|
801
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$21.1M
|
-$272K
|
-462
|
-1%
|
|
|
802
|
Capital World Investors
Los Angeles,
California
|
$21M
|
-$2.43M
|
-4,140
|
-10%
|
|
|
803
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$20.9M
|
-$62.3K
|
-106
|
-0.3%
|
|
|
804
|
Aristides Capital
Louisville,
Kentucky
|
$20.9M
|
–
|
–
|
–
|
|
|
805
|
Brickley Wealth Management
San Mateo,
California
|
$20.8M
|
-$1.13M
|
-1,917
|
-5%
|
|
|
806
|
Financial & Tax Architects
St Louis,
Missouri
|
$20.8M
|
-$567K
|
-965
|
-3%
|
|
|
807
|
Albion Financial Group
Salt Lake City,
Utah
|
$20.8M
|
+$209K
|
+355
|
+1%
|
|
|
808
|
Chilton Capital Management
Houston,
Texas
|
$20.8M
|
-$686K
|
-1,167
|
-3%
|
|
|
809
|
Davenport & Co
Richmond,
Virginia
|
$20.7M
|
-$1.49M
|
-2,536
|
-6%
|
|
|
810
|
Blue Edge Capital
Richmond,
Virginia
|
$20.7M
|
+$357K
|
+607
|
+2%
|
|
|
811
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$20.6M
|
-$11.8K
|
-20
|
-0.1%
|
|
|
812
|
Iron Horse Wealth Management
Johston,
Iowa
|
$20.6M
|
+$373K
|
+634
|
+2%
|
|
|
813
|
Trust Company of Oklahoma
Tulsa,
Oklahoma
|
$20.5M
|
-$553K
|
-941
|
-3%
|
|
|
814
|
Sharp Financial Services
Horsham,
Pennsylvania
|
$20.3M
|
+$16M
|
+27,197
|
+299%
|
|
|
815
|
J. Hagan Capital
Louisville,
Kentucky
|
$20.2M
|
+$20.3M
|
+34,515
|
New
|
|
|
816
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$20.1M
|
+$32.9K
|
+56
|
+0.2%
|
|
|
817
|
TrueWealth Advisors
Birmingham,
Alabama
|
$20.1M
|
-$5.88M
|
-9,999
|
-22%
|
|
|
818
|
Leavell Investment Management
Mobile,
Alabama
|
$20M
|
-$468K
|
-796
|
-2%
|
|
|
819
|
Segment Wealth Management
Houston,
Texas
|
$20M
|
-$99.9K
|
-170
|
-0.5%
|
|
|
820
|
NEPC LLC
Boston,
Massachusetts
|
$20M
|
–
|
–
|
–
|
|
|
821
|
Watts Gwilliam & Co
Gilbert,
Arizona
|
$20M
|
+$858K
|
+1,459
|
+4%
|
|
|
822
|
Belmont Capital
Los Angeles,
California
|
$20M
|
–
|
–
|
–
|
|
|
823
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$20M
|
-$13.3M
|
-22,676
|
-39%
|
|
|
824
|
Copperwynd Financial
Scottsdale,
Arizona
|
$20M
|
-$1.02M
|
-1,734
|
-5%
|
|
|
825
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$19.9M
|
+$437K
|
+743
|
+2%
|
|
