|
476
|
Lazard Asset Management
New York
|
$12.7M
|
-$913K
|
-9,224
|
-7%
|
|
|
477
|
|
$12.7M
|
+$10.6M
|
+106,850
|
+489%
|
|
|
478
|
Mann Financial Group
Detroit Lakes,
Minnesota
|
$12.7M
|
-$657K
|
-6,644
|
-5%
|
|
|
479
|
Modern Wealth Management
Lenexa,
Kansas
|
$12.7M
|
-$873K
|
-8,823
|
-6%
|
|
|
480
|
NDWM LLC
La Jolla,
California
|
$12.7M
|
+$862K
|
+8,710
|
+7%
|
|
|
481
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$12.6M
|
+$1.94M
|
+19,657
|
+18%
|
|
|
482
|
Slow Capital
Greenbrae,
California
|
$12.6M
|
-$1.14M
|
-11,518
|
-8%
|
|
|
483
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$12.5M
|
+$691K
|
+6,986
|
+6%
|
|
|
484
|
Colonial Trust
Spartanburg,
South Carolina
|
$12.4M
|
+$411K
|
+4,152
|
+3%
|
|
|
485
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.4M
|
+$69.8K
|
+705
|
+0.6%
|
|
|
486
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$12.3M
|
+$8.2M
|
+82,872
|
+199%
|
|
|
487
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$12.2M
|
+$1.84M
|
+18,549
|
+18%
|
|
|
488
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$12.1M
|
-$6.25M
|
-63,165
|
-34%
|
|
|
489
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$12.1M
|
+$663K
|
+6,696
|
+6%
|
|
|
490
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$12.1M
|
–
|
–
|
–
|
|
|
491
|
Lighthouse Financial Services
Brea,
California
|
$12.1M
|
+$53.2K
|
+538
|
+0.4%
|
|
|
492
|
Sandy Cove Advisors
Hingham,
Massachusetts
|
$12.1M
|
-$1.3M
|
-13,096
|
-10%
|
|
|
493
|
Central Bank & Trust
Lexington,
Kentucky
|
$12M
|
-$218K
|
-2,202
|
-2%
|
|
|
494
|
HB Wealth Management
Atlanta,
Georgia
|
$12M
|
-$6.63K
|
-67
|
-0.1%
|
|
|
495
|
Timonier Family Office
Winston Salem,
North Carolina
|
$12M
|
+$12M
|
+121,246
|
New
|
|
|
496
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$11.9M
|
+$233K
|
+2,351
|
+2%
|
|
|
497
|
Parkway Wealth Management
Plano,
Texas
|
$11.9M
|
-$85.6K
|
-865
|
-0.7%
|
|
|
498
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$11.8M
|
-$17.3K
|
-175
|
-0.1%
|
|
|
499
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$11.7M
|
+$259K
|
+2,615
|
+2%
|
|
|
500
|
Westerkirk Capital
Victoria,
|
$11.7M
|
-$1.46M
|
-14,800
|
-11%
|
|
