|
651
|
Capital Group Private Client Services
Los Angeles,
California
|
$34.9M
|
-$1.47M
|
-2,290
|
-4%
|
|
|
652
|
Cercano Management
Bellevue,
Washington
|
$34.8M
|
-$4.68M
|
-7,294
|
-12%
|
|
|
653
|
Perbak Capital Partners
London,
United Kingdom
|
$34.7M
|
+$9.79M
|
+15,267
|
+42%
|
|
|
654
|
Granite FO LLC
Bedford,
New Hampshire
|
$34.6M
|
-$1.28K
|
-2
|
-0%
|
|
|
655
|
Oakmont Corp
Los Angeles,
California
|
$34.5M
|
-$523K
|
-816
|
-2%
|
|
|
656
|
Curated Wealth Partners
El Segundo,
California
|
$34.4M
|
–
|
–
|
–
|
|
|
657
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$34.4M
|
+$1.91M
|
+2,986
|
+6%
|
|
|
658
|
Momentum Wealth Planning
Estero,
Florida
|
$34.4M
|
-$641
|
-1
|
-0%
|
|
|
659
|
Clarius Group LLC
Seattle,
Washington
|
$34.3M
|
+$151K
|
+235
|
+0.5%
|
|
|
660
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$34.3M
|
+$3.93M
|
+6,123
|
+13%
|
|
|
661
|
First National Corp
Rockland,
Massachusetts
|
$34.3M
|
-$151K
|
-235
|
-0.5%
|
|
|
662
|
Marmo Financial Group
Johnson City,
Tennessee
|
$34.3M
|
-$3.86M
|
-6,021
|
-10%
|
|
|
663
|
Edgestream Partners
Princeton,
New Jersey
|
$34.3M
|
+$6.58M
|
+10,265
|
+25%
|
|
|
664
|
Holocene Advisors
New York
|
$34.2M
|
+$25.1M
|
+39,203
|
+322%
|
|
|
665
|
LSP Investment Advisors
New York
|
$34.2M
|
-$2.95M
|
-4,600
|
-8%
|
|
|
666
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$34.2M
|
+$4.45M
|
+6,936
|
+16%
|
|
|
667
|
Wind River Trust Company
Jackson,
Wyoming
|
$34.2M
|
–
|
–
|
–
|
|
|
668
|
180 GPS Investments
St Peter Port,
|
$34.2M
|
+$32.9M
|
+51,268
|
New
|
|
|
669
|
Clarity Wealth Advisors
San Jose,
California
|
$34.1M
|
+$363K
|
+567
|
+1%
|
|
|
670
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$34.1M
|
+$5.87M
|
+9,162
|
+22%
|
|
|
671
|
MKT Advisors
Escondido,
California
|
$34.1M
|
-$194K
|
-303
|
-0.6%
|
|
|
672
|
Callan Family Office
Radnor,
Pennsylvania
|
$34M
|
-$742K
|
-1,157
|
-2%
|
|
|
673
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$33.9M
|
-$137K
|
-214
|
-0.4%
|
|
|
674
|
Cardiff Park Advisors
Carlsbad,
California
|
$33.8M
|
-$239K
|
-373
|
-0.7%
|
|
|
675
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$33.6M
|
-$1.09M
|
-1,700
|
-3%
|
|
