|
426
|
Surience Private Wealth
Yakima,
Washington
|
$15.1M
|
+$14.8M
|
+41,547
|
New
|
|
|
427
|
SAM Advisors
Oakhurst,
California
|
$15.1M
|
+$1.1M
|
+3,111
|
+8%
|
|
|
428
|
Veritable
Wilmington,
Delaware
|
$15M
|
-$135K
|
-380
|
-0.9%
|
|
|
429
|
Oxler Private Wealth
Rye Brook,
New York
|
$14.9M
|
+$2.42M
|
+6,811
|
+20%
|
|
|
430
|
KCM Investment Advisors
Greenbrae,
California
|
$14.9M
|
-$227K
|
-640
|
-2%
|
|
|
431
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$14.9M
|
-$7.1K
|
-20
|
-0%
|
|
|
432
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$14.8M
|
+$793K
|
+2,233
|
+6%
|
|
|
433
|
Asset Management Group
Stamford,
Connecticut
|
$14.8M
|
+$405K
|
+1,141
|
+3%
|
|
|
434
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$14.7M
|
+$47.9K
|
+135
|
+0.3%
|
|
|
435
|
Magnolia Capital Management
Cold Spring,
New York
|
$14.7M
|
-$206K
|
-580
|
-1%
|
|
|
436
|
JVL Associates
Wyoming,
Michigan
|
$14.7M
|
+$2.76M
|
+7,769
|
+24%
|
|
|
437
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$14.6M
|
-$418K
|
-1,176
|
-3%
|
|
|
438
|
TLWM Financial
San Antonio,
Texas
|
$14.6M
|
-$37.3K
|
-105
|
-0.3%
|
|
|
439
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$14.5M
|
-$63.6K
|
-179
|
-0.4%
|
|
|
440
|
Bank Hapoalim BM
Tel Aviv,
Israel
|
$14.5M
|
+$1.7M
|
+4,785
|
+14%
|
|
|
441
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$14.5M
|
-$613K
|
-1,725
|
-4%
|
|
|
442
|
Arete Wealth Advisors
Chicago,
Illinois
|
$14.5M
|
-$2.44M
|
-6,859
|
-15%
|
|
|
443
|
Founders Capital Management (Texas)
Houston,
Texas
|
$14.5M
|
–
|
–
|
–
|
|
|
444
|
Resolute Advisors
San Francisco,
California
|
$14.4M
|
+$1.73M
|
+4,862
|
+14%
|
|
|
445
|
Circle Wealth Management
Summit,
New Jersey
|
$14.4M
|
+$732K
|
+2,060
|
+5%
|
|
|
446
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$14.4M
|
-$1.54M
|
-4,348
|
-10%
|
|
|
447
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$14.3M
|
+$972K
|
+2,737
|
+7%
|
|
|
448
|
Bristlecone Advisors
Bellevue,
Washington
|
$14.3M
|
+$10.4M
|
+29,356
|
+289%
|
|
|
449
|
Spire Wealth Management
Mclean,
Virginia
|
$14.2M
|
-$604K
|
-1,700
|
-4%
|
|
|
450
|
ACT Advisors
Asheville,
North Carolina
|
$14.2M
|
+$6.45M
|
+18,170
|
+87%
|
|
