|
501
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$2.9M
|
-$43.7K
|
-475
|
-2%
|
|
|
502
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.9M
|
-$736K
|
-7,998
|
-21%
|
|
|
503
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$2.89M
|
-$992K
|
-10,778
|
-27%
|
|
|
504
|
Fort Point Capital Partners
San Francisco,
California
|
$2.89M
|
+$2.73M
|
+29,669
|
New
|
|
|
505
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.89M
|
-$23.8K
|
-259
|
-0.9%
|
|
|
506
|
Global Retirement Partners
San Rafael,
California
|
$2.87M
|
+$23.3K
|
+253
|
+0.9%
|
|
|
507
|
Merit Financial Group
Alpharetta,
Georgia
|
$2.86M
|
-$223K
|
-2,420
|
-8%
|
|
|
508
|
Perigon Wealth Management
San Francisco,
California
|
$2.86M
|
-$2.71M
|
-29,421
|
-50%
|
|
|
509
|
Lodestar Private Asset Management
Alamo,
California
|
$2.82M
|
+$50.4K
|
+547
|
+2%
|
|
|
510
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$2.8M
|
-$121K
|
-1,319
|
-4%
|
|
|
511
|
Encompass Wealth Advisors
Portland,
Oregon
|
$2.8M
|
+$52.7K
|
+572
|
+2%
|
|
|
512
|
BTC Capital Management
Des Moines,
Iowa
|
$2.79M
|
+$280K
|
+3,037
|
+12%
|
|
|
513
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.78M
|
+$26.2K
|
+285
|
+1%
|
|
|
514
|
WBH Advisory
Baltimore,
Maryland
|
$2.77M
|
-$33.2K
|
-361
|
-1%
|
|
|
515
|
Worth Asset Management
Dallas,
Texas
|
$2.77M
|
+$2.62M
|
+28,450
|
New
|
|
|
516
|
First Citizens Asset Management
Raleigh,
North Carolina
|
$2.76M
|
+$15.4K
|
+167
|
+0.6%
|
|
|
517
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.75M
|
+$2.2M
|
+23,854
|
New
|
|
|
518
|
Manhattan West Asset Management
Los Angeles,
California
|
$2.75M
|
+$30.8K
|
+335
|
+1%
|
|
|
519
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$2.75M
|
+$243K
|
+2,643
|
+10%
|
|
|
520
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$2.73M
|
-$62.1K
|
-674
|
-2%
|
|
|
521
|
Unison Advisors
Washington,
District of Columbia
|
$2.72M
|
+$33.9K
|
+368
|
+1%
|
|
|
522
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$2.71M
|
-$322K
|
-3,500
|
-11%
|
|
|
523
|
Axos Invest
Las Vegas,
Nevada
|
$2.71M
|
+$2.56M
|
+27,853
|
New
|
|
|
524
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$2.71M
|
–
|
–
|
–
|
|
|
525
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.7M
|
–
|
–
|
–
|
|
