|
351
|
EP Wealth Advisors
Torrance,
California
|
$13.5M
|
+$5.93M
|
+51,874
|
+79%
|
|
|
352
|
Whittier Trust
South Pasadena,
California
|
$13.4M
|
-$141K
|
-1,236
|
-1%
|
|
|
353
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$13.4M
|
+$12.8M
|
+111,730
|
New
|
|
|
354
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$13.3M
|
-$111K
|
-968
|
-0.8%
|
|
|
355
|
Vericrest Private Wealth
Newtown,
Pennsylvania
|
$13.3M
|
+$13.3M
|
+116,446
|
New
|
|
|
356
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$13.3M
|
+$450K
|
+3,936
|
+3%
|
|
|
357
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$13M
|
-$1.91M
|
-16,696
|
-13%
|
|
|
358
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$13M
|
-$123K
|
-1,073
|
-0.9%
|
|
|
359
|
Retirement Capital Strategies
San Jose,
California
|
$13M
|
+$13M
|
+113,597
|
New
|
|
|
360
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$12.9M
|
+$124K
|
+1,080
|
+1%
|
|
|
361
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$12.9M
|
+$11.4M
|
+99,373
|
+723%
|
|
|
362
|
KFA Private Wealth Group
Tysons,
Virginia
|
$12.9M
|
-$191K
|
-1,668
|
-1%
|
|
|
363
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$12.8M
|
+$745K
|
+6,514
|
+6%
|
|
|
364
|
Dock Street Asset Management
Palm Beach,
Florida
|
$12.7M
|
+$69.2K
|
+605
|
+0.5%
|
|
|
365
|
Commerce Bank
Kansas City,
Missouri
|
$12.6M
|
-$2.01M
|
-17,531
|
-14%
|
|
|
366
|
Burleson & Co
Petaluma,
California
|
$12.6M
|
+$229K
|
+2,006
|
+2%
|
|
|
367
|
Bowman & Company
Oshkosh,
Wisconsin
|
$12.6M
|
+$12.6M
|
+110,296
|
New
|
|
|
368
|
Founders Financial Securities
Towson,
Maryland
|
$12.5M
|
+$208K
|
+1,817
|
+2%
|
|
|
369
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$12.5M
|
-$30.5M
|
-266,438
|
-71%
|
|
|
370
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$12.4M
|
-$2.98M
|
-26,075
|
-19%
|
|
|
371
|
Barings
Charlotte,
North Carolina
|
$12.4M
|
–
|
–
|
–
|
|
|
372
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$12.3M
|
-$5.96M
|
-52,082
|
-33%
|
|
|
373
|
Peak Financial Management
Wellesley,
Massachusetts
|
$12.3M
|
+$692K
|
+6,051
|
+6%
|
|
|
374
|
Fifth Third Securities
Cincinnati,
Ohio
|
$12.3M
|
+$678K
|
+5,930
|
+6%
|
|
|
375
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$12.1M
|
+$552K
|
+4,824
|
+5%
|
|
