|
626
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$12.1M
|
+$1.04M
|
+4,002
|
+10%
|
|
|
627
|
Simplicity Wealth
Summit,
New Jersey
|
$12.1M
|
-$156K
|
-604
|
-1%
|
|
|
628
|
SVB Wealth
Boston,
Massachusetts
|
$12.1M
|
-$1.3M
|
-5,018
|
-10%
|
|
|
629
|
AE Wealth Management
Topeka,
Kansas
|
$12M
|
+$2.39M
|
+9,239
|
+26%
|
|
|
630
|
BOK Financial
Tulsa,
Oklahoma
|
$12M
|
+$120K
|
+465
|
+1%
|
|
|
631
|
Wind River Trust Company
Jackson,
Wyoming
|
$12M
|
-$11.7M
|
-45,084
|
-50%
|
|
|
632
|
One Capital Management
Westlake Village,
California
|
$12M
|
+$152K
|
+589
|
+1%
|
|
|
633
|
Angeles Wealth Management
Santa Monica,
California
|
$12M
|
-$7.51K
|
-29
|
-0.1%
|
|
|
634
|
Klingman & Associates
New York
|
$11.9M
|
+$418K
|
+1,616
|
+4%
|
|
|
635
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$11.9M
|
-$233K
|
-899
|
-2%
|
|
|
636
|
NIA Impact Advisors
Berkeley,
California
|
$11.9M
|
+$2.59K
|
+10
|
+0%
|
|
|
637
|
Leavell Investment Management
Mobile,
Alabama
|
$11.8M
|
-$31.8K
|
-123
|
-0.3%
|
|
|
638
|
Prudential Financial
Newark,
New Jersey
|
$11.8M
|
+$677K
|
+2,614
|
+6%
|
|
|
639
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$11.7M
|
–
|
–
|
–
|
|
|
640
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.7M
|
-$217K
|
-838
|
-2%
|
|
|
641
|
Bristlecone Advisors
Bellevue,
Washington
|
$11.7M
|
-$4.4K
|
-17
|
-0%
|
|
|
642
|
HT Partners
Centerbrook,
Connecticut
|
$11.6M
|
-$31.3K
|
-121
|
-0.3%
|
|
|
643
|
Fayez Sarofim & Co
Houston,
Texas
|
$11.6M
|
–
|
–
|
–
|
|
|
644
|
Fairview Capital Investment Management
Greenbrae,
California
|
$11.6M
|
-$73.8K
|
-285
|
-0.7%
|
|
|
645
|
Northland Capital Management
Virginia,
Minnesota
|
$11.6M
|
-$4.48M
|
-17,292
|
-29%
|
|
|
646
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$11.6M
|
-$520K
|
-2,010
|
-4%
|
|
|
647
|
Evermay Wealth Management
Arlington,
Virginia
|
$11.5M
|
-$216K
|
-835
|
-2%
|
|
|
648
|
WealthCollab
Bellevue,
Washington
|
$11.5M
|
+$129K
|
+498
|
+1%
|
|
|
649
|
Washington Trust
Westerly,
Rhode Island
|
$11.4M
|
+$1.08M
|
+4,167
|
+11%
|
|
|
650
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$11.4M
|
+$199K
|
+768
|
+2%
|
|
