|
401
|
Argent Advisors
Monroe,
Louisiana
|
$14.4M
|
+$162K
|
+2,194
|
+1%
|
|
|
402
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$14.4M
|
-$1.2M
|
-16,277
|
-7%
|
|
|
403
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$14.3M
|
-$3.62K
|
-49
|
-0%
|
|
|
404
|
Main Management
San Francisco,
California
|
$14.3M
|
+$427K
|
+5,789
|
+3%
|
|
|
405
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$14.3M
|
+$1.11M
|
+15,092
|
+8%
|
|
|
406
|
Curi RMB Capital
Chicago,
Illinois
|
$14.2M
|
+$246K
|
+3,334
|
+2%
|
|
|
407
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$14.2M
|
+$1.49M
|
+20,231
|
+11%
|
|
|
408
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$14.1M
|
+$332K
|
+4,505
|
+2%
|
|
|
409
|
Trajan Wealth
Scottsdale,
Arizona
|
$14.1M
|
-$7.73M
|
-104,771
|
-34%
|
|
|
410
|
Pine Ridge Advisers
New York
|
$14M
|
–
|
–
|
–
|
|
|
411
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$14M
|
+$263K
|
+3,563
|
+2%
|
|
|
412
|
Marietta Wealth Management
Marietta,
Georgia
|
$13.7M
|
+$304K
|
+4,116
|
+2%
|
|
|
413
|
SCS Capital Management
Boston,
Massachusetts
|
$13.7M
|
+$2.06M
|
+27,958
|
+17%
|
|
|
414
|
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
$13.7M
|
+$4.53M
|
+61,372
|
+46%
|
|
|
415
|
Custos Family Office
Austin,
Texas
|
$13.6M
|
+$1.42M
|
+19,222
|
+11%
|
|
|
416
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$13.5M
|
-$2.09M
|
-28,353
|
-13%
|
|
|
417
|
PDS Planning
Dublin,
Ohio
|
$13.5M
|
+$91.2K
|
+1,236
|
+0.6%
|
|
|
418
|
Single Point Partners
Boston,
Massachusetts
|
$13.4M
|
+$757K
|
+10,268
|
+6%
|
|
|
419
|
BSW Wealth Partners
Boulder,
Colorado
|
$13.4M
|
+$482K
|
+6,533
|
+4%
|
|
|
420
|
Grove Bank & Trust
Miami,
Florida
|
$13.3M
|
-$266K
|
-3,602
|
-2%
|
|
|
421
|
Better Money Decisions
Santa Fe,
New Mexico
|
$13.3M
|
-$944K
|
-12,801
|
-6%
|
|
|
422
|
LPWM LLC
Minneapolis,
Minnesota
|
$13.3M
|
+$2.26M
|
+30,580
|
+19%
|
|
|
423
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$13.3M
|
+$52.4K
|
+710
|
+0.4%
|
|
|
424
|
Synovus Financial
Columbus,
Georgia
|
$13.3M
|
+$130K
|
+1,763
|
+0.9%
|
|
|
425
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$13.1M
|
-$16.4M
|
-222,364
|
-54%
|
|
