|
926
|
Summit Trail Advisors
New York
|
$2.21M
|
+$120K
|
+620
|
+5%
|
|
|
927
|
Umpqua Bank
Lake Oswego,
Oregon
|
$2.19M
|
+$22.2K
|
+115
|
+0.8%
|
|
|
928
|
Portman Square Capital
London,
United Kingdom
|
$2.19M
|
+$2.65M
|
+13,740
|
New
|
|
|
929
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$2.17M
|
+$252K
|
+1,305
|
+10%
|
|
|
930
|
Brighton Jones LLC
Seattle,
Washington
|
$2.16M
|
-$37.6K
|
-195
|
-1%
|
|
|
931
|
SkyOak Wealth
Southfield,
Michigan
|
$2.16M
|
–
|
–
|
–
|
|
|
932
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$2.15M
|
-$133K
|
-690
|
-5%
|
|
|
933
|
Neville Rodie & Shaw
New York
|
$2.12M
|
–
|
–
|
–
|
|
|
934
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$2.1M
|
-$1.82M
|
-9,420
|
-42%
|
|
|
935
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$2.09M
|
-$408K
|
-2,115
|
-14%
|
|
|
936
|
Mattson Financial Services
Kentwood,
Michigan
|
$2.09M
|
+$472K
|
+2,450
|
+23%
|
|
|
937
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.09M
|
+$1.6M
|
+8,290
|
+172%
|
|
|
938
|
VestGen Advisors
Inverness,
Illinois
|
$2.09M
|
+$2.52M
|
+13,095
|
New
|
|
|
939
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.08M
|
+$955K
|
+4,955
|
+61%
|
|
|
940
|
Harvest Fund Management
Beijing,
China
|
$2.05M
|
-$3.36M
|
-17,410
|
-57%
|
|
|
941
|
Clare Market Investments
Dallas,
Texas
|
$2.05M
|
-$492K
|
-2,550
|
-17%
|
|
|
942
|
Beta Wealth Group
San Diego,
California
|
$2.04M
|
+$95.4K
|
+495
|
+4%
|
|
|
943
|
NDWM LLC
La Jolla,
California
|
$2.03M
|
+$129K
|
+670
|
+6%
|
|
|
944
|
Leelyn Smith
Geneva,
Illinois
|
$2.03M
|
+$46.3K
|
+240
|
+2%
|
|
|
945
|
Bensler
Bellevue,
Washington
|
$2.02M
|
+$226K
|
+1,175
|
+10%
|
|
|
946
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$2.01M
|
-$95.4K
|
-495
|
-4%
|
|
|
947
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$1.99M
|
–
|
–
|
–
|
|
|
948
|
Jamison Private Wealth Management
Milton,
Georgia
|
$1.98M
|
+$158K
|
+820
|
+7%
|
|
|
949
|
Headlands Technologies
Chicago,
Illinois
|
$1.97M
|
+$2.38M
|
+12,350
|
New
|
|
|
950
|
Grant Private Wealth Management
Pleasanton,
California
|
$1.96M
|
+$785K
|
+4,075
|
+50%
|
|
