|
851
|
Wind River Trust Company
Jackson,
Wyoming
|
$1.52M
|
–
|
–
|
–
|
|
|
852
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.52M
|
+$1.48M
|
+22,542
|
+15,335%
|
|
|
853
|
Allworth Financial
Folsom,
California
|
$1.51M
|
-$220K
|
-3,354
|
-13%
|
|
|
854
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.5M
|
-$103K
|
-1,569
|
-7%
|
|
|
855
|
Warner Financial
Bethesda,
Maryland
|
$1.5M
|
+$20.7K
|
+316
|
+1%
|
|
|
856
|
Courage Miller Partners
Norfolk,
Virginia
|
$1.49M
|
+$23.1K
|
+352
|
+2%
|
|
|
857
|
Zions Bancorporation
Salt Lake City,
Utah
|
$1.49M
|
–
|
–
|
–
|
|
|
858
|
Lazard Asset Management
New York
|
$1.49M
|
+$726K
|
+11,071
|
+99%
|
|
|
859
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.48M
|
-$52.8K
|
-806
|
-4%
|
|
|
860
|
Tiedemann Advisors
New York
|
$1.46M
|
+$456K
|
+6,956
|
+47%
|
|
|
861
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.46M
|
+$90.2K
|
+1,376
|
+7%
|
|
|
862
|
Belpointe Asset Management
Reno,
Nevada
|
$1.46M
|
+$956K
|
+14,578
|
+202%
|
|
|
863
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.45M
|
-$8.06K
|
-123
|
-0.6%
|
|
|
864
|
Access Financial Services
Minneapolis,
Minnesota
|
$1.45M
|
-$5.51K
|
-84
|
-0.4%
|
|
|
865
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.45M
|
-$26.6K
|
-406
|
-2%
|
|
|
866
|
Lincoln Capital
Lincoln,
Nebraska
|
$1.45M
|
+$1.77K
|
+27
|
+0.1%
|
|
|
867
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.44M
|
-$10.5K
|
-160
|
-0.7%
|
|
|
868
|
Howard Financial Services
Dallas,
Texas
|
$1.44M
|
-$55.1K
|
-840
|
-4%
|
|
|
869
|
W Advisors LLC
Germantown,
Tennessee
|
$1.43M
|
-$328
|
-5
|
-0%
|
|
|
870
|
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
|
$1.43M
|
+$16.4K
|
+250
|
+1%
|
|
|
871
|
New Republic Capital
Charlotte,
North Carolina
|
$1.41M
|
-$54.1K
|
-825
|
-4%
|
|
|
872
|
Helen Stephens Group
Fort Worth,
Texas
|
$1.4M
|
–
|
–
|
–
|
|
|
873
|
Seven Post Investment Office
San Francisco,
California
|
$1.4M
|
+$583K
|
+8,886
|
+74%
|
|
|
874
|
Evercore Wealth Management
New York
|
$1.39M
|
-$13.4K
|
-204
|
-1%
|
|
|
875
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.38M
|
-$25.9K
|
-395
|
-2%
|
|
