|
701
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$1.77M
|
+$1.75M
|
+27,109
|
New
|
|
|
702
|
BigSur Wealth Management
Miami,
Florida
|
$1.76M
|
–
|
–
|
–
|
|
|
703
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.75M
|
+$224K
|
+3,475
|
+15%
|
|
|
704
|
Private Trust Company
Cleveland,
Ohio
|
$1.75M
|
-$178K
|
-2,758
|
-9%
|
|
|
705
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.74M
|
+$1.72M
|
+26,634
|
New
|
|
|
706
|
Busey Bank
Urbana,
Illinois
|
$1.72M
|
+$235K
|
+3,640
|
+16%
|
|
|
707
|
Seven Post Investment Office
San Francisco,
California
|
$1.72M
|
–
|
–
|
–
|
|
|
708
|
Maryland Capital Management
Towson,
Maryland
|
$1.72M
|
-$9.34K
|
-145
|
-0.5%
|
|
|
709
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$1.71M
|
-$37.7K
|
-585
|
-2%
|
|
|
710
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.71M
|
-$29.6K
|
-459
|
-2%
|
|
|
711
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$1.71M
|
-$19.1K
|
-297
|
-1%
|
|
|
712
|
Aries Wealth Management
Portland,
Maine
|
$1.7M
|
+$41.4K
|
+642
|
+3%
|
|
|
713
|
M Holdings Securities
Portland,
Oregon
|
$1.67M
|
-$41.8K
|
-649
|
-2%
|
|
|
714
|
SouthState Corp
Winter Haven,
Florida
|
$1.67M
|
+$20.3K
|
+315
|
+1%
|
|
|
715
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.67M
|
-$257K
|
-3,984
|
-13%
|
|
|
716
|
Boston Advisors
Boston,
Massachusetts
|
$1.66M
|
-$1.43M
|
-22,209
|
-47%
|
|
|
717
|
Ferris Capital
Marlborough,
Massachusetts
|
$1.66M
|
–
|
–
|
–
|
|
|
718
|
RPTC Inc
Jackson,
Wyoming
|
$1.66M
|
–
|
–
|
–
|
|
|
719
|
Liberty Wealth Management
Oakland,
California
|
$1.65M
|
-$34.4K
|
-534
|
-2%
|
|
|
720
|
Naples Global Advisors
Naples,
Florida
|
$1.64M
|
-$429K
|
-6,654
|
-21%
|
|
|
721
|
Klingman & Associates
New York
|
$1.64M
|
-$1.12M
|
-17,360
|
-41%
|
|
|
722
|
|
$1.63M
|
+$91.8K
|
+1,425
|
+6%
|
|
|
723
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.63M
|
+$6.44K
|
+100
|
+0.4%
|
|
|
724
|
|
$1.62M
|
+$45.4K
|
+705
|
+3%
|
|
|
725
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.61M
|
+$51K
|
+791
|
+3%
|
|
