|
801
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.27M
|
+$76.2K
|
+352
|
+6%
|
|
|
802
|
Cadinha & Co
Honolulu,
Hawaii
|
$1.26M
|
-$32.9K
|
-152
|
-2%
|
|
|
803
|
WealthGarden F.S.
El Segundo,
California
|
$1.26M
|
+$11.5K
|
+53
|
+0.9%
|
|
|
804
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.26M
|
-$12.8K
|
-59
|
-1%
|
|
|
805
|
Corundum Group
Colorado Springs,
Colorado
|
$1.26M
|
-$75.8K
|
-350
|
-6%
|
|
|
806
|
Pinion Investment Advisors
Wichita,
Kansas
|
$1.25M
|
+$1.29M
|
+5,935
|
New
|
|
|
807
|
MN Wealth Advisors
Overland Park,
Kansas
|
$1.25M
|
+$27.3K
|
+126
|
+2%
|
|
|
808
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.25M
|
–
|
–
|
–
|
|
|
809
|
Tarbox Family Office
Newport Beach,
California
|
$1.22M
|
–
|
–
|
–
|
|
|
810
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$1.22M
|
-$102K
|
-473
|
-8%
|
|
|
811
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.22M
|
+$1.26M
|
+5,796
|
New
|
|
|
812
|
Boston Family Office
Boston,
Massachusetts
|
$1.21M
|
–
|
–
|
–
|
|
|
813
|
HighMark Wealth Management
St. Paul,
Minnesota
|
$1.21M
|
+$1.3K
|
+6
|
+0.1%
|
|
|
814
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$1.21M
|
-$129K
|
-595
|
-9%
|
|
|
815
|
Newport Capital Group
Red Bank,
New Jersey
|
$1.21M
|
+$19.1K
|
+88
|
+2%
|
|
|
816
|
Sendero Wealth Management
San Antonio,
Texas
|
$1.2M
|
-$76K
|
-351
|
-6%
|
|
|
817
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$1.2M
|
-$85.7K
|
-396
|
-7%
|
|
|
818
|
Hohimer Wealth Management
Seattle,
Washington
|
$1.19M
|
-$540K
|
-2,496
|
-31%
|
|
|
819
|
Excelsior Advisor Network
Denver,
Colorado
|
$1.19M
|
+$36.4K
|
+168
|
+3%
|
|
|
820
|
Rothschild Investment LLC
Chicago,
Illinois
|
$1.19M
|
-$149K
|
-686
|
-11%
|
|
|
821
|
Latitude Advisors
Vero Beach,
Florida
|
$1.19M
|
+$401K
|
+1,853
|
+49%
|
|
|
822
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.18M
|
–
|
–
|
–
|
|
|
823
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.18M
|
-$61.3K
|
-283
|
-5%
|
|
|
824
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
825
|
Summit Trail Advisors
New York
|
$1.16M
|
+$350K
|
+1,615
|
+42%
|
|
