|
1876
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$41.3M
|
-$913K
|
6
|
3.35%
|
Reduced
|
|
|
1877
|
Curi Wealth Management
Raleigh,
North Carolina
|
$41.3M
|
-$3.23M
|
5
|
6.33%
|
Reduced
|
|
|
1878
|
Consolidated Capital Management
Burbank,
California
|
$41.3M
|
-$1.12M
|
3
|
21.86%
|
Reduced
|
|
|
1879
|
Chicago Trust
Grayslake,
Illinois
|
$41.2M
|
+$547K
|
10
|
10.36%
|
Increased
|
|
|
1880
|
XML Financial
Bethesda,
Maryland
|
$41.2M
|
+$211K
|
6
|
4.94%
|
Increased
|
|
|
1881
|
Bourgeon Capital Management
Darien,
Connecticut
|
$41.2M
|
-$618K
|
11
|
9.66%
|
Reduced
|
|
|
1882
|
Aspiriant LLC
Los Angeles,
California
|
$41.2M
|
+$1.08M
|
9
|
2.11%
|
Increased
|
|
|
1883
|
|
$41.2M
|
+$25.4M
|
5
|
5.79%
|
Increased
|
|
|
1884
|
Hedeker Wealth
Lincolnshire,
Illinois
|
$41.1M
|
+$5.94M
|
5
|
14.28%
|
Increased
|
|
|
1885
|
Zions Bancorporation
Salt Lake City,
Utah
|
$41.1M
|
+$1.77M
|
16
|
3.6%
|
Increased
|
|
|
1886
|
Conning Inc
Hartford,
Connecticut
|
$41M
|
-$751K
|
7
|
1.5%
|
Reduced
|
|
|
1887
|
Realta Investment Advisors
Wilmington,
Delaware
|
$41M
|
-$1.07M
|
9
|
9.43%
|
Reduced
|
|
|
1888
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$41M
|
-$270K
|
7
|
11.19%
|
Reduced
|
|
|
1889
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$40.8M
|
+$9.06M
|
4
|
17.78%
|
Increased
|
|
|
1890
|
Hollencrest Capital Management
Newport Beach,
California
|
$40.8M
|
+$62.5K
|
17
|
4.62%
|
Increased
|
|
|
1891
|
Arjuna Capital
Durham,
North Carolina
|
$40.8M
|
+$456K
|
5
|
14.61%
|
Increased
|
|
|
1892
|
Invesco LLC (Illinois)
Des Plaines,
Illinois
|
$40.8M
|
+$723K
|
6
|
20.54%
|
Increased
|
|
|
1893
|
Naples Global Advisors
Naples,
Florida
|
$40.8M
|
+$1.15M
|
6
|
4.94%
|
Increased
|
|
|
1894
|
Physicians Financial Services
Raleigh,
North Carolina
|
$40.7M
|
-$533K
|
6
|
16.67%
|
Reduced
|
|
|
1895
|
Jackson Square Capital
San Francisco,
California
|
$40.7M
|
+$8.33M
|
7
|
16.36%
|
Increased
|
|
|
1896
|
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
$40.6M
|
-$40.2M
|
4
|
16.39%
|
Reduced
|
|
|
1897
|
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
$40.5M
|
-$592K
|
5
|
4.53%
|
Reduced
|
|
|
1898
|
RFG Advisory
Birmingham,
Alabama
|
$40.4M
|
+$8.4M
|
8
|
1.81%
|
Increased
|
|
|
1899
|
Vantage Wealth
Pasadena,
California
|
$40.4M
|
+$573K
|
4
|
10.13%
|
Increased
|
|
|
1900
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$40.4M
|
-$2.26M
|
5
|
16.6%
|
Reduced
|
|