|
701
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1610万
|
-$32.4万
|
-3,096
|
-2%
|
|
|
702
|
World Investment Advisors
Santa Barbara,
California
|
$1597万
|
+$14.4万
|
+1,373
|
+0.7%
|
|
|
703
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$1589万
|
-$336万
|
-32,171
|
-19%
|
|
|
704
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1588万
|
–
|
–
|
–
|
|
|
705
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1586万
|
+$616万
|
+58,863
|
+77%
|
|
|
706
|
Nelson Capital Management
Menlo Park,
California
|
$1579万
|
+$1,255
|
+12
|
+0%
|
|
|
707
|
Live Oak Private Wealth
Wilmington,
North Carolina
|
$1579万
|
-$89.3万
|
-8,540
|
-6%
|
|
|
708
|
Naples Global Advisors
Naples,
Florida
|
$1578万
|
-$31.1万
|
-2,973
|
-2%
|
|
|
709
|
Advocate Group
Minnetonka,
Minnesota
|
$1573万
|
-$292万
|
-27,906
|
-17%
|
|
|
710
|
Pioneer Trust Bank
Salem,
Oregon
|
$1573万
|
-$7万
|
-669
|
-0.5%
|
|
|
711
|
Simmons Bank
Pine Bluff,
Arkansas
|
$1572万
|
-$123万
|
-11,757
|
-8%
|
|
|
712
|
Montag & Associates
Atlanta,
Georgia
|
$1565万
|
+$146万
|
+13,918
|
+12%
|
|
|
713
|
Callan Family Office
Radnor,
Pennsylvania
|
$1564万
|
+$11.3万
|
+1,081
|
+0.8%
|
|
|
714
|
Covea Finance
Paris,
France
|
$1562万
|
+$1391万
|
+133,000
|
新規
|
|
|
715
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$1558万
|
+$579万
|
+55,349
|
+72%
|
|
|
716
|
CX Institutional
Auburn,
Indiana
|
$1557万
|
-$153万
|
-14,652
|
-10%
|
|
|
717
|
Perigon Wealth Management
San Francisco,
California
|
$1554万
|
-$3.41万
|
-326
|
-0.2%
|
|
|
718
|
Perennial Advisors
New York
|
$1550万
|
-$17.2万
|
-1,646
|
-1%
|
|
|
719
|
Advanced Asset Management Advisors
Dublin,
Ohio
|
$1546万
|
-$2,092
|
-20
|
-0%
|
|
|
720
|
Levin Capital Strategies
New York
|
$1533万
|
-$708万
|
-67,728
|
-34%
|
|
|
721
|
Eagle Rock Investment Company
Atlanta,
Georgia
|
$1528万
|
-$45.5万
|
-4,346
|
-3%
|
|
|
722
|
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
|
$1521万
|
–
|
–
|
–
|
|
|
723
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$1521万
|
+$628万
|
+60,080
|
+87%
|
|
|
724
|
SVB Wealth
Boston,
Massachusetts
|
$1520万
|
-$274万
|
-26,193
|
-17%
|
|
|
725
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1520万
|
+$18.5万
|
+1,766
|
+1%
|
|
