|
651
|
Yale University
New Haven,
Connecticut
|
$14.5M
|
-$23.4M
|
-76,000
|
-63%
|
|
|
652
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$14.4M
|
+$354K
|
+1,150
|
+3%
|
|
|
653
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$14.3M
|
-$23.4K
|
-76
|
-0.2%
|
|
|
654
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$14.3M
|
+$54.8K
|
+178
|
+0.4%
|
|
|
655
|
|
$14.3M
|
-$27.7M
|
-89,929
|
-67%
|
|
|
656
|
Homrich & Berg
Atlanta,
Georgia
|
$14.2M
|
+$756K
|
+2,456
|
+6%
|
|
|
657
|
V Wealth Advisors
Overland Park,
Kansas
|
$14.2M
|
–
|
–
|
–
|
|
|
658
|
Vivaldi Capital Management
Chicago,
Illinois
|
$14.2M
|
+$756K
|
+2,456
|
+6%
|
|
|
659
|
Sompo Asset Management
Tokyo,
Japan
|
$14.2M
|
+$13.1M
|
+42,400
|
+2,451%
|
|
|
660
|
|
$14.2M
|
+$1.04M
|
+3,366
|
+8%
|
|
|
661
|
Pathstone Family Office
Englewood,
New Jersey
|
$14.2M
|
-$669K
|
-2,172
|
-5%
|
|
|
662
|
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
$14.1M
|
+$13.5M
|
+43,950
|
New
|
|
|
663
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$14.1M
|
+$13.5M
|
+43,758
|
New
|
|
|
664
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$14M
|
-$200K
|
-648
|
-1%
|
|
|
665
|
Gotham Asset Management
New York
|
$13.8M
|
+$13.2M
|
+43,000
|
New
|
|
|
666
|
Keebeck Wealth Management
Chicago,
Illinois
|
$13.8M
|
+$13.1M
|
+42,701
|
New
|
|
|
667
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.8M
|
-$108K
|
-350
|
-0.8%
|
|
|
668
|
Tolleson Wealth Management
Dallas,
Texas
|
$13.8M
|
–
|
–
|
–
|
|
|
669
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$13.7M
|
+$13.1M
|
+42,491
|
New
|
|
|
670
|
Private Trust Company
Cleveland,
Ohio
|
$13.7M
|
+$113K
|
+368
|
+0.9%
|
|
|
671
|
Empirical Wealth Management
Seattle,
Washington
|
$13.6M
|
+$892K
|
+2,897
|
+7%
|
|
|
672
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.6M
|
+$148K
|
+481
|
+1%
|
|
|
673
|
Tikvah Management
Charlotte,
North Carolina
|
$13.5M
|
+$1.4M
|
+4,560
|
+12%
|
|
|
674
|
LifeSteps Financial
Claremont,
California
|
$13.4M
|
+$12.9M
|
+41,739
|
New
|
|
|
675
|
Enterprise Trust & Investment
Los Gatos,
California
|
$13.4M
|
+$1.44M
|
+4,675
|
+13%
|
|
