|
601
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$13.6M
|
+$1.35M
|
+25,233
|
+12%
|
|
|
602
|
Seven Post Investment Office
San Francisco,
California
|
$13.4M
|
+$233K
|
+4,351
|
+2%
|
|
|
603
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.4M
|
+$1.83M
|
+34,179
|
+17%
|
|
|
604
|
Epacria Capital Partners
Boulder,
Colorado
|
$13.3M
|
–
|
–
|
–
|
|
|
605
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$13.3M
|
-$336K
|
-6,277
|
-3%
|
|
|
606
|
Omnia Family Wealth
Aventura,
Florida
|
$13.2M
|
+$1.23M
|
+22,906
|
+11%
|
|
|
607
|
Central Bank & Trust
Lexington,
Kentucky
|
$13.2M
|
+$990K
|
+18,485
|
+9%
|
|
|
608
|
Kings Path Partners
Sugar Land,
Texas
|
$13.2M
|
-$1.15M
|
-21,523
|
-9%
|
|
|
609
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$13.2M
|
-$147K
|
-2,741
|
-1%
|
|
|
610
|
Ashton Thomas Securities
Rochester,
New York
|
$13.1M
|
-$98.1K
|
-1,831
|
-0.8%
|
|
|
611
|
CSM Advisors
Warrendale,
Pennsylvania
|
$13.1M
|
–
|
–
|
–
|
|
|
612
|
White Wing Wealth Management
The Wodlands,
Texas
|
$13M
|
+$43.8K
|
+818
|
+0.4%
|
|
|
613
|
Tenon Financial
Metuchen,
New Jersey
|
$12.8M
|
+$172K
|
+3,217
|
+1%
|
|
|
614
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$12.7M
|
+$11.9M
|
+222,384
|
New
|
|
|
615
|
WESCAP Management Group
Glendale,
California
|
$12.5M
|
+$2.02M
|
+37,744
|
+21%
|
|
|
616
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$12.5M
|
-$479K
|
-8,941
|
-4%
|
|
|
617
|
Gutierrez Wealth Advisory
Little Rock,
Arkansas
|
$12.4M
|
+$145K
|
+2,713
|
+1%
|
|
|
618
|
InvesTrust
Oklahoma City,
Oklahoma
|
$12.4M
|
-$202K
|
-3,775
|
-2%
|
|
|
619
|
IFG Advisors
St. Louis,
Missouri
|
$12.4M
|
+$29.2K
|
+546
|
+0.3%
|
|
|
620
|
Lodestar Private Asset Management
Alamo,
California
|
$12.4M
|
-$43.4K
|
-810
|
-0.4%
|
|
|
621
|
|
$12.3M
|
+$189K
|
+3,529
|
+2%
|
|
|
622
|
HB Wealth Management
Atlanta,
Georgia
|
$12.3M
|
-$902K
|
-16,842
|
-7%
|
|
|
623
|
Ebor Charitable Trust
Jackson,
Wyoming
|
$12.3M
|
-$927K
|
-17,311
|
-7%
|
|
|
624
|
AllSquare Wealth Management
Albany,
New York
|
$12.2M
|
-$188K
|
-3,507
|
-2%
|
|
|
625
|
Frisco Financial Planning
Frisco,
Texas
|
$12.2M
|
-$41.6K
|
-777
|
-0.4%
|
|
