|
401
|
Private Management Group
Irvine,
California
|
$1.6M
|
+$98K
|
+408
|
+7%
|
|
|
402
|
SVB Wealth
Boston,
Massachusetts
|
$1.6M
|
-$1.99M
|
-8,297
|
-56%
|
|
|
403
|
EnRich Financial Partners
Madison,
Wisconsin
|
$1.59M
|
-$137K
|
-570
|
-8%
|
|
|
404
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.58M
|
–
|
–
|
–
|
|
|
405
|
Forum Financial Management
Lombard,
Illinois
|
$1.58M
|
-$713K
|
-2,969
|
-32%
|
|
|
406
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$1.57M
|
+$19.5K
|
+81
|
+1%
|
|
|
407
|
Davidson Trust Company
Seattle,
Washington
|
$1.56M
|
–
|
–
|
–
|
|
|
408
|
Quadcap Wealth Management
Frisco,
Texas
|
$1.55M
|
–
|
–
|
–
|
|
|
409
|
Vista Capital Partners
Portland,
Oregon
|
$1.53M
|
-$237K
|
-987
|
-14%
|
|
|
410
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.52M
|
-$97.5K
|
-406
|
-6%
|
|
|
411
|
Brown Brothers Harriman & Co
New York
|
$1.52M
|
–
|
–
|
–
|
|
|
412
|
First Merchants Corp
Muncie,
Indiana
|
$1.52M
|
-$123K
|
-510
|
-8%
|
|
|
413
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.51M
|
-$295K
|
-1,227
|
-17%
|
|
|
414
|
Glassman Wealth Services
Vienna,
Virginia
|
$1.51M
|
–
|
–
|
–
|
|
|
415
|
Grandfield & Dodd
New York
|
$1.51M
|
–
|
–
|
–
|
|
|
416
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$1.5M
|
+$74K
|
+308
|
+5%
|
|
|
417
|
Mystic Asset Management
Warwick,
Rhode Island
|
$1.5M
|
+$116K
|
+482
|
+9%
|
|
|
418
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.5M
|
–
|
–
|
–
|
|
|
419
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.5M
|
–
|
–
|
–
|
|
|
420
|
Berger Financial Group
Plymouth,
Minnesota
|
$1.49M
|
–
|
–
|
–
|
|
|
421
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.48M
|
-$14.4K
|
-60
|
-1%
|
|
|
422
|
Cypress Wealth Services
Palm Desert,
California
|
$1.48M
|
–
|
–
|
–
|
|
|
423
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$1.48M
|
-$114K
|
-475
|
-2%
|
|
|
424
|
Thomasville National Bank
Thomasville,
Georgia
|
$1.47M
|
+$30K
|
+125
|
+2%
|
|
|
425
|
Quantinno Capital Management
New York
|
$1.46M
|
+$461K
|
+1,919
|
+49%
|
|
