|
326
|
WealthPLAN Partners
Omaha,
Nebraska
|
$37.1M
|
+$681K
|
+2,632
|
+2%
|
|
|
327
|
Millennium Management
New York
|
$37M
|
-$10.4M
|
-40,333
|
-23%
|
|
|
328
|
Pacific Center for Financial Services
San Ramon,
California
|
$36.9M
|
+$257K
|
+993
|
+0.7%
|
|
|
329
|
Capitol Family Office
Beaverton,
Oregon
|
$36.9M
|
-$563K
|
-2,176
|
-2%
|
|
|
330
|
United Capital Financial Advisors
Irving,
Texas
|
$36.8M
|
-$94.2K
|
-364
|
-0.3%
|
|
|
331
|
TLWM Financial
San Antonio,
Texas
|
$36.6M
|
+$282K
|
+1,091
|
+0.8%
|
|
|
332
|
JVL Associates
Wyoming,
Michigan
|
$36.4M
|
-$499K
|
-1,929
|
-1%
|
|
|
333
|
First Western Trust Bank
Denver,
Colorado
|
$36.1M
|
–
|
–
|
–
|
|
|
334
|
Opus Investment Management
Worcester,
Massachusetts
|
$35.6M
|
+$51.8K
|
+200
|
+0.2%
|
|
|
335
|
VERITY Wealth Advisors
Sausalito,
United States
|
$35.6M
|
+$643K
|
+2,484
|
+2%
|
|
|
336
|
Regis Acquisition
Denver,
Colorado
|
$35.5M
|
+$324K
|
+1,250
|
+0.9%
|
|
|
337
|
Howe & Rusling
Rochester,
New York
|
$35.1M
|
+$602K
|
+2,324
|
+2%
|
|
|
338
|
Balentine LLC
Atlanta,
Georgia
|
$35M
|
-$16.2M
|
-62,579
|
-32%
|
|
|
339
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$34.8M
|
-$870K
|
-3,360
|
-3%
|
|
|
340
|
Modera Wealth Management
Westwood,
New Jersey
|
$34.7M
|
-$1.23M
|
-4,751
|
-4%
|
|
|
341
|
Raffa Wealth Management
Washington,
District of Columbia
|
$34.2M
|
+$474K
|
+1,830
|
+1%
|
|
|
342
|
RWA Wealth Partners
Newton,
Massachusetts
|
$34.1M
|
-$1.72M
|
-6,651
|
-5%
|
|
|
343
|
Diversified Trust
Memphis,
Tennessee
|
$33.9M
|
+$2M
|
+7,714
|
+6%
|
|
|
344
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$33.6M
|
-$76.4K
|
-295
|
-0.2%
|
|
|
345
|
Kearns & Associates
Palos Verdes Estates,
California
|
$33.5M
|
+$1.04M
|
+4,005
|
+3%
|
|
|
346
|
Telos Capital Management
San Diego,
California
|
$33.3M
|
-$92.1K
|
-356
|
-0.3%
|
|
|
347
|
Clearstead Advisors
Cleveland,
Ohio
|
$33.3M
|
+$8.38M
|
+32,363
|
+35%
|
|
|
348
|
BCM Advisors
Lafayette,
Louisiana
|
$33.2M
|
+$515K
|
+1,988
|
+2%
|
|
|
349
|
Independent Financial Group
San Diego,
California
|
$33.2M
|
+$387K
|
+1,496
|
+1%
|
|
|
350
|
Karpus Investment Management
Pittsford,
New York
|
$33M
|
-$3.23M
|
-12,470
|
-9%
|
|
