|
651
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.39M
|
+$313K
|
+1,074
|
+29%
|
|
|
652
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.39M
|
-$48.7K
|
-167
|
-3%
|
|
|
653
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.38M
|
+$289K
|
+992
|
+26%
|
|
|
654
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$1.38M
|
–
|
–
|
–
|
|
|
655
|
Angeles Investment Advisors
Santa Monica,
California
|
$1.38M
|
+$1.39M
|
+4,760
|
New
|
|
|
656
|
McDonald Partners
Cleveland,
Ohio
|
$1.35M
|
+$23.3K
|
+80
|
+2%
|
|
|
657
|
Wealth Alliance
Mellville,
New York
|
$1.35M
|
+$31.5K
|
+108
|
+2%
|
|
|
658
|
FORA Capital
Miami,
Florida
|
$1.35M
|
+$1.36M
|
+4,657
|
New
|
|
|
659
|
YorkBridge Wealth Partners
New York
|
$1.33M
|
+$138K
|
+473
|
+11%
|
|
|
660
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$1.33M
|
+$1.34M
|
+4,598
|
New
|
|
|
661
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$1.33M
|
-$55.4K
|
-190
|
-4%
|
|
|
662
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.33M
|
-$8.16K
|
-28
|
-0.6%
|
|
|
663
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.33M
|
-$10.2K
|
-35
|
-0.8%
|
|
|
664
|
Venturi Wealth Management
Austin,
Texas
|
$1.32M
|
+$8.46K
|
+29
|
+0.6%
|
|
|
665
|
DeDora Capital
Napa,
California
|
$1.31M
|
-$5.54K
|
-19
|
-0.4%
|
|
|
666
|
Diversified Trust
Memphis,
Tennessee
|
$1.31M
|
+$138K
|
+474
|
+12%
|
|
|
667
|
Lido Advisors
Los Angeles,
California
|
$1.3M
|
+$3.21K
|
+11
|
+0.2%
|
|
|
668
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$1.3M
|
+$846K
|
+2,900
|
+181%
|
|
|
669
|
Argent Trust Co
Nashville,
Tennessee
|
$1.3M
|
+$151K
|
+519
|
+13%
|
|
|
670
|
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
|
$1.29M
|
+$760K
|
+2,607
|
+142%
|
|
|
671
|
Legacy Private Trust
Neenah,
Wisconsin
|
$1.25M
|
+$468K
|
+1,605
|
+59%
|
|
|
672
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.25M
|
+$179K
|
+615
|
+17%
|
|
|
673
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.25M
|
+$5.25K
|
+18
|
+0.4%
|
|
|
674
|
Bar Harbor Trust Services
Ellsworth,
Maine
|
$1.24M
|
+$112K
|
+383
|
+10%
|
|
|
675
|
Deltec Asset Management
New York
|
$1.24M
|
–
|
–
|
–
|
|
