|
276
|
Perigon Wealth Management
San Francisco,
California
|
$12.9M
|
+$812K
|
+10,092
|
+7%
|
|
|
277
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$12.8M
|
-$139K
|
-1,726
|
-1%
|
|
|
278
|
|
$12.7M
|
-$91.8K
|
-1,141
|
-0.7%
|
|
|
279
|
Calamos Wealth Management
Naperville,
Illinois
|
$12.5M
|
+$1.95M
|
+24,222
|
+19%
|
|
|
280
|
Whittier Trust
South Pasadena,
California
|
$12.5M
|
-$770K
|
-9,571
|
-6%
|
|
|
281
|
WhitTier Trust Company
Reno,
Nevada
|
$12.5M
|
+$1.03M
|
+12,844
|
+9%
|
|
|
282
|
One Capital Management
Westlake Village,
California
|
$12.4M
|
-$1.5M
|
-18,646
|
-11%
|
|
|
283
|
Spire Wealth Management
Mclean,
Virginia
|
$12.3M
|
-$166K
|
-2,061
|
-1%
|
|
|
284
|
Yousif Capital Management
Bloomfield Hills,
Michigan
|
$12.3M
|
+$5.48M
|
+68,100
|
+86%
|
|
|
285
|
Martin & Co
Knoxville,
Tennessee
|
$12.3M
|
-$33K
|
-410
|
-0.3%
|
|
|
286
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$12.3M
|
+$415K
|
+5,156
|
+4%
|
|
|
287
|
Foster & Motley
Cincinnati,
Ohio
|
$12.2M
|
-$200K
|
-2,486
|
-2%
|
|
|
288
|
Corebridge Financial
Houston,
Texas
|
$12.2M
|
-$5.31M
|
-66,000
|
-31%
|
|
|
289
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$12M
|
+$11.6M
|
+143,558
|
New
|
|
|
290
|
Freestone Capital Holdings
Seattle,
Washington
|
$11.9M
|
-$144K
|
-1,794
|
-1%
|
|
|
291
|
Brickley Wealth Management
San Mateo,
California
|
$11.9M
|
-$10.5K
|
-130
|
-0.1%
|
|
|
292
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.9M
|
+$47K
|
+584
|
+0.4%
|
|
|
293
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$11.8M
|
-$21.2K
|
-264
|
-0.2%
|
|
|
294
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$11.8M
|
-$149K
|
-1,850
|
-1%
|
|
|
295
|
SteelPeak Wealth
Woodland Hills,
California
|
$11.8M
|
+$242K
|
+3,006
|
+2%
|
|
|
296
|
TCTC Holdings
Dallas,
Texas
|
$11.7M
|
+$1.39M
|
+17,238
|
+14%
|
|
|
297
|
Vanguard Group
Malvern,
Pennsylvania
|
$11.6M
|
-$232K
|
-2,879
|
-2%
|
|
|
298
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.5M
|
+$347K
|
+4,313
|
+3%
|
|
|
299
|
Allworth Financial
Folsom,
California
|
$11.5M
|
-$1.06M
|
-13,148
|
-9%
|
|
|
300
|
Noble Family Wealth
Clearwater,
Florida
|
$11.5M
|
–
|
–
|
–
|
|
