|
326
|
Jasper Ridge Partners
Menlo Park,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
327
|
Icon Wealth Partners
Houston,
Texas
|
$1.56M
|
+$1.56M
|
+19,116
|
New
|
|
|
328
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$1.52M
|
+$17.7K
|
+217
|
+1%
|
|
|
329
|
Kingfisher Capital
Charlotte,
North Carolina
|
$1.51M
|
+$63.2K
|
+774
|
+4%
|
|
|
330
|
SVA Wealth Management
Madison,
Wisconsin
|
$1.5M
|
+$133K
|
+1,623
|
+10%
|
|
|
331
|
Drexel Morgan & Co
Radnor,
Pennsylvania
|
$1.49M
|
+$39.7K
|
+486
|
+3%
|
|
|
332
|
Community Bank
Dewitt,
New York
|
$1.47M
|
-$29K
|
-355
|
-2%
|
|
|
333
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.42M
|
–
|
–
|
–
|
|
|
334
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.4M
|
+$89.1K
|
+1,091
|
+7%
|
|
|
335
|
AFAM Capital
Austin,
Texas
|
$1.36M
|
+$111K
|
+1,358
|
+9%
|
|
|
336
|
Reilly Financial Advisors
La Mesa,
California
|
$1.36M
|
-$837K
|
-10,244
|
-38%
|
|
|
337
|
Huntington National Bank
Columbus,
Ohio
|
$1.36M
|
–
|
–
|
–
|
|
|
338
|
Coe Capital Management
Highland Park,
Illinois
|
$1.35M
|
+$24.1K
|
+295
|
+2%
|
|
|
339
|
Dowling & Yahnke
San Diego,
California
|
$1.32M
|
+$1.32M
|
+16,163
|
New
|
|
|
340
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.31M
|
+$264K
|
+3,228
|
+25%
|
|
|
341
|
Lazard Asset Management
New York
|
$1.29M
|
–
|
–
|
–
|
|
|
342
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.28M
|
-$6.81M
|
-83,354
|
-84%
|
|
|
343
|
Ausdal Financial Partners
Davenport,
Iowa
|
$1.26M
|
+$9.15K
|
+112
|
+0.7%
|
|
|
344
|
Grimes & Company
Westborough,
Massachusetts
|
$1.26M
|
+$74.8K
|
+916
|
+6%
|
|
|
345
|
Belpointe Asset Management
Reno,
Nevada
|
$1.25M
|
-$163K
|
-1,993
|
-11%
|
|
|
346
|
American Portfolios Advisors
Holbrook,
New York
|
$1.25M
|
+$1.25M
|
+15,337
|
New
|
|
|
347
|
SeaCrest Wealth Management
Purchase,
New York
|
$1.23M
|
+$1.23M
|
+15,098
|
New
|
|
|
348
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$1.22M
|
-$2.25M
|
-27,600
|
-65%
|
|
|
349
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$1.2M
|
+$144K
|
+1,767
|
+14%
|
|
|
350
|
AJ Wealth Strategies
New York
|
$1.19M
|
+$1.2M
|
+14,630
|
New
|
|
