|
276
|
Whitcomb & Hess
Ashland,
Ohio
|
$13.6M
|
+$331K
|
+8,686
|
+3%
|
|
|
277
|
Victory Capital Management
San Antonio,
Texas
|
$13.5M
|
+$10.5M
|
+276,220
|
+394%
|
|
|
278
|
Avior Wealth Management
Omaha,
Nebraska
|
$13.4M
|
-$294K
|
-7,701
|
-2%
|
|
|
279
|
Focused Wealth Management
Newburgh,
New York
|
$13.4M
|
+$536K
|
+14,054
|
+4%
|
|
|
280
|
Yale University
New Haven,
Connecticut
|
$13.3M
|
–
|
–
|
–
|
|
|
281
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$13.3M
|
-$205K
|
-5,375
|
-2%
|
|
|
282
|
Global Endowment Management
Charlotte,
North Carolina
|
$13.2M
|
–
|
–
|
–
|
|
|
283
|
Howland Capital Management
Boston,
Massachusetts
|
$13M
|
-$3.62M
|
-94,910
|
-22%
|
|
|
284
|
Martin & Co
Knoxville,
Tennessee
|
$13M
|
+$3.69M
|
+96,850
|
+41%
|
|
|
285
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$13M
|
+$1.88M
|
+49,357
|
+17%
|
|
|
286
|
NEPC LLC
Boston,
Massachusetts
|
$12.9M
|
+$82.9K
|
+2,175
|
+0.7%
|
|
|
287
|
Gofen & Glossberg
Chicago,
Illinois
|
$12.8M
|
+$187K
|
+4,896
|
+2%
|
|
|
288
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12.8M
|
+$4.5M
|
+118,099
|
+24%
|
|
|
289
|
Mutual Advisors
Omaha,
Nebraska
|
$12.7M
|
+$3.15M
|
+82,640
|
+34%
|
|
|
290
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$12.6M
|
+$12.4M
|
+324,478
|
New
|
|
|
291
|
BTC Capital Management
Des Moines,
Iowa
|
$12.6M
|
+$1.48M
|
+38,713
|
+14%
|
|
|
292
|
RPTC Inc
Jackson,
Wyoming
|
$12.6M
|
+$12.3M
|
+321,963
|
New
|
|
|
293
|
Davidson Investment Advisors
Great Falls,
Montana
|
$12.5M
|
+$411K
|
+10,772
|
+3%
|
|
|
294
|
Schroder Investment Management Group
London,
United Kingdom
|
$12.3M
|
+$2.36M
|
+62,026
|
+24%
|
|
|
295
|
PACK Private Wealth
Wayzata,
Minnesota
|
$12.3M
|
-$270K
|
-7,082
|
-2%
|
|
|
296
|
PrairieView Partners
St. Paul,
Minnesota
|
$12.2M
|
+$612K
|
+16,056
|
+5%
|
|
|
297
|
Citizens Financial Group
Providence,
Rhode Island
|
$12.2M
|
+$6.02M
|
+157,939
|
+101%
|
|
|
298
|
Capital Investment Advisors
Atlanta,
Georgia
|
$12.2M
|
-$682K
|
-17,895
|
-5%
|
|
|
299
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$12.1M
|
+$1.19M
|
+31,205
|
+11%
|
|
|
300
|
Tarbox Family Office
Newport Beach,
California
|
$12M
|
+$521K
|
+13,670
|
+5%
|
|
