|
351
|
Drake & Associates
Waukesha,
Wisconsin
|
$12.3M
|
-$63K
|
-1,305
|
-0.5%
|
|
|
352
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$12.2M
|
+$179K
|
+3,695
|
+1%
|
|
|
353
|
Tower Wealth Partners
Lewisburg,
Pennsylvania
|
$12.2M
|
+$161K
|
+3,335
|
+1%
|
|
|
354
|
Lodestar Private Asset Management
Alamo,
California
|
$12.1M
|
+$12.1M
|
+250,115
|
New
|
|
|
355
|
Hilltop Partners
Mishawaka,
Indiana
|
$12.1M
|
+$12M
|
+249,375
|
New
|
|
|
356
|
NewEdge Advisors
New Orleans,
Louisiana
|
$12M
|
+$1.41M
|
+29,240
|
+9%
|
|
|
357
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$12M
|
+$12M
|
+247,870
|
+41,312%
|
|
|
358
|
Community Bank
Dewitt,
New York
|
$12M
|
+$1.81M
|
+37,545
|
+18%
|
|
|
359
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$12M
|
+$11.6K
|
+240
|
+0.1%
|
|
|
360
|
Asset Management Group
Stamford,
Connecticut
|
$11.9M
|
+$87.4K
|
+1,810
|
+0.7%
|
|
|
361
|
Leavell Investment Management
Mobile,
Alabama
|
$11.9M
|
+$348K
|
+7,195
|
+3%
|
|
|
362
|
Bailard
Foster City,
California
|
$11.9M
|
-$290K
|
-6,005
|
-2%
|
|
|
363
|
BSW Wealth Partners
Boulder,
Colorado
|
$11.8M
|
-$439K
|
-9,090
|
-4%
|
|
|
364
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$11.7M
|
+$103K
|
+2,125
|
+0.9%
|
|
|
365
|
Platt Investment Counsel
Lake Mary,
Florida
|
$11.7M
|
+$1.86M
|
+38,480
|
+19%
|
|
|
366
|
Simon Quick Advisors
Morristown,
New Jersey
|
$11.7M
|
-$186K
|
-3,855
|
-2%
|
|
|
367
|
Marietta Wealth Management
Marietta,
Georgia
|
$11.7M
|
+$134K
|
+2,765
|
+1%
|
|
|
368
|
Castle Wealth Management
West Palm Beach,
Florida
|
$11.6M
|
-$7K
|
-145
|
-0.1%
|
|
|
369
|
Ironwood Financial
Tucson,
Arizona
|
$11.6M
|
+$57K
|
+1,180
|
+0.5%
|
|
|
370
|
Cambridge Trust
Cambridge,
Massachusetts
|
$11.5M
|
-$201K
|
-4,160
|
-2%
|
|
|
371
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$11.5M
|
+$164K
|
+3,400
|
+1%
|
|
|
372
|
Centerpoint Advisors
Needham,
Massachusetts
|
$11.5M
|
-$1.14M
|
-23,685
|
-9%
|
|
|
373
|
AAF Wealth Management
Westborough,
Massachusetts
|
$11.5M
|
-$85.5K
|
-1,770
|
-0.7%
|
|
|
374
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$11.5M
|
+$653K
|
+13,525
|
+6%
|
|
|
375
|
Vision Capital Management
Portland,
Oregon
|
$11.4M
|
-$279K
|
-5,780
|
-2%
|
|
