|
376
|
Kilter Group
Rhinebeck,
New York
|
US$ 10,4 mil
|
+US$ 1,91 mil
|
+30
|
+26%
|
|
|
377
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
US$ 9,9 mil
|
+US$ 8,89 mil
|
+140
|
Nova
|
|
|
378
|
Salomon & Ludwin
Richmond,
Virginia
|
US$ 9,9 mil
|
-US$ 10,4 mil
|
-163
|
-54%
|
|
|
379
|
Fortitude Family Office
Scottsdale,
Arizona
|
US$ 9,8 mil
|
+US$ 508
|
+8
|
+6%
|
|
|
380
|
SBI Securities
Tokyo,
Japan
|
US$ 9,7 mil
|
-US$ 3,49 mil
|
-55
|
-29%
|
|
|
381
|
Rothschild Investment LLC
Chicago,
Illinois
|
US$ 9,5 mil
|
-US$ 57 mil
|
-897
|
-87%
|
|
|
382
|
Key Financial Inc
West Chester,
Pennsylvania
|
US$ 8,61 mil
|
–
|
–
|
–
|
|
|
383
|
Eastern Bank
Boston,
Massachusetts
|
US$ 8,61 mil
|
+US$ 7,62 mil
|
+120
|
Nova
|
|
|
384
|
IMA Advisory Services
Denver,
Colorado
|
US$ 8,11 mil
|
+US$ 2,29 mil
|
+36
|
+47%
|
|
|
385
|
CVA Family Office
Denver,
Colorado
|
US$ 7,82 mil
|
-US$ 5,14 mil
|
-81
|
-43%
|
|
|
386
|
|
US$ 7,53 mil
|
+US$ 6,67 mil
|
+105
|
Nova
|
|
|
387
|
Sachetta
Lynnfield,
Massachusetts
|
US$ 7,39 mil
|
-US$ 6,92 mil
|
-109
|
-51%
|
|
|
388
|
Danske Bank
Copenhagen K,
Denmark
|
US$ 7,17 mil
|
–
|
–
|
–
|
|
|
389
|
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
US$ 6,89 mil
|
–
|
–
|
–
|
|
|
390
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
US$ 6,67 mil
|
–
|
–
|
–
|
|
|
391
|
WealthCollab
Bellevue,
Washington
|
US$ 6,67 mil
|
–
|
–
|
–
|
|
|
392
|
Essential Partners
Rancho Santa Fe,
California
|
US$ 6,6 mil
|
-US$ 16,9 mil
|
-266
|
-74%
|
|
|
393
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
US$ 6,38 mil
|
–
|
–
|
–
|
|
|
394
|
Torren Management
San Diego,
California
|
US$ 6,03 mil
|
–
|
–
|
–
|
|
|
395
|
Silver Grove Financial Group
Orchard Park,
New York
|
US$ 6,03 mil
|
+US$ 5,34 mil
|
+84
|
Nova
|
|
|
396
|
Trust Company of Vermont
Brattleboro,
Vermont
|
US$ 5,81 mil
|
–
|
–
|
–
|
|
|
397
|
Strategic Wealth Partners
Independence,
Ohio
|
US$ 5,52 mil
|
–
|
–
|
–
|
|
|
398
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
US$ 5,16 mil
|
–
|
–
|
–
|
|
|
399
|
Clearstead Advisors
Cleveland,
Ohio
|
US$ 4,3 mil
|
+US$ 1,91 mil
|
+30
|
+100%
|
|
|
400
|
Valued Wealth Advisors
Holladay,
Utah
|
US$ 4,3 mil
|
+US$ 3,56 mil
|
+56
|
+1.400%
|
|
