|
226
|
Westmount Partners
Los Angeles,
California
|
$2.11M
|
–
|
–
|
–
|
|
|
227
|
Bank of New York Mellon
New York
|
$2.1M
|
-$913K
|
-35,951
|
-31%
|
|
|
228
|
World Equity Group
Schaumburg,
Illinois
|
$1.99M
|
+$101K
|
+3,987
|
+6%
|
|
|
229
|
William Blair & Company
Chicago,
Illinois
|
$1.95M
|
+$1.17M
|
+46,236
|
+165%
|
|
|
230
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$1.95M
|
+$203
|
+8
|
+0%
|
|
|
231
|
Bearing Point Capital
Bloomington,
Minnesota
|
$1.93M
|
–
|
–
|
–
|
|
|
232
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.93M
|
+$1.86M
|
+73,257
|
New
|
|
|
233
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.88M
|
–
|
–
|
–
|
|
|
234
|
Aspiring Ventures
Cincinnati,
Ohio
|
$1.84M
|
–
|
–
|
–
|
|
|
235
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.79M
|
-$37.9K
|
-1,492
|
-2%
|
|
|
236
|
Angeles Wealth Management
Santa Monica,
California
|
$1.77M
|
–
|
–
|
–
|
|
|
237
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.77M
|
-$242K
|
-9,540
|
-12%
|
|
|
238
|
Harbor Asset Planning
Belmont,
Massachusetts
|
$1.77M
|
-$196K
|
-7,719
|
-10%
|
|
|
239
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.77M
|
+$41.4K
|
+1,630
|
+2%
|
|
|
240
|
Midland Wealth Advisors
Effingham,
Illinois
|
$1.75M
|
+$10.1K
|
+397
|
+0.6%
|
|
|
241
|
Y-Intercept (HK)
Hong Kong
|
$1.74M
|
+$588K
|
+23,175
|
+54%
|
|
|
242
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.74M
|
+$203K
|
+7,991
|
+14%
|
|
|
243
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.71M
|
+$8.63K
|
+340
|
+0.5%
|
|
|
244
|
Harbor Group
Bedford,
New Hampshire
|
$1.69M
|
+$6.4K
|
+252
|
+0.4%
|
|
|
245
|
Yoder Wealth Management
Walnut Creek,
California
|
$1.69M
|
-$89.2K
|
-3,515
|
-5%
|
|
|
246
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.68M
|
-$32.5K
|
-1,281
|
-2%
|
|
|
247
|
Whipplewood Advisors
Littleton,
Colorado
|
$1.68M
|
-$4.95K
|
-195
|
-0.3%
|
|
|
248
|
McGrath & Associates
Asheville,
North Carolina
|
$1.65M
|
-$36.9K
|
-1,452
|
-2%
|
|
|
249
|
Larson Financial Group
St Louis,
Missouri
|
$1.63M
|
-$410K
|
-16,160
|
-21%
|
|
|
250
|
GTS Securities
Miami,
Florida
|
$1.62M
|
+$1.57M
|
+61,724
|
New
|
|
