|
401
|
Institute for Wealth Management
Denver,
Colorado
|
$5,583
|
+$6,081
|
+725
|
新規
|
|
|
402
|
Whittier Trust
South Pasadena,
California
|
$5,458
|
+$1,644
|
+196
|
+40%
|
|
|
403
|
Private Trust Company
Cleveland,
Ohio
|
$5,359
|
–
|
–
|
–
|
|
|
404
|
Harbour Investments
Madison,
Wisconsin
|
$5,082
|
-$117
|
-14
|
-2%
|
|
|
405
|
Richardson Financial Services
Medway,
Massachusetts
|
$4,851
|
–
|
–
|
–
|
|
|
406
|
Crewe Advisors
Salt Lake City,
Utah
|
$4,728
|
+$1,216
|
+145
|
+31%
|
|
|
407
|
Oakworth Capital
Birmingham,
Alabama
|
$4,620
|
–
|
–
|
–
|
|
|
408
|
PlanVest Financial
Gaithersburg,
Maryland
|
$4,620
|
–
|
–
|
–
|
|
|
409
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$4,597
|
–
|
–
|
–
|
|
|
410
|
SouthState Corp
Winter Haven,
Florida
|
$4,397
|
+$4,789
|
+571
|
新規
|
|
|
411
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$4,235
|
–
|
–
|
–
|
|
|
412
|
MCF Advisors
Covington,
Kentucky
|
$4,174
|
+$4,546
|
+542
|
新規
|
|
|
413
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$4,043
|
–
|
–
|
–
|
|
|
414
|
International Assets Investment Management
Orlando,
Florida
|
$3,925
|
-$3,984
|
-475
|
-49%
|
|
|
415
|
True Wealth Design
Akron,
Ohio
|
$3,866
|
-$4,361
|
-520
|
-51%
|
|
|
416
|
City State Bank
Norwalk,
Iowa
|
$3,812
|
–
|
–
|
–
|
|
|
417
|
Lodestone Wealth Management
Spokane,
Washington
|
$3,342
|
+$109
|
+13
|
+3%
|
|
|
418
|
RMG Wealth Management
Platteville,
Wisconsin
|
$3,320
|
+$3,900
|
+465
|
新規
|
|
|
419
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$3,303
|
–
|
–
|
–
|
|
|
420
|
Godfrey Financial Associates
Glenmont,
New York
|
$3,266
|
–
|
–
|
–
|
|
|
421
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$2,626
|
-$1.77万
|
-2,112
|
-86%
|
|
|
422
|
Signature Resources Capital Management
Newport Beach,
California
|
$2,556
|
–
|
–
|
–
|
|
|
423
|
Huntington National Bank
Columbus,
Ohio
|
$2,410
|
-$352
|
-42
|
-12%
|
|
|
424
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$2,375
|
+$361
|
+43
|
+18%
|
|
|
425
|
Gables Capital Management
Miami,
Florida
|
$2,310
|
-$1.35万
|
-1,609
|
-84%
|
|
