|
426
|
Sentinel Trust
Houston,
Texas
|
$31.9M
|
-$1.53M
|
-4,843
|
-5%
|
|
|
427
|
Advyzon Investment Management
Lisle,
Illinois
|
$31.5M
|
+$1.66M
|
+5,267
|
+6%
|
|
|
428
|
Aspiriant LLC
Los Angeles,
California
|
$31.4M
|
-$75.8K
|
-240
|
-0.3%
|
|
|
429
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$31.3M
|
-$11.3M
|
-35,824
|
-27%
|
|
|
430
|
Peak Financial Management
Wellesley,
Massachusetts
|
$31.3M
|
-$991K
|
-3,138
|
-3%
|
|
|
431
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$31.1M
|
+$2.52M
|
+7,990
|
+9%
|
|
|
432
|
Root Financial Partners
Encinitas,
California
|
$31.1M
|
+$8.24M
|
+26,086
|
+38%
|
|
|
433
|
CWA Asset Management Group
Naples,
Florida
|
$31M
|
+$744K
|
+2,356
|
+3%
|
|
|
434
|
Portfolio Strategies
Monsey,
New York
|
$31M
|
+$22.4K
|
+71
|
+0.1%
|
|
|
435
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$30.8M
|
-$1.4M
|
-4,441
|
-5%
|
|
|
436
|
Cobblestone Capital Advisors
Rochester,
New York
|
$30.6M
|
-$286K
|
-906
|
-1%
|
|
|
437
|
J.W. Burns & Co
Dewitt,
New York
|
$30.4M
|
+$2.39M
|
+7,570
|
+9%
|
|
|
438
|
Kings Path Partners
Sugar Land,
Texas
|
$30.4M
|
+$1.75M
|
+5,544
|
+6%
|
|
|
439
|
Ashford Capital Management
Wilmington,
Delaware
|
$30.4M
|
-$334K
|
-1,058
|
-1%
|
|
|
440
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$30.2M
|
-$198K
|
-628
|
-0.7%
|
|
|
441
|
Midwest Trust
Overland Park,
Kansas
|
$30.1M
|
+$291K
|
+922
|
+1%
|
|
|
442
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$30.1M
|
-$65.1K
|
-206
|
-0.2%
|
|
|
443
|
Burrus Financial Services
Salt Lake City,
Utah
|
$30M
|
-$294K
|
-930
|
-1%
|
|
|
444
|
Barrett & Company
Providence,
Rhode Island
|
$29.9M
|
+$1.51M
|
+4,775
|
+6%
|
|
|
445
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$29.9M
|
+$1.56M
|
+4,938
|
+6%
|
|
|
446
|
Allspring Global Investments
Charlotte,
North Carolina
|
$29.8M
|
-$27.5K
|
-87
|
-0.1%
|
|
|
447
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$29.8M
|
-$152K
|
-482
|
-0.5%
|
|
|
448
|
KeyBank National Association
Cleveland,
Ohio
|
$29.4M
|
+$299K
|
+945
|
+1%
|
|
|
449
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$29.4M
|
+$1.15M
|
+3,642
|
+4%
|
|
|
450
|
Empirical Wealth Management
Seattle,
Washington
|
$29.1M
|
+$8.12M
|
+25,715
|
+41%
|
|
