|
301
|
Cresset Asset Management
Chicago,
Illinois
|
$6.67M
|
+$1.05M
|
+10,952
|
+19%
|
|
|
302
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$6.61M
|
+$311K
|
+3,259
|
+5%
|
|
|
303
|
BNP Paribas Asset Management
Paris,
France
|
$6.61M
|
-$4.4M
|
-46,040
|
-40%
|
|
|
304
|
Rainwater Charitable Foundation
Fort Worth,
Texas
|
$6.6M
|
–
|
–
|
–
|
|
|
305
|
Clune & Associates
Chicago,
Illinois
|
$6.57M
|
+$1.01M
|
+10,556
|
+18%
|
|
|
306
|
Davenport & Co
Richmond,
Virginia
|
$6.55M
|
+$3.93M
|
+41,171
|
+154%
|
|
|
307
|
PDS Planning
Dublin,
Ohio
|
$6.37M
|
-$18.7K
|
-196
|
-0.3%
|
|
|
308
|
Biltmore Family Office
Charlotte,
North Carolina
|
$6.31M
|
+$33.3K
|
+348
|
+0.5%
|
|
|
309
|
FIDELIS iM
Medford,
Oregon
|
$6.3M
|
-$1.56M
|
-16,320
|
-20%
|
|
|
310
|
LPWM LLC
Minneapolis,
Minnesota
|
$6.29M
|
-$41.6K
|
-435
|
-0.7%
|
|
|
311
|
Investment Planning Advisors
Cumming,
Georgia
|
$6.28M
|
+$513K
|
+5,370
|
+9%
|
|
|
312
|
Millennium Management
New York
|
$6.27M
|
-$2.73M
|
-28,557
|
-31%
|
|
|
313
|
Hancock Whitney
Gulfport,
Mississippi
|
$6.27M
|
+$1.47M
|
+15,346
|
+31%
|
|
|
314
|
Allie Family Office
Miami,
Florida
|
$6.27M
|
+$10.2K
|
+107
|
+0.2%
|
|
|
315
|
VeraBank
Henderson,
Texas
|
$6.21M
|
+$418K
|
+4,372
|
+7%
|
|
|
316
|
Frontier Asset Management
Sheridan,
Wyoming
|
$6.17M
|
+$2.7M
|
+28,286
|
+79%
|
|
|
317
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$6.13M
|
-$3.82K
|
-40
|
-0.1%
|
|
|
318
|
Baron Financial Group
Fair Lawn,
New Jersey
|
$6.11M
|
-$29.8K
|
-312
|
-0.5%
|
|
|
319
|
Merit Financial Group
Alpharetta,
Georgia
|
$6.02M
|
-$287K
|
-3,005
|
-5%
|
|
|
320
|
Aprio Wealth Management
Atlanta,
Georgia
|
$5.97M
|
-$137K
|
-1,434
|
-2%
|
|
|
321
|
Neumann Capital Management
Foster City,
California
|
$5.96M
|
-$44.4K
|
-465
|
-0.7%
|
|
|
322
|
Note Advisors
Buffalo,
New York
|
$5.92M
|
+$36.9K
|
+386
|
+0.6%
|
|
|
323
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$5.91M
|
+$496K
|
+5,191
|
+9%
|
|
|
324
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.89M
|
-$3.81M
|
-39,886
|
-39%
|
|
|
325
|
Whittier Trust
South Pasadena,
California
|
$5.86M
|
+$281K
|
+2,938
|
+5%
|
|
