|
326
|
Summit Trail Advisors
New York
|
$21M
|
+$19.8M
|
+86,696
|
+1,117%
|
|
|
327
|
University of Maryland Foundation
Adelphi,
Maryland
|
$20.9M
|
-$13.2M
|
-57,922
|
-38%
|
|
|
328
|
AssetMark Inc
Concord,
California
|
$20.7M
|
+$65.4K
|
+287
|
+0.3%
|
|
|
329
|
Cobblestone Capital Advisors
Rochester,
New York
|
$20.7M
|
-$316K
|
-1,386
|
-1%
|
|
|
330
|
Wind River Trust Company
Jackson,
Wyoming
|
$20.7M
|
–
|
–
|
–
|
|
|
331
|
|
$20.7M
|
–
|
–
|
–
|
|
|
332
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$20.5M
|
+$708K
|
+3,103
|
+3%
|
|
|
333
|
Washington Capital Management
Seattle,
Washington
|
$20.5M
|
+$18.1M
|
+79,506
|
+620%
|
|
|
334
|
Compass Advisory Group
Melville,
New York
|
$20.4M
|
+$446K
|
+1,956
|
+2%
|
|
|
335
|
University of Massachusetts Foundation
Newton,
Massachusetts
|
$20.4M
|
+$67K
|
+294
|
+0.3%
|
|
|
336
|
Everhart Financial Group
Dublin,
Ohio
|
$20.4M
|
+$262K
|
+1,147
|
+1%
|
|
|
337
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$20.3M
|
-$2.49M
|
-10,940
|
-11%
|
|
|
338
|
AJ Wealth Strategies
New York
|
$20.3M
|
+$7.37M
|
+32,325
|
+55%
|
|
|
339
|
Choreo LLC
Rockford,
Illinois
|
$19.8M
|
-$119K
|
-520
|
-0.6%
|
|
|
340
|
Howe & Rusling
Rochester,
New York
|
$19.6M
|
+$16.6K
|
+73
|
+0.1%
|
|
|
341
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$19M
|
-$6.38K
|
-28
|
-0%
|
|
|
342
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$18.9M
|
+$892K
|
+3,913
|
+5%
|
|
|
343
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$18.9M
|
+$46.5K
|
+204
|
+0.2%
|
|
|
344
|
Independent Financial Group
San Diego,
California
|
$18.8M
|
+$3.21M
|
+14,062
|
+20%
|
|
|
345
|
Retirement Capital Strategies
San Jose,
California
|
$18.8M
|
+$694K
|
+3,045
|
+4%
|
|
|
346
|
Rockbridge Investment Management
Syracuse,
New York
|
$18.5M
|
-$154K
|
-677
|
-0.8%
|
|
|
347
|
First Horizon Advisors
Memphis,
Tennessee
|
$18.5M
|
+$12.9M
|
+56,478
|
+210%
|
|
|
348
|
IFG Advisory
Atlanta,
Georgia
|
$18.4M
|
+$202K
|
+885
|
+1%
|
|
|
349
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$18.4M
|
+$1.1M
|
+4,827
|
+6%
|
|
|
350
|
Steward Partners Investment Advisory
New York
|
$18.4M
|
+$173K
|
+760
|
+0.9%
|
|
