|
451
|
Fort Point Capital Partners
San Francisco,
California
|
$12.6M
|
+$1.24M
|
+21,091
|
+11%
|
|
|
452
|
Waterford Advisors
Orchard Park,
New York
|
$12.6M
|
+$288K
|
+4,903
|
+2%
|
|
|
453
|
MGO One Seven
Beachwood,
Ohio
|
$12.6M
|
-$17.4K
|
-296
|
-0.1%
|
|
|
454
|
Warwick Investment Management
Bryan,
Texas
|
$12.6M
|
+$4.89M
|
+83,143
|
+65%
|
|
|
455
|
Central Trust Company
Jefferson City,
Missouri
|
$12.6M
|
-$1.2M
|
-20,349
|
-9%
|
|
|
456
|
Nelson Capital Management
Menlo Park,
California
|
$12.6M
|
+$800K
|
+13,604
|
+7%
|
|
|
457
|
VestGen Advisors
Inverness,
Illinois
|
$12.6M
|
-$48.5K
|
-825
|
-0.4%
|
|
|
458
|
Everhart Financial Group
Dublin,
Ohio
|
$12.5M
|
-$504K
|
-8,570
|
-4%
|
|
|
459
|
Summit Global Investments
Bountiful,
Utah
|
$12.5M
|
+$1.72M
|
+29,181
|
+16%
|
|
|
460
|
Serenity Investment Advisors
Chicago,
Illinois
|
$12.5M
|
+$969K
|
+16,494
|
+9%
|
|
|
461
|
Polianta Ltd
St Helier,
Jersey
|
$12.5M
|
+$717K
|
+12,200
|
+6%
|
|
|
462
|
Roberts Wealth Advisors
Palo Alto,
California
|
$12.5M
|
+$553K
|
+9,409
|
+5%
|
|
|
463
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$12.5M
|
-$276K
|
-4,700
|
-2%
|
|
|
464
|
Cliffwater
Marina Del Rey,
California
|
$12.4M
|
–
|
–
|
–
|
|
|
465
|
BTG Pactual Asset Management US
New York
|
$12.4M
|
+$500K
|
+8,499
|
+4%
|
|
|
466
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$12.4M
|
-$342K
|
-5,824
|
-3%
|
|
|
467
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$12.4M
|
-$714K
|
-12,155
|
-6%
|
|
|
468
|
Tarbox Family Office
Newport Beach,
California
|
$12.4M
|
-$221K
|
-3,757
|
-2%
|
|
|
469
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$12.4M
|
+$368K
|
+6,256
|
+3%
|
|
|
470
|
Arrowroot Family Office
Marina Del Rey,
California
|
$12.3M
|
+$876K
|
+14,902
|
+8%
|
|
|
471
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$12.3M
|
-$646
|
-11
|
-0%
|
|
|
472
|
Private Client Services
Louisville,
Kentucky
|
$12.3M
|
+$604K
|
+10,273
|
+5%
|
|
|
473
|
|
$12.3M
|
+$858K
|
+14,604
|
+8%
|
|
|
474
|
Soltis Investment Advisors
St. George,
Utah
|
$12.2M
|
+$425K
|
+7,239
|
+4%
|
|
|
475
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$12.2M
|
-$789K
|
-13,431
|
-6%
|
|
