|
401
|
Graypoint LLC
Albany,
New York
|
$23.6M
|
-$216K
|
-978
|
-1%
|
|
|
402
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$23.5M
|
+$278K
|
+1,259
|
+1%
|
|
|
403
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$23.5M
|
-$50K
|
-226
|
-0.2%
|
|
|
404
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$23.4M
|
+$21.8M
|
+98,476
|
New
|
|
|
405
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$23.3M
|
-$13.9M
|
-62,783
|
-39%
|
|
|
406
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$23.3M
|
+$3.47M
|
+15,696
|
+19%
|
|
|
407
|
Cobblestone Capital Advisors
Rochester,
New York
|
$23.2M
|
-$996K
|
-4,505
|
-4%
|
|
|
408
|
White Wing Wealth Management
The Wodlands,
Texas
|
$23.1M
|
+$21.6M
|
+97,867
|
New
|
|
|
409
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$23.1M
|
+$917K
|
+4,148
|
+4%
|
|
|
410
|
M&T Bank
Buffalo,
New York
|
$23.1M
|
+$3.97M
|
+17,974
|
+23%
|
|
|
411
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$23M
|
+$21.4M
|
+96,953
|
New
|
|
|
412
|
Kestra Private Wealth Services
Austin,
Texas
|
$23M
|
+$1.44M
|
+6,524
|
+7%
|
|
|
413
|
Nuveen
Charlotte,
North Carolina
|
$23M
|
+$21.4M
|
+96,800
|
New
|
|
|
414
|
Principal Securities
Des Moines,
Iowa
|
$22.9M
|
+$21.3M
|
+96,503
|
New
|
|
|
415
|
Monashee Investment Management
Boston,
Massachusetts
|
$22.8M
|
+$21.2M
|
+96,060
|
New
|
|
|
416
|
Financial Advocates Investment Management
Olympia,
Washington
|
$22.8M
|
-$458K
|
-2,072
|
-2%
|
|
|
417
|
Great Diamond Partners
Portland,
Maine
|
$22.7M
|
+$11.7K
|
+53
|
+0.1%
|
|
|
418
|
LPF Advisors
Sarasota,
Florida
|
$22.6M
|
+$21M
|
+95,124
|
New
|
|
|
419
|
Edge Capital Group
Atlanta,
Georgia
|
$22.4M
|
+$16.4M
|
+74,272
|
+370%
|
|
|
420
|
Pacific Capital Wealth Advisors
Corona,
California
|
$22M
|
+$221
|
+1
|
+0%
|
|
|
421
|
Starfox Financial Services
The Woodlands,
Texas
|
$22M
|
+$802K
|
+3,627
|
+4%
|
|
|
422
|
Aspiriant LLC
Los Angeles,
California
|
$21.9M
|
+$11M
|
+49,817
|
+117%
|
|
|
423
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$21.9M
|
+$11.5K
|
+52
|
+0.1%
|
|
|
424
|
Ashford Capital Management
Wilmington,
Delaware
|
$21.9M
|
+$627K
|
+2,836
|
+3%
|
|
|
425
|
Washburn Capital Management
Vero Beach,
Florida
|
$21.9M
|
+$2.47M
|
+11,176
|
+14%
|
|
