|
326
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.5M
|
–
|
–
|
–
|
|
|
327
|
Financial Engines Advisors
Santa Clara,
California
|
$1.5M
|
-$2.25M
|
-21,587
|
-60%
|
|
|
328
|
Texas Capital Bancshares
Dallas,
Texas
|
$1.49M
|
+$826K
|
+7,909
|
+125%
|
|
|
329
|
Everhart Financial Group
Dublin,
Ohio
|
$1.47M
|
-$92.2K
|
-883
|
-6%
|
|
|
330
|
Shufro Rose & Co
New York
|
$1.47M
|
-$345K
|
-3,307
|
-19%
|
|
|
331
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$1.46M
|
-$112K
|
-1,077
|
-7%
|
|
|
332
|
FLC Capital Advisors
Palm Desert,
California
|
$1.46M
|
+$29.4K
|
+282
|
+2%
|
|
|
333
|
Mayport LLC
Newton,
Massachusetts
|
$1.45M
|
+$8.35K
|
+80
|
+0.6%
|
|
|
334
|
Pitcairn
Conshohocken,
Pennsylvania
|
$1.43M
|
+$1.42M
|
+13,641
|
New
|
|
|
335
|
McBroom & Associates
Las Vegas,
Nevada
|
$1.41M
|
-$407K
|
-3,897
|
-22%
|
|
|
336
|
Lazard Asset Management
New York
|
$1.41M
|
–
|
–
|
–
|
|
|
337
|
Matthew Hamilton Rosenberg
|
$1.41M
|
-$310K
|
-2,969
|
-18%
|
|
|
338
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.4M
|
-$280K
|
-2,686
|
-17%
|
|
|
339
|
McNaughton Wealth Management
San Diego,
California
|
$1.4M
|
-$210K
|
-2,015
|
-13%
|
|
|
340
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.39M
|
-$381K
|
-3,654
|
-22%
|
|
|
341
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.39M
|
-$369K
|
-3,530
|
-21%
|
|
|
342
|
AlphaCore Capital
La Jolla,
California
|
$1.38M
|
+$1.37M
|
+13,168
|
New
|
|
|
343
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$1.37M
|
–
|
–
|
–
|
|
|
344
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.36M
|
+$1.36M
|
+13,000
|
New
|
|
|
345
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.36M
|
-$201K
|
-1,922
|
-13%
|
|
|
346
|
Pathstone Family Office
Englewood,
New Jersey
|
$1.35M
|
-$36M
|
-344,794
|
-96%
|
|
|
347
|
Treynor Bancshares
Treynor,
Iowa
|
$1.35M
|
+$1.04K
|
+10
|
+0.1%
|
|
|
348
|
Seed Wealth Management
Evanston,
Illinois
|
$1.35M
|
-$308K
|
-2,950
|
-19%
|
|
|
349
|
Evensky & Katz
Coral Gables,
Florida
|
$1.34M
|
-$287K
|
-2,747
|
-18%
|
|
|
350
|
Financial Life Advisors
San Antonio,
Texas
|
$1.34M
|
+$72.1K
|
+691
|
+6%
|
|
