|
326
|
Curi RMB Capital
Chicago,
Illinois
|
$1.43M
|
+$1.29M
|
+13,105
|
New
|
|
|
327
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$1.43M
|
+$72.4K
|
+736
|
+6%
|
|
|
328
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$1.42M
|
+$28.7K
|
+292
|
+2%
|
|
|
329
|
Westshore Wealth
Newport Beach,
California
|
$1.42M
|
+$783K
|
+7,950
|
+158%
|
|
|
330
|
Davidson Trust Company
Seattle,
Washington
|
$1.41M
|
+$1.28K
|
+13
|
+0.1%
|
|
|
331
|
Gotham Asset Management
New York
|
$1.4M
|
–
|
–
|
–
|
|
|
332
|
Global View Capital Management
Waukesha,
Wisconsin
|
$1.39M
|
+$1.25M
|
+12,694
|
New
|
|
|
333
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.38M
|
+$202K
|
+2,050
|
+19%
|
|
|
334
|
William Blair & Company
Chicago,
Illinois
|
$1.37M
|
-$347K
|
-3,527
|
-22%
|
|
|
335
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.34M
|
+$1.21M
|
+12,287
|
New
|
|
|
336
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.33M
|
–
|
–
|
–
|
|
|
337
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.3M
|
+$201K
|
+2,044
|
+21%
|
|
|
338
|
Hilltop Holdings
Dallas,
Texas
|
$1.28M
|
+$1.15M
|
+11,697
|
New
|
|
|
339
|
Signal Tree Financial Partners
Copley,
Ohio
|
$1.25M
|
-$274K
|
-2,787
|
-20%
|
|
|
340
|
Moors & Cabot
Boston,
Massachusetts
|
$1.25M
|
+$38K
|
+386
|
+3%
|
|
|
341
|
SBI Securities
Tokyo,
Japan
|
$1.24M
|
+$18K
|
+183
|
+2%
|
|
|
342
|
Axis Wealth Partners
East Providence,
Rhode Island
|
$1.24M
|
+$266K
|
+2,699
|
+31%
|
|
|
343
|
Baker Boyer National Bank
Walla Walla,
Washington
|
$1.23M
|
–
|
–
|
–
|
|
|
344
|
Elevation Wealth Partners
Santa Rosa,
California
|
$1.22M
|
-$117K
|
-1,185
|
-10%
|
|
|
345
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.18M
|
-$138K
|
-1,400
|
-11%
|
|
|
346
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$1.16M
|
+$67.3K
|
+684
|
+7%
|
|
|
347
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.14M
|
-$133K
|
-1,354
|
-11%
|
|
|
348
|
Trilogy Capital
Irvine,
California
|
$1.11M
|
-$29K
|
-295
|
-3%
|
|
|
349
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$1.11M
|
–
|
–
|
–
|
|
|
350
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.11M
|
-$1.86M
|
-18,866
|
-65%
|
|
