$1.02M
|
+4,105
|
+3%
|
|
|
309
|
IFG Advisory
Atlanta,
Georgia
|
$40.1M
|
+$446K
|
+1,801
|
+1%
|
|
|
310
|
Quaker Wealth Management
Moorestown,
New Jersey
|
$40M
|
+$16.2M
|
+65,407
|
+74%
|
|
|
311
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$39.9M
|
-$787K
|
-3,181
|
-2%
|
|
|
312
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$39.1M
|
-$2.26M
|
-9,134
|
-6%
|
|
|
313
|
Evanson Asset Management
Carmel,
California
|
$38.9M
|
-$2.86M
|
-11,575
|
-7%
|
|
|
314
|
Proficio Capital Partners
Newton,
Massachusetts
|
$38.8M
|
+$23.1M
|
+93,549
|
+167%
|
|
|
315
|
Victory Capital Management
San Antonio,
Texas
|
$38.7M
|
-$1.62M
|
-6,562
|
-4%
|
|
|
316
|
Steward Partners Investment Advisory
New York
|
$38.3M
|
+$9.11M
|
+36,820
|
+33%
|
|
|
317
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$38.1M
|
-$591K
|
-2,389
|
-2%
|
|
|
318
|
Family CFO
Los Altos,
California
|
$38.1M
|
-$526K
|
-2,125
|
-1%
|
|
|
319
|
UMB Bank
Kansas City,
Missouri
|
$38.1M
|
-$58.4M
|
-235,930
|
-62%
|
|
|
320
|
Baker Avenue Asset Management
San Francisco,
California
|
$38M
|
+$190K
|
+766
|
+0.5%
|
|
|
321
|
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
|
$37.8M
|
–
|
–
|
–
|
|
|
322
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$37.7M
|
-$1.94M
|
-7,824
|
-5%
|
|
|
323
|
North Star Investment Management
Chicago,
Illinois
|
$37.1M
|
+$1.16M
|
+4,671
|
+3%
|
|
|
324
|
Concurrent Investment Advisors
Tampa,
Florida
|
$37.1M
|
+$1.45M
|
+5,865
|
+4%
|
|
|
325
|
Carlson Capital Management
Northfield,
Minnesota
|
$37M
|
-$57.7M
|
-233,246
|
-62%
|
|
