|
826
|
Verus Capital Partners
Scottsdale,
Arizona
|
$37.4M
|
+$566K
|
+777
|
+2%
|
|
|
827
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$37.3M
|
-$611K
|
-839
|
-2%
|
|
|
828
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$37.3M
|
-$263K
|
-361
|
-0.7%
|
|
|
829
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$36.9M
|
+$407K
|
+559
|
+1%
|
|
|
830
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$36.8M
|
+$6.52M
|
+8,954
|
+22%
|
|
|
831
|
Cascade Financial Partners
San Diego,
California
|
$36.7M
|
+$2.5M
|
+3,434
|
+8%
|
|
|
832
|
Camelot Technology Advisors
San Francisco,
California
|
$36.6M
|
-$1.65M
|
-2,267
|
-4%
|
|
|
833
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$36.6M
|
+$454K
|
+623
|
+1%
|
|
|
834
|
Buska Wealth Management
Wausau,
Wisconsin
|
$36.4M
|
-$5.37M
|
-7,373
|
-13%
|
|
|
835
|
E Fund Management
Guangzhou,
China
|
$36.3M
|
+$2.94M
|
+4,041
|
+9%
|
|
|
836
|
E Fund Management (HK)
Central,
Hong Kong
|
$36.3M
|
+$2.94M
|
+4,041
|
+9%
|
|
|
837
|
Carbahal Olsen Financial Services Group
Davis,
California
|
$36.3M
|
+$265K
|
+364
|
+0.8%
|
|
|
838
|
Sonoma Allocations
Santa Rosa,
California
|
$36.2M
|
-$2.46M
|
-3,379
|
-7%
|
|
|
839
|
J.E. Simmons & Co
Dallas,
Texas
|
$36.2M
|
-$570K
|
-783
|
-2%
|
|
|
840
|
Middleton & Co
Boston,
Massachusetts
|
$36.2M
|
-$115K
|
-158
|
-0.3%
|
|
|
841
|
SVB Wealth
Boston,
Massachusetts
|
$36M
|
-$4.61M
|
-6,326
|
-12%
|
|
|
842
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$35.8M
|
-$146K
|
-200
|
-0.4%
|
|
|
843
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$35.8M
|
+$763K
|
+1,048
|
+2%
|
|
|
844
|
Belpointe Asset Management
Reno,
Nevada
|
$35.7M
|
-$767K
|
-1,053
|
-2%
|
|
|
845
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$35.7M
|
-$27.2M
|
-37,333
|
-44%
|
|
|
846
|
Client First Capital
San Diego,
California
|
$35.7M
|
-$65.5K
|
-90
|
-0.2%
|
|
|
847
|
Wick Capital Partners
Wayne,
Pennsylvania
|
$35.7M
|
+$5.07M
|
+6,962
|
+17%
|
|
|
848
|
Verus Financial Partners
Richmond,
Virginia
|
$35.6M
|
-$213K
|
-293
|
-0.6%
|
|
|
849
|
|
$35.4M
|
+$3.89M
|
+5,336
|
+13%
|
|
|
850
|
Community Bank
Dewitt,
New York
|
$35.4M
|
+$256K
|
+352
|
+0.8%
|
|
