|
401
|
KeyBank National Association
Cleveland,
Ohio
|
$31.6M
|
+$158K
|
+542
|
+0.5%
|
|
|
402
|
|
$31.4M
|
+$1.81M
|
+6,220
|
+6%
|
|
|
403
|
Roundview Capital
Princeton,
New Jersey
|
$31.4M
|
+$3.84M
|
+13,158
|
+14%
|
|
|
404
|
Morling Financial Advisors
Fremont,
California
|
$31.3M
|
+$2.78M
|
+9,538
|
+10%
|
|
|
405
|
|
$31.3M
|
+$361K
|
+1,238
|
+1%
|
|
|
406
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$31.2M
|
-$175K
|
-600
|
-0.6%
|
|
|
407
|
Cary Street Partners
Richmond,
Virginia
|
$31.2M
|
+$31.4M
|
+107,642
|
New
|
|
|
408
|
David Kennon
Sarasota,
Florida
|
$31.1M
|
-$614K
|
-2,103
|
-2%
|
|
|
409
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$30.8M
|
+$1.1M
|
+3,769
|
+4%
|
|
|
410
|
My Personal CFO LLC
Vancouver,
Washington
|
$30.8M
|
+$3.81M
|
+13,074
|
+14%
|
|
|
411
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$30.7M
|
-$176K
|
-603
|
-0.6%
|
|
|
412
|
Harbour Investments
Madison,
Wisconsin
|
$30.6M
|
+$2.4M
|
+8,238
|
+8%
|
|
|
413
|
LPF Advisors
Sarasota,
Florida
|
$30.4M
|
+$1.27M
|
+4,365
|
+4%
|
|
|
414
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$30.3M
|
-$1.65M
|
-5,664
|
-5%
|
|
|
415
|
Frank Rimerman Advisors
Palo Alto,
California
|
$30.2M
|
+$525K
|
+1,800
|
+2%
|
|
|
416
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$30.2M
|
-$5.5M
|
-18,867
|
-15%
|
|
|
417
|
BFSG LLC
Irvine,
California
|
$30M
|
+$1.05M
|
+3,584
|
+4%
|
|
|
418
|
AllGen Financial Advisors
Orlando,
Florida
|
$29.9M
|
+$6.39M
|
+21,886
|
+27%
|
|
|
419
|
Opus Investment Management
Worcester,
Massachusetts
|
$29.8M
|
–
|
–
|
–
|
|
|
420
|
Financial Advocates Investment Management
Olympia,
Washington
|
$29.7M
|
+$1.83M
|
+6,268
|
+7%
|
|
|
421
|
Skyline Advisors
Bellingham,
Washington
|
$29.6M
|
-$352K
|
-1,208
|
-1%
|
|
|
422
|
Coldstream Capital Management
Bellevue,
Washington
|
$29.6M
|
+$471K
|
+1,615
|
+2%
|
|
|
423
|
Advyzon Investment Management
Lisle,
Illinois
|
$29.4M
|
+$29.6M
|
+101,370
|
New
|
|
|
424
|
Peak Financial Management
Wellesley,
Massachusetts
|
$29.3M
|
-$239K
|
-818
|
-0.8%
|
|
|
425
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$29.2M
|
+$404K
|
+1,384
|
+1%
|
|
