|
301
|
WhitTier Trust Company
Reno,
Nevada
|
$14.4M
|
-$46.4K
|
-464
|
-0.3%
|
|
|
302
|
Diversified Management
Milwaukee,
Wisconsin
|
$14.4M
|
+$401K
|
+4,008
|
+3%
|
|
|
303
|
Waterway Wealth Management
The Woodlands,
Texas
|
$14.3M
|
-$5.95M
|
-59,489
|
-29%
|
|
|
304
|
Dimension Capital Management
Coral Gables,
Florida
|
$14.3M
|
+$2.97M
|
+29,653
|
+25%
|
|
|
305
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.3M
|
+$8.54M
|
+85,347
|
+139%
|
|
|
306
|
RWA Wealth Partners
Newton,
Massachusetts
|
$14.2M
|
+$143K
|
+1,429
|
+1%
|
|
|
307
|
Perigon Wealth Management
San Francisco,
California
|
$14.2M
|
+$175K
|
+1,751
|
+1%
|
|
|
308
|
Millennium Management
New York
|
$14.2M
|
-$11.6M
|
-115,836
|
-44%
|
|
|
309
|
Diversified Trust
Memphis,
Tennessee
|
$14.2M
|
-$280K
|
-2,800
|
-2%
|
|
|
310
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$14.1M
|
-$796K
|
-7,956
|
-5%
|
|
|
311
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$14.1M
|
-$249K
|
-2,493
|
-2%
|
|
|
312
|
Volterra Technologies
New York
|
$14M
|
+$14.4M
|
+143,893
|
New
|
|
|
313
|
RVW Wealth
Los Angeles,
California
|
$13.8M
|
-$65.9K
|
-659
|
-0.5%
|
|
|
314
|
Avity Investment Management
Greenwich,
Connecticut
|
$13.8M
|
+$1.65M
|
+16,524
|
+13%
|
|
|
315
|
Brickley Wealth Management
San Mateo,
California
|
$13.7M
|
-$52.9K
|
-529
|
-0.4%
|
|
|
316
|
LWM Advisors
El Dorado Hills,
California
|
$13.7M
|
-$170K
|
-1,699
|
-1%
|
|
|
317
|
WesBanco Bank
Wheeling,
West Virginia
|
$13.5M
|
+$709K
|
+7,083
|
+5%
|
|
|
318
|
Advisory Services Network
Atlanta,
Georgia
|
$13.5M
|
+$1.31M
|
+13,136
|
+10%
|
|
|
319
|
Noble Family Wealth
Clearwater,
Florida
|
$13.5M
|
-$2.5K
|
-25
|
-0%
|
|
|
320
|
Fidelis Capital Partners
Tampa,
Florida
|
$13.4M
|
+$1.28M
|
+12,772
|
+10%
|
|
|
321
|
Presper Financial Architects
Akron,
Ohio
|
$13.4M
|
-$2.93M
|
-29,273
|
-17%
|
|
|
322
|
GLOBALT Investments
Atlanta,
Georgia
|
$13.4M
|
+$389K
|
+3,889
|
+3%
|
|
|
323
|
Harvest Investment Advisors
Tallahassee,
Florida
|
$13.3M
|
+$208K
|
+2,080
|
+2%
|
|
|
324
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$13.3M
|
+$13.7M
|
+137,069
|
New
|
|
|
325
|
Sterling Group Wealth Management
Pasadena,
California
|
$13.3M
|
+$542K
|
+5,415
|
+4%
|
|
