|
451
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$31.3M
|
+$910K
|
+2,736
|
+3%
|
|
|
452
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$31.3M
|
+$540K
|
+1,622
|
+2%
|
|
|
453
|
Peak Financial Management
Wellesley,
Massachusetts
|
$31.2M
|
-$711K
|
-2,138
|
-2%
|
|
|
454
|
Portfolio Strategies
Monsey,
New York
|
$30.9M
|
-$729K
|
-2,191
|
-2%
|
|
|
455
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$30.7M
|
+$664K
|
+1,996
|
+2%
|
|
|
456
|
KeyBank National Association
Cleveland,
Ohio
|
$30.5M
|
+$450K
|
+1,352
|
+2%
|
|
|
457
|
Mayport LLC
Newton,
Massachusetts
|
$30.4M
|
+$2.17M
|
+6,516
|
+8%
|
|
|
458
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$30.2M
|
-$4.75M
|
-14,282
|
-14%
|
|
|
459
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$30.2M
|
-$7.11M
|
-21,384
|
-19%
|
|
|
460
|
Wellington Management Group
Boston,
Massachusetts
|
$30.1M
|
+$1.24M
|
+3,730
|
+4%
|
|
|
461
|
Prospera Financial Services
Dallas,
Texas
|
$30.1M
|
+$1.23M
|
+3,703
|
+4%
|
|
|
462
|
Mutual Advisors
Omaha,
Nebraska
|
$30.1M
|
+$1.01M
|
+3,045
|
+4%
|
|
|
463
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$29.9M
|
+$3.36M
|
+10,095
|
+13%
|
|
|
464
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$29.6M
|
-$3.32M
|
-9,989
|
-10%
|
|
|
465
|
Allspring Global Investments
Charlotte,
North Carolina
|
$29.5M
|
-$887K
|
-2,665
|
-3%
|
|
|
466
|
Amicus Financial Advisors
Lubbock,
Texas
|
$29.5M
|
+$29.3M
|
+88,046
|
New
|
|
|
467
|
Axxcess Wealth Management
Carlsbad,
California
|
$29.5M
|
+$13M
|
+38,978
|
+80%
|
|
|
468
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$29.4M
|
+$157K
|
+471
|
+0.5%
|
|
|
469
|
Principle Wealth Partners
Madison,
Connecticut
|
$29.3M
|
+$1.07M
|
+3,226
|
+4%
|
|
|
470
|
Washington Capital Management
Seattle,
Washington
|
$29.1M
|
+$1.4M
|
+4,213
|
+5%
|
|
|
471
|
LJI Wealth Management
Indianapolis,
Indiana
|
$28.9M
|
+$858K
|
+2,580
|
+3%
|
|
|
472
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$28.9M
|
+$656K
|
+1,973
|
+2%
|
|
|
473
|
Venture Visionary Partners
Sylvania,
Ohio
|
$28.7M
|
-$390K
|
-1,172
|
-1%
|
|
|
474
|
Great Diamond Partners
Portland,
Maine
|
$28.7M
|
-$956K
|
-2,875
|
-3%
|
|
|
475
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$28.7M
|
-$2.73M
|
-8,209
|
-9%
|
|
