|
451
|
Peninsula Wealth
San Francisco,
California
|
$11.6M
|
-$2.29M
|
-32,217
|
-17%
|
|
|
452
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.5M
|
+$714K
|
+10,031
|
+7%
|
|
|
453
|
Becker Capital Management
Portland,
Oregon
|
$11.5M
|
-$8.45M
|
-118,770
|
-43%
|
|
|
454
|
Physician Wealth Advisors
Midvale,
Utah
|
$11.4M
|
-$1.14M
|
-16,029
|
-9%
|
|
|
455
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.3M
|
+$1.58M
|
+22,146
|
+17%
|
|
|
456
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$11.3M
|
+$229K
|
+3,218
|
+2%
|
|
|
457
|
LPWM LLC
Minneapolis,
Minnesota
|
$11.3M
|
+$341K
|
+4,784
|
+3%
|
|
|
458
|
Strategic Investment Management
Arlington,
Virginia
|
$11.3M
|
-$1.03M
|
-14,400
|
-8%
|
|
|
459
|
Northcape Wealth Management
Williamsville,
New York
|
$11.2M
|
-$87.8K
|
-1,233
|
-0.8%
|
|
|
460
|
Coastline Trust
Providence,
Rhode Island
|
$11.2M
|
-$166K
|
-2,330
|
-2%
|
|
|
461
|
Relative Value Partners Group
|
$11.2M
|
-$655K
|
-9,200
|
-5%
|
|
|
462
|
Summit Wealth Partners
Orlando,
Florida
|
$11.1M
|
+$199K
|
+2,799
|
+2%
|
|
|
463
|
Avid Wealth Partners
San Antonio,
Texas
|
$11.1M
|
-$868K
|
-12,188
|
-8%
|
|
|
464
|
CIBC World Market
Toronto,
Ontario, Canada
|
$11.1M
|
-$44.8K
|
-630
|
-0.4%
|
|
|
465
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$11M
|
+$654K
|
+9,182
|
+7%
|
|
|
466
|
Kaydan Wealth Management
Fenton,
Michigan
|
$11M
|
+$107K
|
+1,502
|
+1%
|
|
|
467
|
|
$10.9M
|
+$114K
|
+1,602
|
+1%
|
|
|
468
|
Bremer Bank National Association
St Paul,
Minnesota
|
$10.9M
|
-$4.36M
|
-61,244
|
-29%
|
|
|
469
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$10.8M
|
+$8.19K
|
+115
|
+0.1%
|
|
|
470
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$10.7M
|
+$466K
|
+6,541
|
+5%
|
|
|
471
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$10.7M
|
+$5.18M
|
+72,776
|
+102%
|
|
|
472
|
IEQ Capital
Foster City,
California
|
$10.6M
|
+$224K
|
+3,151
|
+2%
|
|
|
473
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$10.6M
|
+$91.5K
|
+1,286
|
+0.9%
|
|
|
474
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$10.6M
|
-$675K
|
-9,488
|
-6%
|
|
|
475
|
Custos Family Office
Austin,
Texas
|
$10.6M
|
+$105K
|
+1,476
|
+1%
|
|
