|
651
|
Parthenon LLC
Louisville,
Kentucky
|
$4.05M
|
-$3.81K
|
-100
|
-0.1%
|
|
|
652
|
Seven Post Investment Office
San Francisco,
California
|
$4.04M
|
-$247K
|
-6,480
|
-6%
|
|
|
653
|
TD Private Client Wealth
New York
|
$4.04M
|
+$47.6K
|
+1,248
|
+1%
|
|
|
654
|
BCS Wealth Management
Johnson City,
Tennessee
|
$4.04M
|
+$119K
|
+3,129
|
+3%
|
|
|
655
|
Perigon Wealth Management
San Francisco,
California
|
$4.03M
|
+$877K
|
+22,995
|
+29%
|
|
|
656
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.03M
|
+$3.95M
|
+103,488
|
New
|
|
|
657
|
Metropolitan Life Insurance Company (MetLife)
New York
|
$4.03M
|
-$1.41M
|
-37,000
|
-26%
|
|
|
658
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$4.02M
|
-$2.71M
|
-71,010
|
-41%
|
|
|
659
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$4.02M
|
-$193K
|
-5,065
|
-5%
|
|
|
660
|
MGO Private Wealth
Irvine,
California
|
$4.02M
|
-$1.44M
|
-37,787
|
-27%
|
|
|
661
|
Roberts Wealth Advisors
Palo Alto,
California
|
$4.01M
|
-$1.27M
|
-33,191
|
-25%
|
|
|
662
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$4.01M
|
+$372K
|
+9,744
|
+10%
|
|
|
663
|
Tikvah Management
Charlotte,
North Carolina
|
$3.96M
|
–
|
–
|
–
|
|
|
664
|
1900 Wealth Management
San Antonio,
Texas
|
$3.95M
|
+$360K
|
+9,453
|
+10%
|
|
|
665
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$3.95M
|
+$3.86M
|
+101,285
|
New
|
|
|
666
|
180 Wealth Advisors
Federal Way,
Washington
|
$3.95M
|
+$331K
|
+8,685
|
+10%
|
|
|
667
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$3.95M
|
+$52.4K
|
+1,375
|
+1%
|
|
|
668
|
Evercore Wealth Management
New York
|
$3.94M
|
-$584K
|
-15,323
|
-13%
|
|
|
669
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$3.91M
|
+$1.79M
|
+46,818
|
+87%
|
|
|
670
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$3.91M
|
+$300K
|
+7,856
|
+9%
|
|
|
671
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$3.9M
|
-$103K
|
-2,710
|
-3%
|
|
|
672
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$3.9M
|
-$444K
|
-11,656
|
-10%
|
|
|
673
|
NWAM LLC
Mercer Island,
Washington
|
$3.86M
|
+$389K
|
+10,206
|
+11%
|
|
|
674
|
Lodestar Private Asset Management
Alamo,
California
|
$3.85M
|
+$3.76M
|
+98,686
|
New
|
|
|
675
|
Chilton Capital Management
Houston,
Texas
|
$3.85M
|
-$327K
|
-8,585
|
-8%
|
|
