|
351
|
Managed Account Services
Coconut Grove,
Florida
|
$10M
|
+$14.5K
|
+341
|
+0.2%
|
|
|
352
|
Pathstone Family Office
Englewood,
New Jersey
|
$9.98M
|
-$1.03M
|
-24,192
|
-10%
|
|
|
353
|
Nomura Asset Management
Tokyo,
Japan
|
$9.91M
|
-$559K
|
-13,100
|
-6%
|
|
|
354
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$9.86M
|
-$1.22M
|
-28,560
|
-11%
|
|
|
355
|
Towerpoint Wealth
Sacramento,
California
|
$9.85M
|
+$31.6K
|
+742
|
+0.3%
|
|
|
356
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$9.85M
|
+$94.9K
|
+2,226
|
+1%
|
|
|
357
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$9.83M
|
+$581K
|
+13,621
|
+7%
|
|
|
358
|
Lido Advisors
Los Angeles,
California
|
$9.81M
|
-$406K
|
-9,512
|
-4%
|
|
|
359
|
Aspire Private Capital
Cornelius,
North Carolina
|
$9.78M
|
+$28.2K
|
+661
|
+0.3%
|
|
|
360
|
Global Endowment Management
Charlotte,
North Carolina
|
$9.76M
|
+$6.23M
|
+146,000
|
+194%
|
|
|
361
|
Round Table Services
Westfield,
New Jersey
|
$9.75M
|
-$263K
|
-6,175
|
-3%
|
|
|
362
|
SVB Wealth
Boston,
Massachusetts
|
$9.7M
|
+$780K
|
+18,285
|
+9%
|
|
|
363
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$9.69M
|
-$33.9K
|
-794
|
-0.4%
|
|
|
364
|
|
$9.67M
|
+$333K
|
+7,800
|
+4%
|
|
|
365
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$9.6M
|
+$3.03M
|
+71,092
|
+48%
|
|
|
366
|
Equitable Holdings
New York
|
$9.49M
|
+$9.18M
|
+215,351
|
New
|
|
|
367
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$9.47M
|
+$2.77M
|
+65,000
|
+43%
|
|
|
368
|
Savant Capital
Rockford,
Illinois
|
$9.33M
|
-$692K
|
-16,221
|
-7%
|
|
|
369
|
MAI Capital Management
Independence,
Ohio
|
$9.31M
|
+$338K
|
+7,921
|
+4%
|
|
|
370
|
Seven Post Investment Office
San Francisco,
California
|
$9.29M
|
+$536K
|
+12,575
|
+6%
|
|
|
371
|
Goldstein Munger & Associates
San Ramon,
California
|
$9.26M
|
+$144K
|
+3,369
|
+2%
|
|
|
372
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$9.24M
|
+$398K
|
+9,326
|
+5%
|
|
|
373
|
Semmax Financial Advisors
Winston Salem,
North Carolina
|
$9.24M
|
-$555K
|
-13,008
|
-6%
|
|
|
374
|
Filament
Seattle,
Washington
|
$9.22M
|
–
|
–
|
–
|
|
|
375
|
JFG Wealth Management
Denver,
Colorado
|
$9.17M
|
+$106K
|
+2,476
|
+1%
|
|
