|
601
|
Security Financial Services
Fort Wayne,
Indiana
|
$3.49M
|
+$3.4M
|
+65,334
|
New
|
|
|
602
|
Axxcess Wealth Management
Carlsbad,
California
|
$3.49M
|
+$3.4M
|
+65,298
|
New
|
|
|
603
|
REDW Wealth
Albuquerque,
New Mexico
|
$3.46M
|
-$44.7K
|
-858
|
-1%
|
|
|
604
|
Catalyst Private Wealth
San Mateo,
California
|
$3.44M
|
+$199K
|
+3,828
|
+6%
|
|
|
605
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$3.43M
|
-$10.6K
|
-204
|
-0.3%
|
|
|
606
|
Orser Capital Management
Southlake,
Texas
|
$3.4M
|
+$622K
|
+11,934
|
+23%
|
|
|
607
|
Center For Asset Management
Palm Beach Gardens,
Florida
|
$3.4M
|
-$749K
|
-14,370
|
-18%
|
|
|
608
|
Advisor Partners
Walnut Creek,
California
|
$3.38M
|
+$244K
|
+4,692
|
+8%
|
|
|
609
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$3.37M
|
-$10.3K
|
-198
|
-0.3%
|
|
|
610
|
SOL Capital Management
Rockville,
Maryland
|
$3.36M
|
+$18.8K
|
+360
|
+0.6%
|
|
|
611
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$3.34M
|
+$173K
|
+3,318
|
+6%
|
|
|
612
|
Winton Group
London,
United Kingdom
|
$3.32M
|
-$5.37M
|
-103,152
|
-62%
|
|
|
613
|
Whittier Trust
South Pasadena,
California
|
$3.3M
|
-$48.4K
|
-930
|
-1%
|
|
|
614
|
St Louis Trust
Saint Louis,
Missouri
|
$3.3M
|
–
|
–
|
–
|
|
|
615
|
Jennison Associates
New York
|
$3.29M
|
+$2.56M
|
+49,218
|
+398%
|
|
|
616
|
Level Four Advisory Services
Dallas,
Texas
|
$3.27M
|
+$2.28M
|
+43,674
|
+249%
|
|
|
617
|
First National Bank of Omaha
Omaha,
Nebraska
|
$3.25M
|
-$69.1K
|
-1,326
|
-2%
|
|
|
618
|
Advisory Alpha
Holland,
Michigan
|
$3.25M
|
-$251K
|
-4,812
|
-7%
|
|
|
619
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$3.23M
|
–
|
–
|
–
|
|
|
620
|
Aspiriant LLC
Los Angeles,
California
|
$3.23M
|
-$146K
|
-2,796
|
-4%
|
|
|
621
|
Corient Capital Partners
Newport Beach,
California
|
$3.23M
|
+$58.1K
|
+1,116
|
+2%
|
|
|
622
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.2M
|
-$157K
|
-3,006
|
-5%
|
|
|
623
|
Weinberger Asset Management
Los Angeles,
California
|
$3.16M
|
+$3.08M
|
+59,106
|
New
|
|
|
624
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$3.14M
|
-$2.22M
|
-42,576
|
-42%
|
|
|
625
|
Aureus Asset Management
Boston,
Massachusetts
|
$3.14M
|
–
|
–
|
–
|
|
