|
326
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.85M
|
-$65.2K
|
-682
|
-1%
|
|
|
327
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.75M
|
-$2.1M
|
-21,954
|
-27%
|
|
|
328
|
One Degree Advisors
San Diego,
California
|
$5.72M
|
+$134K
|
+1,402
|
+2%
|
|
|
329
|
Crewe Advisors
Salt Lake City,
Utah
|
$5.67M
|
+$3.63K
|
+38
|
+0.1%
|
|
|
330
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$5.66M
|
+$981K
|
+10,266
|
+21%
|
|
|
331
|
|
$5.66M
|
-$2.11M
|
-22,068
|
-27%
|
|
|
332
|
Allworth Financial
Folsom,
California
|
$5.64M
|
-$634K
|
-6,632
|
-10%
|
|
|
333
|
Kagan Cocozza Asset Management
Mickleton,
New Jersey
|
$5.59M
|
+$430K
|
+4,498
|
+8%
|
|
|
334
|
Central Trust Company
Jefferson City,
Missouri
|
$5.58M
|
+$912K
|
+9,544
|
+20%
|
|
|
335
|
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
|
$5.57M
|
+$3.35K
|
+35
|
+0.1%
|
|
|
336
|
KRM Wealth Management
Reno,
Nevada
|
$5.56M
|
+$448K
|
+4,690
|
+9%
|
|
|
337
|
Klingman & Associates
New York
|
$5.56M
|
-$60.7K
|
-635
|
-1%
|
|
|
338
|
Idaho Trust Bank
Boise,
Idaho
|
$5.55M
|
-$769K
|
-8,049
|
-12%
|
|
|
339
|
Unconventional Investor
Portsmouth,
New Hampshire
|
$5.55M
|
+$59.5K
|
+623
|
+1%
|
|
|
340
|
&Partners
Nashville,
Tennessee
|
$5.5M
|
+$450K
|
+4,712
|
+9%
|
|
|
341
|
Traveka Wealth
Los Altos,
California
|
$5.43M
|
+$17K
|
+178
|
+0.3%
|
|
|
342
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$5.42M
|
+$214K
|
+2,238
|
+4%
|
|
|
343
|
Cavalier Investments
Alpharetta,
Georgia
|
$5.42M
|
+$5.37M
|
+56,240
|
New
|
|
|
344
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$5.35M
|
+$125K
|
+1,303
|
+2%
|
|
|
345
|
|
$5.34M
|
-$56.1K
|
-587
|
-1%
|
|
|
346
|
Advisory Services Network
Atlanta,
Georgia
|
$5.32M
|
-$171K
|
-1,790
|
-3%
|
|
|
347
|
UMB Bank
Kansas City,
Missouri
|
$5.31M
|
-$873K
|
-9,138
|
-14%
|
|
|
348
|
Vise Technologies
New York
|
$5.29M
|
+$1.26M
|
+13,190
|
+32%
|
|
|
349
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$5.28M
|
+$68.6K
|
+718
|
+1%
|
|
|
350
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.24M
|
-$482K
|
-5,046
|
-9%
|
|
