|
1776
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.65M
|
-$35.3K
|
-67
|
-2%
|
|
|
1777
|
Scharf Investments
Los Gatos,
California
|
$1.65M
|
-$754K
|
-1,432
|
-30%
|
|
|
1778
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.65M
|
+$155K
|
+295
|
+10%
|
|
|
1779
|
Catalyst Funds Management
Sydney NSW,
Australia
|
$1.64M
|
+$572K
|
+1,086
|
+49%
|
|
|
1780
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.64M
|
+$334K
|
+635
|
+24%
|
|
|
1781
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$1.63M
|
+$575K
|
+1,091
|
+50%
|
|
|
1782
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.63M
|
-$131K
|
-249
|
-7%
|
|
|
1783
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.63M
|
+$29K
|
+55
|
+2%
|
|
|
1784
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$1.62M
|
-$145K
|
-276
|
-9%
|
|
|
1785
|
Alta Advisers
London,
United Kingdom
|
$1.62M
|
–
|
–
|
–
|
|
|
1786
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$1.62M
|
+$965K
|
+1,833
|
+131%
|
|
|
1787
|
Missouri Trust & Investment Company
Springfield,
Missouri
|
$1.62M
|
-$11.1K
|
-21
|
-0.6%
|
|
|
1788
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.61M
|
+$180K
|
+341
|
+12%
|
|
|
1789
|
RD Lewis Holdings
Maitland,
Florida
|
$1.61M
|
-$50K
|
-95
|
-3%
|
|
|
1790
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.61M
|
-$527
|
-1
|
-0%
|
|
|
1791
|
Shelter Rock Management
Jericho,
New York
|
$1.61M
|
-$628K
|
-1,192
|
-27%
|
|
|
1792
|
Waterway Wealth Management
The Woodlands,
Texas
|
$1.61M
|
+$150K
|
+285
|
+10%
|
|
|
1793
|
Journey Advisory Group
Covington,
Kentucky
|
$1.6M
|
+$242K
|
+459
|
+17%
|
|
|
1794
|
Omnia Family Wealth
Aventura,
Florida
|
$1.6M
|
-$195K
|
-371
|
-10%
|
|
|
1795
|
Permanens Capital
New York
|
$1.6M
|
+$363K
|
+690
|
+27%
|
|
|
1796
|
Embree Financial Group
Chicago,
Illinois
|
$1.6M
|
-$98K
|
-186
|
-5%
|
|
|
1797
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.6M
|
-$117K
|
-222
|
-6%
|
|
|
1798
|
Joel Isaacson & Co
New York
|
$1.6M
|
+$23.2K
|
+44
|
+1%
|
|
|
1799
|
Affinity Capital Advisors
Berkeley,
California
|
$1.6M
|
+$133K
|
+253
|
+9%
|
|
|
1800
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.59M
|
-$45.1M
|
-85,574
|
-96%
|
|
