|
726
|
DeDora Capital
Napa,
California
|
$13.6M
|
+$145K
|
+302
|
+1%
|
|
|
727
|
|
$13.6M
|
+$492K
|
+1,023
|
+4%
|
|
|
728
|
Parkside Advisors
Berkeley,
California
|
$13.5M
|
-$365K
|
-759
|
-3%
|
|
|
729
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$13.5M
|
+$45.7K
|
+95
|
+0.4%
|
|
|
730
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$13.5M
|
+$341K
|
+709
|
+3%
|
|
|
731
|
Lowery Thomas LLC
Pebble Beach,
California
|
$13.5M
|
+$558K
|
+1,159
|
+4%
|
|
|
732
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$13.5M
|
+$12.3M
|
+25,517
|
+1,821%
|
|
|
733
|
Adero Partners
Pleasanton,
California
|
$13.4M
|
+$265K
|
+550
|
+2%
|
|
|
734
|
Abbrea Capital
Greenbrae,
California
|
$13.4M
|
-$625K
|
-1,298
|
-5%
|
|
|
735
|
FourThought Financial Partners
Venice,
Florida
|
$13.3M
|
+$708K
|
+1,472
|
+6%
|
|
|
736
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$13.2M
|
-$402K
|
-836
|
-3%
|
|
|
737
|
Westmount Partners
Los Angeles,
California
|
$13.2M
|
+$621K
|
+1,291
|
+5%
|
|
|
738
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$13.2M
|
-$529K
|
-1,099
|
-4%
|
|
|
739
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$13.2M
|
+$3.07M
|
+6,381
|
+32%
|
|
|
740
|
GAM Holding
Zurich,
Switzerland
|
$13.2M
|
-$393K
|
-817
|
-3%
|
|
|
741
|
Sendero Wealth Management
San Antonio,
Texas
|
$13.1M
|
-$146K
|
-303
|
-1%
|
|
|
742
|
Arista Wealth Management
Las Vegas,
Nevada
|
$13.1M
|
+$7.81M
|
+16,230
|
+163%
|
|
|
743
|
Tompkins Financial
Ithaca,
New York
|
$13.1M
|
+$2.76M
|
+5,744
|
+28%
|
|
|
744
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$13.1M
|
-$205K
|
-425
|
-2%
|
|
|
745
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$13.1M
|
+$3.27M
|
+6,793
|
+35%
|
|
|
746
|
Van Strum & Towne
San Francisco,
California
|
$13M
|
-$155K
|
-322
|
-1%
|
|
|
747
|
Moody National Bank Trust Division
Galveston,
Texas
|
$12.9M
|
-$72.7K
|
-151
|
-0.6%
|
|
|
748
|
Corda Investment Management
Houston,
Texas
|
$12.9M
|
+$10.1K
|
+21
|
+0.1%
|
|
|
749
|
Balentine LLC
Atlanta,
Georgia
|
$12.9M
|
–
|
–
|
–
|
|
|
750
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$12.9M
|
+$4.46M
|
+9,260
|
+56%
|
|
