|
326
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$12.5M
|
+$970K
|
+6,717
|
+8%
|
|
|
327
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$12.4M
|
+$112K
|
+774
|
+0.9%
|
|
|
328
|
Kestra Private Wealth Services
Austin,
Texas
|
$12.4M
|
+$3.84M
|
+26,583
|
+45%
|
|
|
329
|
Bridgelight Financial Advisors
Shelton,
Connecticut
|
$12.3M
|
+$12.4M
|
+85,719
|
New
|
|
|
330
|
Welch Financial Planning
Boulder,
Colorado
|
$12.3M
|
+$12.4M
|
+85,633
|
New
|
|
|
331
|
Attessa Capital
Tucson,
Arizona
|
$12.3M
|
+$842K
|
+5,832
|
+7%
|
|
|
332
|
GeoWealth Management
Chicago,
Illinois
|
$12.3M
|
-$2.64M
|
-18,257
|
-18%
|
|
|
333
|
Lodestar Private Asset Management
Alamo,
California
|
$12.3M
|
-$269K
|
-1,862
|
-2%
|
|
|
334
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$12.2M
|
+$16.2K
|
+112
|
+0.1%
|
|
|
335
|
IEQ Capital
Foster City,
California
|
$12.2M
|
-$1.25M
|
-8,680
|
-9%
|
|
|
336
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$12.2M
|
+$4.68M
|
+32,379
|
+62%
|
|
|
337
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$12.2M
|
-$4.97M
|
-34,388
|
-29%
|
|
|
338
|
Massachusetts Wealth Management
North Andover,
Massachusetts
|
$12.2M
|
-$235K
|
-1,630
|
-2%
|
|
|
339
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$12.1M
|
+$41.9K
|
+290
|
+0.3%
|
|
|
340
|
Fairvoy Private Wealth
Birmingham,
Alabama
|
$12.1M
|
+$147K
|
+1,021
|
+1%
|
|
|
341
|
Level Four Advisory Services
Dallas,
Texas
|
$12M
|
-$127K
|
-877
|
-1%
|
|
|
342
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$11.8M
|
-$798K
|
-5,529
|
-6%
|
|
|
343
|
Cary Street Partners
Richmond,
Virginia
|
$11.8M
|
-$50.3K
|
-348
|
-0.4%
|
|
|
344
|
Darwin Wealth Management
Tampa,
Florida
|
$11.8M
|
-$341K
|
-2,359
|
-3%
|
|
|
345
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$11.7M
|
+$576K
|
+3,991
|
+5%
|
|
|
346
|
Bank of New York Mellon
New York
|
$11.7M
|
-$209K
|
-1,444
|
-2%
|
|
|
347
|
World Investment Advisors
Santa Barbara,
California
|
$11.7M
|
+$6.25M
|
+43,293
|
+115%
|
|
|
348
|
United Bank (Georgia)
Zebulon,
Georgia
|
$11.5M
|
+$487K
|
+3,371
|
+4%
|
|
|
349
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$11.5M
|
-$430K
|
-2,980
|
-4%
|
|
|
350
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$11.5M
|
+$4.52M
|
+31,320
|
+65%
|
|
