|
326
|
Valley Wealth Managers
Paramus,
New Jersey
|
$3.44M
|
-$480K
|
-12,680
|
-13%
|
|
|
327
|
Jordan Park Group
San Francisco,
California
|
$3.41M
|
+$1.11M
|
+29,348
|
+51%
|
|
|
328
|
Westwood Holdings Group
Dallas,
Texas
|
$3.41M
|
-$247K
|
-6,532
|
-7%
|
|
|
329
|
Investment Partners
New Philadelphia,
Ohio
|
$3.35M
|
+$86.8K
|
+2,292
|
+2%
|
|
|
330
|
Managed Account Services
Coconut Grove,
Florida
|
$3.33M
|
+$256K
|
+6,768
|
+8%
|
|
|
331
|
Regal Wealth Group
Seal Beach,
California
|
$3.31M
|
-$81.5K
|
-2,152
|
-2%
|
|
|
332
|
Garde Capital
Seattle,
Washington
|
$3.22M
|
-$24.5K
|
-648
|
-0.7%
|
|
|
333
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$3.2M
|
-$71.5K
|
-1,888
|
-2%
|
|
|
334
|
Mission Wealth Management
Santa Barbara,
California
|
$3.15M
|
+$91.6K
|
+2,420
|
+3%
|
|
|
335
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$3.15M
|
+$2.12K
|
+56
|
+0.1%
|
|
|
336
|
|
$3.1M
|
+$34.7K
|
+916
|
+1%
|
|
|
337
|
Castleark Management
Chicago,
Illinois
|
$3.08M
|
–
|
–
|
–
|
|
|
338
|
Round Table Services
Westfield,
New Jersey
|
$3.08M
|
-$73.5K
|
-1,940
|
-2%
|
|
|
339
|
|
$3.05M
|
+$260K
|
+6,868
|
+10%
|
|
|
340
|
|
$3.03M
|
+$30.3K
|
+800
|
+1%
|
|
|
341
|
St Louis Trust
Saint Louis,
Missouri
|
$3.03M
|
-$65.1K
|
-1,720
|
-2%
|
|
|
342
|
Wellington Management Group
Boston,
Massachusetts
|
$3M
|
+$2.44M
|
+64,484
|
+518%
|
|
|
343
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$2.98M
|
+$538K
|
+14,220
|
+19%
|
|
|
344
|
One Capital Management
Westlake Village,
California
|
$2.97M
|
-$105K
|
-2,784
|
-4%
|
|
|
345
|
Narwhal Capital Management
Marietta,
Georgia
|
$2.93M
|
–
|
–
|
–
|
|
|
346
|
Sterling Capital Management
Charlotte,
North Carolina
|
$2.9M
|
-$25K
|
-660
|
-0.9%
|
|
|
347
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$2.88M
|
-$75.7K
|
-2,000
|
-3%
|
|
|
348
|
Oakwood Capital Management
Los Angeles,
California
|
$2.85M
|
-$53.5K
|
-1,412
|
-2%
|
|
|
349
|
Intercontinental Wealth Advisors
San Antonio,
Texas
|
$2.84M
|
+$438K
|
+11,560
|
+19%
|
|
|
350
|
Rice Partnership
Honolulu,
Hawaii
|
$2.82M
|
+$152K
|
+4,004
|
+6%
|
|
