|
326
|
One Advisory Partners
Overland Park,
Kansas
|
$4.6M
|
+$4.65M
|
+36,052
|
New
|
|
|
327
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$4.58M
|
+$12.1M
|
+94,000
|
New
|
|
|
328
|
CPWM LLC
Seattle,
Washington
|
$4.52M
|
-$78.4K
|
-608
|
-2%
|
|
|
329
|
Catawba River Capital
Lake Wylie,
South Carolina
|
$4.52M
|
+$169K
|
+1,307
|
+4%
|
|
|
330
|
RFG Advisory
Birmingham,
Alabama
|
$4.5M
|
+$4.21M
|
+32,622
|
+1,265%
|
|
|
331
|
Samalin Investment Counsel
Chappaqua,
New York
|
$4.45M
|
-$850K
|
-6,593
|
-16%
|
|
|
332
|
Derbend Asset Management
Peachtree City,
Georgia
|
$4.38M
|
+$178K
|
+1,381
|
+4%
|
|
|
333
|
Mirsky Financial Management
Rochester,
New York
|
$4.37M
|
+$147K
|
+1,143
|
+3%
|
|
|
334
|
Trek Financial
Scottsdale,
Arizona
|
$4.34M
|
+$853K
|
+6,615
|
+24%
|
|
|
335
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$4.32M
|
+$691K
|
+5,358
|
+19%
|
|
|
336
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$4.31M
|
+$49.3K
|
+382
|
+1%
|
|
|
337
|
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
$4.31M
|
+$4.35M
|
+33,730
|
New
|
|
|
338
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.3M
|
+$4.34M
|
+33,670
|
New
|
|
|
339
|
4J Wealth Management
Alexandria,
Virginia
|
$4.29M
|
+$69.9K
|
+542
|
+2%
|
|
|
340
|
Financial Management Concepts
Winter Springs,
Florida
|
$4.29M
|
+$354K
|
+2,745
|
+9%
|
|
|
341
|
Danda Trouve Investment Management
Prairie Village,
Kansas
|
$4.29M
|
+$154K
|
+1,191
|
+4%
|
|
|
342
|
Peak Financial Management
Wellesley,
Massachusetts
|
$4.25M
|
+$227K
|
+1,760
|
+6%
|
|
|
343
|
Williams Financial
North Bennington,
Vermont
|
$4.21M
|
+$3.5M
|
+27,167
|
+468%
|
|
|
344
|
Summit Wealth Partners
Orlando,
Florida
|
$4.21M
|
-$298K
|
-2,315
|
-7%
|
|
|
345
|
Mercer Global Advisors
Denver,
Colorado
|
$4.12M
|
+$1.09M
|
+8,452
|
+36%
|
|
|
346
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.1M
|
+$1.25M
|
+9,669
|
+43%
|
|
|
347
|
Perigon Wealth Management
San Francisco,
California
|
$4.08M
|
+$2.75M
|
+21,297
|
+199%
|
|
|
348
|
Regal Investment Advisors
Kentwood,
Michigan
|
$4.07M
|
+$1.43M
|
+11,127
|
+54%
|
|
|
349
|
Archford Capital Strategies
Swansea,
Illinois
|
$4.02M
|
+$319K
|
+2,473
|
+9%
|
|
|
350
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.98M
|
+$4.02M
|
+31,211
|
New
|
|
