|
701
|
Momentum Wealth Planning
Estero,
Florida
|
$34.9M
|
-$260K
|
-385
|
-0.7%
|
|
|
702
|
Western Wealth Management
Golden,
Colorado
|
$34.6M
|
+$610K
|
+903
|
+2%
|
|
|
703
|
Birinyi Associates
Westport,
Connecticut
|
$34.6M
|
-$1.46M
|
-2,167
|
-4%
|
|
|
704
|
Boston Family Office
Boston,
Massachusetts
|
$34.6M
|
+$1.15M
|
+1,701
|
+3%
|
|
|
705
|
Wind River Trust Company
Jackson,
Wyoming
|
$34.5M
|
-$443K
|
-655
|
-1%
|
|
|
706
|
Marmo Financial Group
Johnson City,
Tennessee
|
$34.5M
|
-$575K
|
-851
|
-2%
|
|
|
707
|
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
|
$34.5M
|
+$34.2M
|
+50,584
|
New
|
|
|
708
|
NBC Securities
Birmingham,
Alabama
|
$34.5M
|
+$967K
|
+1,430
|
+3%
|
|
|
709
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$34.4M
|
+$28.3M
|
+41,909
|
+488%
|
|
|
710
|
MKT Advisors
Escondido,
California
|
$34.4M
|
-$721K
|
-1,067
|
-2%
|
|
|
711
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$34.3M
|
-$2.8M
|
-4,148
|
-8%
|
|
|
712
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$34.3M
|
-$410K
|
-607
|
-1%
|
|
|
713
|
GQG Partners
Ft. Lauderdale,
Florida
|
$34.1M
|
+$22.1M
|
+32,722
|
+189%
|
|
|
714
|
Axxcess Wealth Management
Carlsbad,
California
|
$34.1M
|
+$6.09M
|
+9,005
|
+18%
|
|
|
715
|
Cardiff Park Advisors
Carlsbad,
California
|
$34.1M
|
-$526K
|
-778
|
-2%
|
|
|
716
|
True North Advisors
Dallas,
Texas
|
$34.1M
|
+$7.65M
|
+11,319
|
+29%
|
|
|
717
|
First National Bank of Omaha
Omaha,
Nebraska
|
$33.9M
|
+$20.1M
|
+29,705
|
+150%
|
|
|
718
|
Austin Private Wealth
Austin,
Texas
|
$33.8M
|
+$734K
|
+1,086
|
+2%
|
|
|
719
|
Cresta Advisors
Laredo,
Texas
|
$33.8M
|
+$189K
|
+279
|
+0.6%
|
|
|
720
|
HM Payson & Co
Portland,
Maine
|
$33.8M
|
-$545K
|
-806
|
-2%
|
|
|
721
|
Aft Forsyth & Sober
Valrico,
Florida
|
$33.7M
|
–
|
–
|
–
|
|
|
722
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$33.6M
|
-$139K
|
-205
|
-0.4%
|
|
|
723
|
Clarius Group LLC
Seattle,
Washington
|
$33.4M
|
-$1.69M
|
-2,501
|
-5%
|
|
|
724
|
MPWM Advisory Solutions
Alpharetta,
Georgia
|
$33.4M
|
-$4.35M
|
-6,433
|
-12%
|
|
|
725
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$33.3M
|
-$1.15M
|
-1,700
|
-3%
|
|
