|
426
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$11.3M
|
+$134K
|
+676
|
+1%
|
|
|
427
|
Evercore Wealth Management
New York
|
$11.2M
|
+$1.39M
|
+7,015
|
+14%
|
|
|
428
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$11.2M
|
-$75.9K
|
-383
|
-0.7%
|
|
|
429
|
Perbak Capital Partners
London,
United Kingdom
|
$11.1M
|
-$52.8M
|
-266,373
|
-82%
|
|
|
430
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$11.1M
|
-$461K
|
-2,328
|
-4%
|
|
|
431
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.1M
|
+$345K
|
+1,741
|
+3%
|
|
|
432
|
Concentric Capital Strategies
Stamford,
Connecticut
|
$11M
|
+$10.4M
|
+52,705
|
+1,089%
|
|
|
433
|
Frank Rimerman Advisors
Palo Alto,
California
|
$11M
|
-$380K
|
-1,918
|
-3%
|
|
|
434
|
Kestra Private Wealth Services
Austin,
Texas
|
$11M
|
+$1.31M
|
+6,630
|
+13%
|
|
|
435
|
Rothschild Capital Partners
New York
|
$10.9M
|
+$3.74M
|
+18,879
|
+50%
|
|
|
436
|
M3 Wealth Management
Cincinnati,
Ohio
|
$10.9M
|
+$781K
|
+3,939
|
+7%
|
|
|
437
|
J. R. Prunier Capital Management LLC
Holden,
Massachusetts
|
$10.8M
|
+$39.6K
|
+200
|
+0.4%
|
|
|
438
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$10.8M
|
-$1.03M
|
-5,200
|
-8%
|
|
|
439
|
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
$10.7M
|
+$2.62M
|
+13,200
|
+31%
|
|
|
440
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$10.7M
|
-$965K
|
-4,872
|
-8%
|
|
|
441
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$10.7M
|
-$59.8K
|
-302
|
-0.5%
|
|
|
442
|
Clarus Group
Houston,
Texas
|
$10.7M
|
-$90.8K
|
-458
|
-0.8%
|
|
|
443
|
Acima Private Wealth
Richmond,
Virginia
|
$10.7M
|
+$23.4K
|
+118
|
+0.2%
|
|
|
444
|
Sterling Manor Financial
Saratoga Springs,
New York
|
$10.6M
|
-$2.56M
|
-12,930
|
-19%
|
|
|
445
|
CM Wealth Advisors
Beachwood,
Ohio
|
$10.6M
|
+$96.1K
|
+485
|
+0.9%
|
|
|
446
|
Principal Street Partners
Memphis,
Tennessee
|
$10.5M
|
+$45K
|
+227
|
+0.4%
|
|
|
447
|
Winthrop Capital Management
Carmel,
Indiana
|
$10.5M
|
-$1.38M
|
-6,988
|
-11%
|
|
|
448
|
EP Wealth Advisors
Torrance,
California
|
$10.4M
|
-$217K
|
-1,096
|
-2%
|
|
|
449
|
|
$10.4M
|
–
|
–
|
–
|
|
|
450
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$10.3M
|
+$536K
|
+2,703
|
+5%
|
|
