|
201
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$8.39M
|
+$406K
|
+2,823
|
+5%
|
|
|
202
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$8.34M
|
-$3.94M
|
-27,371
|
-31%
|
|
|
203
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$8.26M
|
+$8.59M
|
+59,733
|
New
|
|
|
204
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$8.25M
|
+$303K
|
+2,107
|
+4%
|
|
|
205
|
Vestwell Advisors
New York
|
$8.14M
|
–
|
–
|
–
|
|
|
206
|
American National Bank of Texas
Richardson,
Texas
|
$8.04M
|
+$220K
|
+1,530
|
+3%
|
|
|
207
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8M
|
+$621K
|
+4,316
|
+8%
|
|
|
208
|
Banco Santander
Madrid,
Spain
|
$7.92M
|
+$754K
|
+5,242
|
+10%
|
|
|
209
|
Heritage Investment Group
Pompano Beach,
Florida
|
$7.9M
|
+$406K
|
+2,826
|
+5%
|
|
|
210
|
Merit Financial Group
Alpharetta,
Georgia
|
$7.82M
|
+$839K
|
+5,833
|
+12%
|
|
|
211
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.77M
|
–
|
–
|
–
|
|
|
212
|
Sovran Advisors
San Diego,
California
|
$7.77M
|
+$464K
|
+3,229
|
+7%
|
|
|
213
|
AQR Capital Management
Greenwich,
Connecticut
|
$7.75M
|
+$2.21M
|
+15,398
|
+38%
|
|
|
214
|
Westmount Partners
Los Angeles,
California
|
$7.72M
|
+$184K
|
+1,280
|
+2%
|
|
|
215
|
Millennium Management
New York
|
$7.65M
|
+$7.96M
|
+55,332
|
New
|
|
|
216
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$7.6M
|
+$7.91K
|
+55
|
+0.1%
|
|
|
217
|
MYeCFO
La Jolla,
California
|
$7.52M
|
-$138K
|
-957
|
-2%
|
|
|
218
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$7.49M
|
-$275K
|
-1,911
|
-3%
|
|
|
219
|
IEQ Capital
Foster City,
California
|
$7.46M
|
+$1.03M
|
+7,175
|
+15%
|
|
|
220
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$7.45M
|
-$156K
|
-1,084
|
-2%
|
|
|
221
|
Lakewood Asset Management
Naperville,
Illinois
|
$7.45M
|
+$602K
|
+4,187
|
+8%
|
|
|
222
|
Sarasin & Partners
London,
United Kingdom
|
$7.44M
|
-$2.6M
|
-18,089
|
-25%
|
|
|
223
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$7.43M
|
+$531K
|
+3,694
|
+7%
|
|
|
224
|
Farther Finance Advisors
San Francisco,
California
|
$7.41M
|
-$1.59M
|
-11,040
|
-17%
|
|
|
225
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$7.39M
|
-$105K
|
-729
|
-1%
|
|
