|
426
|
Fort Point Capital Partners
San Francisco,
California
|
$1.29M
|
+$130K
|
+1,178
|
+10%
|
|
|
427
|
SVB Wealth
Boston,
Massachusetts
|
$1.29M
|
-$46.2K
|
-419
|
-3%
|
|
|
428
|
White Pine Capital
Bloomington,
Minnesota
|
$1.26M
|
–
|
–
|
–
|
|
|
429
|
Williams Financial
North Bennington,
Vermont
|
$1.26M
|
+$1.36M
|
+12,312
|
New
|
|
|
430
|
Prospera Financial Services
Dallas,
Texas
|
$1.24M
|
-$29.9K
|
-271
|
-2%
|
|
|
431
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$1.23M
|
+$18.2K
|
+165
|
+1%
|
|
|
432
|
Omega Financial Group
Santa Barbara,
California
|
$1.22M
|
-$73.2K
|
-664
|
-5%
|
|
|
433
|
HB Wealth Management
Atlanta,
Georgia
|
$1.2M
|
+$39.9K
|
+362
|
+3%
|
|
|
434
|
Meeder Asset Management
Dublin,
Ohio
|
$1.2M
|
-$54.7K
|
-496
|
-4%
|
|
|
435
|
Finer Wealth Management
Salem,
Massachusetts
|
$1.19M
|
-$170K
|
-1,545
|
-12%
|
|
|
436
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.19M
|
-$1.1M
|
-9,952
|
-46%
|
|
|
437
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.18M
|
-$46.2K
|
-419
|
-4%
|
|
|
438
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.18M
|
+$736K
|
+6,674
|
+137%
|
|
|
439
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.18M
|
-$248K
|
-2,246
|
-16%
|
|
|
440
|
Lazard Asset Management
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
441
|
PFG Advisors
Phoenix,
Arizona
|
$1.17M
|
+$1.26M
|
+11,445
|
New
|
|
|
442
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.16M
|
-$29.7K
|
-269
|
-2%
|
|
|
443
|
Continuum Advisory
Eagle,
Idaho
|
$1.16M
|
-$1.67M
|
-15,146
|
-57%
|
|
|
444
|
Coombe, Bender & Co
Ellenville,
New York
|
$1.16M
|
+$33.9K
|
+308
|
+3%
|
|
|
445
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.13M
|
+$422K
|
+3,830
|
+53%
|
|
|
446
|
Bellecapital
Zurich,
Switzerland
|
$1.13M
|
–
|
–
|
–
|
|
|
447
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$1.12M
|
+$31.1K
|
+282
|
+3%
|
|
|
448
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.12M
|
-$46.3K
|
-420
|
-4%
|
|
|
449
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.11M
|
+$160K
|
+1,449
|
+15%
|
|
|
450
|
Running Point Capital Advisors
El Segundo,
California
|
$1.11M
|
+$29.9K
|
+271
|
+3%
|
|
