|
451
|
LPWM LLC
Minneapolis,
Minnesota
|
$11.6M
|
+$187K
|
+2,548
|
+2%
|
|
|
452
|
Omnia Family Wealth
Aventura,
Florida
|
$11.5M
|
-$267K
|
-3,627
|
-2%
|
|
|
453
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$11.5M
|
+$1.57M
|
+21,347
|
+16%
|
|
|
454
|
Halpern Financial
Ashburn,
Virginia
|
$11.4M
|
-$140K
|
-1,896
|
-1%
|
|
|
455
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$11.4M
|
-$130K
|
-1,766
|
-1%
|
|
|
456
|
Veery Capital
Wilmington,
Delaware
|
$11.4M
|
-$82.1K
|
-1,116
|
-0.7%
|
|
|
457
|
Riverview Trust Company
Vancouver,
Washington
|
$11.4M
|
-$12K
|
-163
|
-0.1%
|
|
|
458
|
RWA Wealth Partners
Newton,
Massachusetts
|
$11.3M
|
+$66.4K
|
+903
|
+0.6%
|
|
|
459
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$11.3M
|
-$302K
|
-4,101
|
-3%
|
|
|
460
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$11.3M
|
–
|
–
|
–
|
|
|
461
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11.2M
|
+$751K
|
+10,204
|
+7%
|
|
|
462
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$11.2M
|
-$271K
|
-3,686
|
-2%
|
|
|
463
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$11.2M
|
-$317K
|
-4,310
|
-3%
|
|
|
464
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.2M
|
+$53.2K
|
+723
|
+0.5%
|
|
|
465
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11M
|
+$11.1M
|
+151,075
|
New
|
|
|
466
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$11M
|
+$2.28M
|
+31,016
|
+26%
|
|
|
467
|
Northcape Wealth Management
Williamsville,
New York
|
$10.9M
|
-$36.9K
|
-501
|
-0.3%
|
|
|
468
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$10.9M
|
+$120K
|
+1,628
|
+1%
|
|
|
469
|
Custos Family Office
Austin,
Texas
|
$10.8M
|
+$507K
|
+6,896
|
+5%
|
|
|
470
|
|
$10.8M
|
+$81.7K
|
+1,110
|
+0.8%
|
|
|
471
|
Rock Creek Group
Washington,
District of Columbia
|
$10.7M
|
-$6.48M
|
-88,115
|
-38%
|
|
|
472
|
Coastline Trust
Providence,
Rhode Island
|
$10.7M
|
-$215K
|
-2,922
|
-2%
|
|
|
473
|
Symphony Financial
Houston,
Texas
|
$10.6M
|
+$5.53M
|
+75,200
|
+106%
|
|
|
474
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$10.6M
|
-$9.04M
|
-122,860
|
-46%
|
|
|
475
|
Summit Wealth Partners
Orlando,
Florida
|
$10.5M
|
-$397K
|
-5,400
|
-4%
|
|
