|
1051
|
Syon Capital
San Francisco,
California
|
$6.8M
|
+$1.62M
|
+3,033
|
+31%
|
|
|
1052
|
Asset Planning Services Inc
Covington,
Louisiana
|
$6.8M
|
-$98.7K
|
-185
|
-1%
|
|
|
1053
|
Suvretta Capital Management
New York
|
$6.75M
|
-$7.68M
|
-14,400
|
-53%
|
|
|
1054
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$6.74M
|
+$671K
|
+1,259
|
+11%
|
|
|
1055
|
Trivium Point Advisory
Westport,
Connecticut
|
$6.71M
|
+$66.7K
|
+125
|
+1%
|
|
|
1056
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$6.7M
|
+$115K
|
+215
|
+2%
|
|
|
1057
|
Clearstead Trust
Portland,
Maine
|
$6.68M
|
+$993K
|
+1,861
|
+17%
|
|
|
1058
|
GPM Growth Investors
Bloomfield Hills,
Michigan
|
$6.68M
|
-$11.7K
|
-22
|
-0.2%
|
|
|
1059
|
West Family Investments
Carlsbad,
California
|
$6.68M
|
+$153K
|
+287
|
+2%
|
|
|
1060
|
NorthRock Partners
Minneapolis,
Minnesota
|
$6.67M
|
+$3.27M
|
+6,122
|
+94%
|
|
|
1061
|
GW & Wade
Wellesley,
Massachusetts
|
$6.67M
|
+$754K
|
+1,413
|
+13%
|
|
|
1062
|
|
$6.66M
|
+$6.74M
|
+12,643
|
New
|
|
|
1063
|
Ballast Inc
Lexington,
Kentucky
|
$6.64M
|
-$56K
|
-105
|
-0.8%
|
|
|
1064
|
Capital Planning Advisors
Roseville,
California
|
$6.62M
|
-$125K
|
-234
|
-2%
|
|
|
1065
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$6.61M
|
+$449K
|
+841
|
+7%
|
|
|
1066
|
Gunderson Capital Management
Mt. Pleasant,
South Carolina
|
$6.6M
|
+$6.68M
|
+12,532
|
New
|
|
|
1067
|
Wealthspire Advisors (New York)
New York
|
$6.59M
|
+$118K
|
+222
|
+2%
|
|
|
1068
|
SlateStone Wealth
Jupiter,
Florida
|
$6.56M
|
+$91.7K
|
+172
|
+1%
|
|
|
1069
|
Marshall & Sullivan
Seattle,
Washington
|
$6.56M
|
-$223K
|
-419
|
-3%
|
|
|
1070
|
Nelson Capital Management
Menlo Park,
California
|
$6.56M
|
-$146K
|
-273
|
-2%
|
|
|
1071
|
Jasper Ridge Partners
Menlo Park,
California
|
$6.52M
|
–
|
–
|
–
|
|
|
1072
|
Community Bank & Trust (Waco, Texas)
Waco,
Texas
|
$6.51M
|
+$231K
|
+434
|
+4%
|
|
|
1073
|
Chicago Trust
Grayslake,
Illinois
|
$6.5M
|
-$314K
|
-589
|
-5%
|
|
|
1074
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$6.5M
|
+$93.9K
|
+176
|
+1%
|
|
|
1075
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.48M
|
+$1.19M
|
+2,236
|
+22%
|
|
