|
726
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$878K
|
+$507K
|
+9,340
|
+143%
|
|
|
727
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$874K
|
–
|
–
|
–
|
|
|
728
|
BigSur Wealth Management
Miami,
Florida
|
$873K
|
–
|
–
|
–
|
|
|
729
|
EP Wealth Advisors
Torrance,
California
|
$870K
|
+$371K
|
+6,828
|
+77%
|
|
|
730
|
Symphony Financial
Houston,
Texas
|
$856K
|
+$818K
|
+15,068
|
New
|
|
|
731
|
Private Asset Management
San Diego,
California
|
$855K
|
-$87.5K
|
-1,612
|
-9%
|
|
|
732
|
Brookstone Capital Management
Wheaton,
Illinois
|
$853K
|
+$51.7K
|
+952
|
+7%
|
|
|
733
|
|
$842K
|
-$43K
|
-792
|
-5%
|
|
|
734
|
Oxbow Advisors
Austin,
Texas
|
$841K
|
–
|
–
|
–
|
|
|
735
|
TFG Advisers
Auburn Hills,
Michigan
|
$836K
|
+$150K
|
+2,768
|
+22%
|
|
|
736
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$830K
|
+$90.9K
|
+1,676
|
+13%
|
|
|
737
|
IFG Advisors
St. Louis,
Missouri
|
$828K
|
-$9.98K
|
-184
|
-1%
|
|
|
738
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$827K
|
+$67.9K
|
+1,252
|
+9%
|
|
|
739
|
Williams Jones Wealth Management
New York
|
$826K
|
–
|
–
|
–
|
|
|
740
|
Trellis Advisors
Ellensburg,
Washington
|
$821K
|
–
|
–
|
–
|
|
|
741
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$820K
|
–
|
–
|
–
|
|
|
742
|
Summit Wealth Partners
Orlando,
Florida
|
$817K
|
-$9.55K
|
-176
|
-1%
|
|
|
743
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$814K
|
+$2.6K
|
+48
|
+0.3%
|
|
|
744
|
Welch & Forbes
Boston,
Massachusetts
|
$810K
|
+$67.5K
|
+1,244
|
+9%
|
|
|
745
|
Ashfield Capital Partners
San Francisco,
California
|
$809K
|
–
|
–
|
–
|
|
|
746
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$808K
|
–
|
–
|
–
|
|
|
747
|
Matrix Private Capital Group
New York
|
$805K
|
-$27.4K
|
-504
|
-3%
|
|
|
748
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$805K
|
+$79.2K
|
+1,460
|
+11%
|
|
|
749
|
Lutz Financial Services
Omaha,
Nebraska
|
$796K
|
-$13.2K
|
-244
|
-2%
|
|
|
750
|
DB Wealth Management Group
San Diego,
California
|
$792K
|
+$217
|
+4
|
+0%
|
|
