|
351
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$43.5M
|
-$1.96M
|
-5,848
|
-4%
|
|
|
352
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$43.4M
|
-$235K
|
-700
|
-0.5%
|
|
|
353
|
Franklin Resources
San Mateo,
California
|
$43.4M
|
+$3.42M
|
+10,201
|
+8%
|
|
|
354
|
First Western Trust Bank
Denver,
Colorado
|
$43.4M
|
+$44.7M
|
+133,330
|
+7,100%
|
|
|
355
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$43.2M
|
+$635K
|
+1,892
|
+1%
|
|
|
356
|
Vise Technologies
New York
|
$43.2M
|
–
|
–
|
–
|
|
|
357
|
Michael & Susan Dell Foundation
New York
|
$43.2M
|
–
|
–
|
–
|
|
|
358
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$43.2M
|
-$1.52M
|
-4,541
|
-3%
|
|
|
359
|
Capitol Family Office
Beaverton,
Oregon
|
$43.1M
|
–
|
–
|
–
|
|
|
360
|
White Wing Wealth Management
The Wodlands,
Texas
|
$43M
|
+$628K
|
+1,871
|
+1%
|
|
|
361
|
Mallini Complete Financial Planning
Gainesville,
Florida
|
$43M
|
+$1.39M
|
+4,153
|
+3%
|
|
|
362
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$42.9M
|
-$411K
|
-1,225
|
-0.9%
|
|
|
363
|
Navigation Group
Redwood City,
California
|
$42.7M
|
+$44.7M
|
+133,142
|
New
|
|
|
364
|
Balentine LLC
Atlanta,
Georgia
|
$42.7M
|
-$871K
|
-2,595
|
-2%
|
|
|
365
|
Valmark Advisers
Akron,
Ohio
|
$42.7M
|
+$1.58M
|
+4,722
|
+4%
|
|
|
366
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$42.5M
|
-$225K
|
-670
|
-0.5%
|
|
|
367
|
Gross & Hartman Investments
Leola,
Pennsylvania
|
$42.4M
|
+$4.72M
|
+14,074
|
+12%
|
|
|
368
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$41.7M
|
+$790K
|
+2,356
|
+2%
|
|
|
369
|
Pacific Center for Financial Services
San Ramon,
California
|
$41.7M
|
-$3.02M
|
-8,995
|
-6%
|
|
|
370
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$41.4M
|
+$27.8M
|
+82,757
|
+178%
|
|
|
371
|
Morling Financial Advisors
Fremont,
California
|
$41.4M
|
+$2.17M
|
+6,461
|
+5%
|
|
|
372
|
Guardsman Private Capital Management
Sarasota,
Florida
|
$41.2M
|
+$3.65M
|
+10,892
|
+9%
|
|
|
373
|
CGN Advisors
Manhattan,
Kansas
|
$41.2M
|
+$946K
|
+2,821
|
+2%
|
|
|
374
|
Penney Financial
Houston,
Texas
|
$41.2M
|
+$1.46M
|
+4,345
|
+4%
|
|
|
375
|
Tide Cove Capital Partners
San Diego,
California
|
$40.9M
|
-$9.06M
|
-27,011
|
-19%
|
|
