|
326
|
Everett Harris & Co
Los Angeles,
California
|
$11M
|
-$480K
|
-9,828
|
-4%
|
|
|
327
|
Perigon Wealth Management
San Francisco,
California
|
$10.9M
|
+$1.11M
|
+22,656
|
+11%
|
|
|
328
|
Custos Family Office
Austin,
Texas
|
$10.9M
|
+$1.29M
|
+26,344
|
+13%
|
|
|
329
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$10.9M
|
-$90.8K
|
-1,860
|
-0.8%
|
|
|
330
|
|
$10.7M
|
+$10.6M
|
+217,610
|
New
|
|
|
331
|
RPTC Inc
Jackson,
Wyoming
|
$10.6M
|
+$101K
|
+2,078
|
+1%
|
|
|
332
|
Strategic Blueprint
Atlanta,
Georgia
|
$10.6M
|
+$1.29M
|
+26,367
|
+14%
|
|
|
333
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$10.6M
|
+$475K
|
+9,729
|
+5%
|
|
|
334
|
Neumann Capital Management
Foster City,
California
|
$10.5M
|
-$980K
|
-20,061
|
-9%
|
|
|
335
|
|
$10.5M
|
–
|
–
|
–
|
|
|
336
|
DZ Bank
Frankfurt Am Main,
Germany
|
$10.5M
|
-$733K
|
-15,000
|
-7%
|
|
|
337
|
Community Bank
Dewitt,
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
338
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$10.4M
|
+$1.93M
|
+39,617
|
+23%
|
|
|
339
|
Pure Financial Advisors
San Diego,
California
|
$10.4M
|
+$839K
|
+17,173
|
+9%
|
|
|
340
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$10.3M
|
+$284K
|
+5,814
|
+3%
|
|
|
341
|
BSW Wealth Partners
Boulder,
Colorado
|
$10.2M
|
+$428K
|
+8,766
|
+4%
|
|
|
342
|
Grove Bank & Trust
Miami,
Florida
|
$10.2M
|
-$96.3K
|
-1,972
|
-0.9%
|
|
|
343
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$10.2M
|
-$140K
|
-2,870
|
-1%
|
|
|
344
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$10.1M
|
+$174K
|
+3,570
|
+2%
|
|
|
345
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$10M
|
-$102K
|
-2,092
|
-1%
|
|
|
346
|
Strategic Investment Management
Arlington,
Virginia
|
$10M
|
-$16.9M
|
-346,290
|
-64%
|
|
|
347
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$10M
|
-$2.1M
|
-42,953
|
-17%
|
|
|
348
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$9.99M
|
+$178K
|
+3,654
|
+2%
|
|
|
349
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$9.96M
|
+$904K
|
+18,501
|
+10%
|
|
|
350
|
Kestra Advisory Services
Austin,
Texas
|
$9.94M
|
+$184K
|
+3,766
|
+2%
|
|
