|
376
|
Kopp Family Office
Bloomington,
Minnesota
|
$29.5M
|
-$672K
|
-11,536
|
-2%
|
|
|
377
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$29.4M
|
+$290K
|
+4,972
|
+1%
|
|
|
378
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$29.4M
|
+$1.41M
|
+24,210
|
+5%
|
|
|
379
|
Axos Invest
Las Vegas,
Nevada
|
$29.3M
|
+$140K
|
+2,406
|
+0.5%
|
|
|
380
|
Waterloo Capital
Austin,
Texas
|
$29.1M
|
+$385K
|
+6,606
|
+1%
|
|
|
381
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$29M
|
+$144K
|
+2,477
|
+0.5%
|
|
|
382
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$28.8M
|
+$7.99M
|
+137,155
|
+40%
|
|
|
383
|
Aspen Grove Capital
Avon,
Colorado
|
$28.7M
|
-$573K
|
-9,834
|
-2%
|
|
|
384
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$28.6M
|
+$309K
|
+5,303
|
+1%
|
|
|
385
|
American Trust
Lexington,
Kentucky
|
$28.6M
|
+$145K
|
+2,485
|
+0.5%
|
|
|
386
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$28.5M
|
-$2.06M
|
-35,340
|
-7%
|
|
|
387
|
Per Stirling Capital Management
Austin,
Texas
|
$28.5M
|
-$87K
|
-1,492
|
-0.3%
|
|
|
388
|
Pinnacle Associates
New York
|
$28.4M
|
+$184K
|
+3,151
|
+0.7%
|
|
|
389
|
Allworth Financial
Folsom,
California
|
$28.4M
|
-$180K
|
-3,084
|
-0.6%
|
|
|
390
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$28.2M
|
-$607K
|
-10,420
|
-2%
|
|
|
391
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$28.2M
|
+$601K
|
+10,313
|
+2%
|
|
|
392
|
Salomon & Ludwin
Richmond,
Virginia
|
$28.1M
|
-$843K
|
-14,470
|
-3%
|
|
|
393
|
St Louis Trust
Saint Louis,
Missouri
|
$27.9M
|
+$18.8K
|
+323
|
+0.1%
|
|
|
394
|
Tidal Investments
Milwaukee,
Wisconsin
|
$27.9M
|
-$641K
|
-10,999
|
-2%
|
|
|
395
|
NDVR Inc
Boston,
Massachusetts
|
$27.8M
|
+$732K
|
+12,562
|
+3%
|
|
|
396
|
Trinity Financial Advisors
Columbus,
Ohio
|
$27.8M
|
+$342K
|
+5,872
|
+1%
|
|
|
397
|
Tenret Company
Tampa,
Florida
|
$27.7M
|
+$67.9K
|
+1,165
|
+0.3%
|
|
|
398
|
1900 Wealth Management
San Antonio,
Texas
|
$27.7M
|
+$118K
|
+2,021
|
+0.4%
|
|
|
399
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$27.7M
|
+$2.32M
|
+39,792
|
+9%
|
|
|
400
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$27.6M
|
+$20M
|
+343,416
|
+294%
|
|
