|
276
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$3.6M
|
-$53.7K
|
-1,033
|
-2%
|
|
|
277
|
Sunflower Bank Wealth Management
Scottsdale,
Arizona
|
$3.58M
|
+$3.46M
|
+66,695
|
New
|
|
|
278
|
DeDora Capital
Napa,
California
|
$3.58M
|
+$461K
|
+8,878
|
+15%
|
|
|
279
|
Belpointe Asset Management
Reno,
Nevada
|
$3.58M
|
+$73.1K
|
+1,407
|
+2%
|
|
|
280
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$3.58M
|
+$3.46M
|
+66,521
|
New
|
|
|
281
|
Litman Gregory Wealth Management
Larkspur,
California
|
$3.56M
|
-$25.8K
|
-497
|
-0.7%
|
|
|
282
|
Schroder Investment Management Group
London,
United Kingdom
|
$3.54M
|
–
|
–
|
–
|
|
|
283
|
Spinnaker Trust
Portland,
Maine
|
$3.53M
|
+$218K
|
+4,204
|
+7%
|
|
|
284
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$3.48M
|
+$36.5K
|
+702
|
+1%
|
|
|
285
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$3.48M
|
+$3.36M
|
+64,725
|
New
|
|
|
286
|
Allianz Asset Management
Munich,
Germany
|
$3.48M
|
+$2.33M
|
+44,881
|
+227%
|
|
|
287
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$3.45M
|
-$465K
|
-8,955
|
-12%
|
|
|
288
|
Boston Family Office
Boston,
Massachusetts
|
$3.42M
|
-$57.5K
|
-1,107
|
-2%
|
|
|
289
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$3.42M
|
+$31.5K
|
+606
|
+1%
|
|
|
290
|
Shoker Investment Counsel
Oxford,
Ohio
|
$3.41M
|
-$137K
|
-2,629
|
-4%
|
|
|
291
|
SVB Wealth
Boston,
Massachusetts
|
$3.41M
|
-$43.4K
|
-835
|
-1%
|
|
|
292
|
PDS Planning
Dublin,
Ohio
|
$3.41M
|
+$260K
|
+5,015
|
+9%
|
|
|
293
|
One Capital Management
Westlake Village,
California
|
$3.41M
|
-$15.6K
|
-300
|
-0.5%
|
|
|
294
|
Summit Financial Group
Moorefield,
West Virginia
|
$3.4M
|
-$58.2K
|
-1,120
|
-2%
|
|
|
295
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$3.4M
|
+$138K
|
+2,648
|
+4%
|
|
|
296
|
Fidelity Investments
Boston,
Massachusetts
|
$3.36M
|
-$626K
|
-12,050
|
-16%
|
|
|
297
|
City of London Investment Management
London,
United Kingdom
|
$3.31M
|
-$4.18M
|
-80,416
|
-57%
|
|
|
298
|
Stratos Investment Management
Beachwood,
Ohio
|
$3.29M
|
-$188K
|
-3,624
|
-6%
|
|
|
299
|
Tiedemann Advisors
New York
|
$3.29M
|
+$146K
|
+2,808
|
+5%
|
|
|
300
|
Clearstead Advisors
Cleveland,
Ohio
|
$3.28M
|
+$7.79K
|
+150
|
+0.2%
|
|
