|
626
|
Grassi Investment Management
Santa Clara,
California
|
$3.18M
|
–
|
–
|
–
|
|
|
627
|
Wisconsin Capital Management
Madison,
Wisconsin
|
$3.17M
|
+$902K
|
+5,459
|
+31%
|
|
|
628
|
Mitchell Capital Management
Leawood,
Kansas
|
$3.17M
|
+$135K
|
+820
|
+4%
|
|
|
629
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$3.16M
|
+$251K
|
+1,522
|
+7%
|
|
|
630
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$3.15M
|
+$69.4K
|
+420
|
+2%
|
|
|
631
|
Front Barnett Associates
Chicago,
Illinois
|
$3.14M
|
-$80.9K
|
-490
|
-2%
|
|
|
632
|
Chemistry Wealth Management
New York
|
$3.13M
|
-$84.4K
|
-511
|
-2%
|
|
|
633
|
Next Level Private
Harrison,
New York
|
$3.13M
|
+$3.37M
|
+20,407
|
+949%
|
|
|
634
|
United Services Automobile Association
San Antonio,
Texas
|
$3.12M
|
+$3.72M
|
+22,520
|
New
|
|
|
635
|
Horizon Investments
Charlotte,
North Carolina
|
$3.09M
|
+$3.68M
|
+22,271
|
New
|
|
|
636
|
Cullen Capital Management
New York
|
$3.08M
|
-$118K
|
-714
|
-3%
|
|
|
637
|
Family Management
New York
|
$3.08M
|
-$66.6K
|
-403
|
-2%
|
|
|
638
|
FORA Capital
Miami,
Florida
|
$3.06M
|
+$3.65M
|
+22,076
|
New
|
|
|
639
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$3.05M
|
-$83.3K
|
-504
|
-2%
|
|
|
640
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.04M
|
-$177K
|
-1,074
|
-5%
|
|
|
641
|
Venture Visionary Partners
Sylvania,
Ohio
|
$3.02M
|
+$15.2K
|
+92
|
+0.4%
|
|
|
642
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$3.01M
|
+$17.8K
|
+108
|
+0.5%
|
|
|
643
|
Strategic Wealth Partners
Independence,
Ohio
|
$3.01M
|
-$157K
|
-949
|
-4%
|
|
|
644
|
Belpointe Asset Management
Reno,
Nevada
|
$3M
|
+$2.11M
|
+12,779
|
+144%
|
|
|
645
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$2.99M
|
-$49.7K
|
-301
|
-1%
|
|
|
646
|
Grandfield & Dodd
New York
|
$2.96M
|
-$165K
|
-1,000
|
-4%
|
|
|
647
|
SVB Wealth
Boston,
Massachusetts
|
$2.95M
|
-$97.1K
|
-588
|
-3%
|
|
|
648
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$2.94M
|
+$496
|
+3
|
+0%
|
|
|
649
|
EHP Funds Inc
Toronto,
Canada
|
$2.94M
|
-$342K
|
-2,070
|
-9%
|
|
|
650
|
|
$2.94M
|
+$671K
|
+4,064
|
+24%
|
|
