|
326
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$3M
|
-$1.54M
|
-44,949
|
-34%
|
|
|
327
|
Mengis Capital Management
Portland,
Oregon
|
$2.93M
|
-$20.5K
|
-600
|
-0.7%
|
|
|
328
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.92M
|
-$35.8K
|
-1,047
|
-1%
|
|
|
329
|
Ferris Capital
Marlborough,
Massachusetts
|
$2.9M
|
-$129K
|
-3,762
|
-4%
|
|
|
330
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$2.88M
|
+$2.83M
|
+82,680
|
New
|
|
|
331
|
China Universal Asset Management Company
Shanghai,
China
|
$2.87M
|
+$2.82M
|
+82,500
|
New
|
|
|
332
|
Silicon Hills Wealth Management
Austin,
Texas
|
$2.85M
|
-$1.74M
|
-50,931
|
-38%
|
|
|
333
|
Weil Company
San Diego,
California
|
$2.81M
|
-$1.71M
|
-50,121
|
-38%
|
|
|
334
|
US Bancorp
Minneapolis,
Minnesota
|
$2.77M
|
+$345K
|
+10,087
|
+15%
|
|
|
335
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$2.76M
|
+$2.19M
|
+64,026
|
+417%
|
|
|
336
|
Fermata Advisors
Sonoma,
California
|
$2.68M
|
-$804K
|
-23,514
|
-23%
|
|
|
337
|
All Season Financial Advisors
Denver,
Colorado
|
$2.62M
|
-$80.8K
|
-2,363
|
-3%
|
|
|
338
|
WMS Partners
Towson,
Maryland
|
$2.62M
|
-$34.2K
|
-1,000
|
-1%
|
|
|
339
|
Liberty Wealth Management
Oakland,
California
|
$2.58M
|
-$2.99M
|
-87,447
|
Closed
|
|
|
340
|
Madden Advisory Services
Jacksonville,
Florida
|
$2.58M
|
+$281K
|
+8,226
|
+12%
|
|
|
341
|
Gould Asset Management
Claremont,
California
|
$2.58M
|
+$6.66K
|
+195
|
+0.3%
|
|
|
342
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$2.56M
|
+$50.6K
|
+1,480
|
+2%
|
|
|
343
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.55M
|
+$2.51M
|
+73,298
|
New
|
|
|
344
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.55M
|
–
|
–
|
–
|
|
|
345
|
Prudential plc
London, England,
United Kingdom
|
$2.55M
|
+$934K
|
+27,330
|
+60%
|
|
|
346
|
Allie Family Office
Miami,
Florida
|
$2.53M
|
+$2.49M
|
+72,720
|
New
|
|
|
347
|
CreativeOne Wealth
Overland Park,
Kansas
|
$2.5M
|
-$378K
|
-11,066
|
-13%
|
|
|
348
|
Spearhead Capital Advisors
Wellington,
Florida
|
$2.48M
|
+$811K
|
+23,736
|
+50%
|
|
|
349
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.47M
|
-$66.6K
|
-1,948
|
-3%
|
|
|
350
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$2.45M
|
+$469K
|
+13,716
|
+24%
|
|
