|
1201
|
BetterWealth
San Jose,
California
|
$29.9M
|
-$1.25M
|
-7,410
|
-4%
|
|
|
1202
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$29.9M
|
+$878K
|
+5,222
|
+3%
|
|
|
1203
|
Krilogy Financial
St. Louis,
Missouri
|
$29.9M
|
-$355K
|
-2,111
|
-1%
|
|
|
1204
|
Clough Capital Partners
Boston,
Massachusetts
|
$29.8M
|
+$28.7M
|
+170,850
|
New
|
|
|
1205
|
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
|
$29.8M
|
-$61.4K
|
-365
|
-0.2%
|
|
|
1206
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$29.7M
|
-$3.91M
|
-23,229
|
-11%
|
|
|
1207
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$29.6M
|
+$45.6K
|
+271
|
+0.2%
|
|
|
1208
|
Harris Associates
Chicago,
Illinois
|
$29.6M
|
-$8.85M
|
-52,616
|
-24%
|
|
|
1209
|
GFS Advisors
Houston,
Texas
|
$29.6M
|
-$14.9M
|
-88,867
|
-34%
|
|
|
1210
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$29.5M
|
-$185K
|
-1,102
|
-0.6%
|
|
|
1211
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$29.5M
|
+$8.48M
|
+50,431
|
+43%
|
|
|
1212
|
Willow Creek Wealth Management
Sebastopol,
California
|
$29.4M
|
-$35.8K
|
-213
|
-0.1%
|
|
|
1213
|
SNS Financial Group
Minneapolis,
Minnesota
|
$29.4M
|
-$529K
|
-3,146
|
-2%
|
|
|
1214
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$29.4M
|
-$277K
|
-1,645
|
-1%
|
|
|
1215
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$29.3M
|
-$1.28M
|
-7,608
|
-4%
|
|
|
1216
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$29.3M
|
-$104K
|
-620
|
-0.4%
|
|
|
1217
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$29.2M
|
+$546K
|
+3,245
|
+2%
|
|
|
1218
|
Elk River Wealth Management
Denver,
Colorado
|
$29.2M
|
+$9.25M
|
+54,989
|
+49%
|
|
|
1219
|
City Holding Co
Charleston,
West Virginia
|
$29.2M
|
-$319K
|
-1,899
|
-1%
|
|
|
1220
|
Azzad Asset Management
Falls Church,
Virginia
|
$29.1M
|
+$1.01M
|
+5,984
|
+4%
|
|
|
1221
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$29M
|
-$322K
|
-1,913
|
-1%
|
|
|
1222
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$29M
|
+$154K
|
+916
|
+0.5%
|
|
|
1223
|
Country Club Bank
Kansas City,
Missouri
|
$29M
|
+$27.4M
|
+163,012
|
New
|
|
|
1224
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$28.9M
|
-$2.17M
|
-12,928
|
-7%
|
|
|
1225
|
Tiedemann Advisors
New York
|
$28.9M
|
-$12.8K
|
-76
|
-0%
|
|
