|
251
|
Tarbox Family Office
Newport Beach,
California
|
$11.7M
|
-$3.17M
|
-85,496
|
-22%
|
|
|
252
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$11.6M
|
-$50K
|
-1,351
|
-0.5%
|
|
|
253
|
CIBC World Market
Toronto,
Ontario, Canada
|
$11.6M
|
+$39.5K
|
+1,066
|
+0.4%
|
|
|
254
|
Blue Edge Capital
Richmond,
Virginia
|
$11.6M
|
-$3.11M
|
-84,110
|
-22%
|
|
|
255
|
Boston Family Office
Boston,
Massachusetts
|
$11.5M
|
-$56.6K
|
-1,528
|
-0.5%
|
|
|
256
|
BTC Capital Management
Des Moines,
Iowa
|
$11.5M
|
+$2.11M
|
+57,069
|
+24%
|
|
|
257
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$11.4M
|
-$45.1K
|
-1,218
|
-0.5%
|
|
|
258
|
Global Financial Private Capital
Sarasota,
Florida
|
$11.3M
|
+$829K
|
+22,391
|
+8%
|
|
|
259
|
UMB Bank
Kansas City,
Missouri
|
$11.3M
|
+$1.15M
|
+30,959
|
+12%
|
|
|
260
|
Financial Counselors Inc
Overland Park,
Kansas
|
$11.1M
|
+$2.82M
|
+76,281
|
+38%
|
|
|
261
|
Beacon Pointe Advisors
Newport Beach,
California
|
$11.1M
|
+$225K
|
+6,064
|
+2%
|
|
|
262
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$11M
|
-$146K
|
-3,934
|
-1%
|
|
|
263
|
Steward Partners Investment Advisory
New York
|
$11M
|
+$280K
|
+7,563
|
+3%
|
|
|
264
|
|
$11M
|
-$237K
|
-6,396
|
-2%
|
|
|
265
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$10.9M
|
+$260K
|
+7,026
|
+3%
|
|
|
266
|
Rakuten Investment Management
Tokyo,
Japan
|
$10.8M
|
+$141K
|
+3,800
|
+1%
|
|
|
267
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$10.8M
|
+$2.98M
|
+80,592
|
+42%
|
|
|
268
|
One Day In July LLC
Burlington,
Vermont
|
$10.7M
|
-$1.2M
|
-32,301
|
-11%
|
|
|
269
|
Stephens Inc
Little Rock,
Arkansas
|
$10.7M
|
+$206K
|
+5,562
|
+2%
|
|
|
270
|
Focused Wealth Management
Newburgh,
New York
|
$10.5M
|
-$24.5M
|
-660,712
|
-71%
|
|
|
271
|
Wallington Asset Management
Indianapolis,
Indiana
|
$10.4M
|
-$101K
|
-2,740
|
-1%
|
|
|
272
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$10.4M
|
+$3.93M
|
+106,137
|
+68%
|
|
|
273
|
Blankinship & Foster
Solana Beach,
California
|
$10.3M
|
-$31.6K
|
-854
|
-0.3%
|
|
|
274
|
Symmetry Partners
Glastonbury,
Connecticut
|
$10.3M
|
+$310K
|
+8,381
|
+3%
|
|
|
275
|
Highland Private Wealth Management
Bellevue,
Washington
|
$10.2M
|
+$336K
|
+9,064
|
+4%
|
|
