|
451
|
REAP Financial Group
Austin,
Texas
|
$11.5M
|
+$374K
|
+6,671
|
+3%
|
|
|
452
|
Tarbox Family Office
Newport Beach,
California
|
$11.4M
|
-$164K
|
-2,936
|
-1%
|
|
|
453
|
Rathbones Group
Liverpool,
United Kingdom
|
$11.4M
|
+$1.92M
|
+34,257
|
+19%
|
|
|
454
|
Serenity Investment Advisors
Chicago,
Illinois
|
$11.3M
|
+$1.44M
|
+25,679
|
+15%
|
|
|
455
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11.3M
|
+$429K
|
+7,650
|
+4%
|
|
|
456
|
Define Financial
San Diego,
California
|
$11.3M
|
+$260K
|
+4,638
|
+2%
|
|
|
457
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$11.3M
|
+$437K
|
+7,795
|
+4%
|
|
|
458
|
Evercore Wealth Management
New York
|
$11.3M
|
+$3.74M
|
+66,679
|
+47%
|
|
|
459
|
Cliffwater
Marina Del Rey,
California
|
$11.3M
|
–
|
–
|
–
|
|
|
460
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$11.2M
|
+$64K
|
+1,142
|
+0.6%
|
|
|
461
|
Titan Global Capital Management USA
New York
|
$11.2M
|
+$1.34M
|
+23,859
|
+13%
|
|
|
462
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.2M
|
-$597K
|
-10,653
|
-5%
|
|
|
463
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$11.1M
|
-$443K
|
-7,913
|
-4%
|
|
|
464
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$11.1M
|
+$11.5M
|
+204,597
|
New
|
|
|
465
|
Cardiff Park Advisors
Carlsbad,
California
|
$11M
|
+$2.22M
|
+39,693
|
+24%
|
|
|
466
|
Geneos Wealth Management
Englewood,
Colorado
|
$11M
|
+$2.09M
|
+37,229
|
+22%
|
|
|
467
|
Northeast Investment Management
Boston,
Massachusetts
|
$11M
|
+$867K
|
+15,471
|
+8%
|
|
|
468
|
Russell Investments Group
London,
United Kingdom
|
$10.9M
|
+$206K
|
+3,684
|
+2%
|
|
|
469
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$10.9M
|
+$1.23M
|
+21,953
|
+13%
|
|
|
470
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$10.8M
|
-$238K
|
-4,242
|
-2%
|
|
|
471
|
Waterford Advisors
Orchard Park,
New York
|
$10.8M
|
+$214K
|
+3,824
|
+2%
|
|
|
472
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$10.8M
|
+$1.63M
|
+29,080
|
+19%
|
|
|
473
|
BTG Pactual Asset Management US
New York
|
$10.8M
|
+$1.18M
|
+21,028
|
+12%
|
|
|
474
|
Standard Family Office
Sioux Falls,
South Dakota
|
$10.8M
|
+$1.01M
|
+18,025
|
+10%
|
|
|
475
|
Roberts Wealth Advisors
Palo Alto,
California
|
$10.8M
|
+$1.11M
|
+19,869
|
+11%
|
|
