|
901
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.25M
|
+$1.25M
|
+10,947
|
New
|
|
|
902
|
SNS Financial Group
Minneapolis,
Minnesota
|
$1.25M
|
-$118K
|
-1,035
|
-9%
|
|
|
903
|
TPB Wealth Advisors
San Antonio,
Texas
|
$1.24M
|
+$177K
|
+1,546
|
+17%
|
|
|
904
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.24M
|
+$131K
|
+1,142
|
+12%
|
|
|
905
|
Berkeley Inc
Boise,
Idaho
|
$1.24M
|
-$22.9K
|
-200
|
-2%
|
|
|
906
|
Element Wealth
Ridgeland,
Mississippi
|
$1.24M
|
+$63.5K
|
+555
|
+5%
|
|
|
907
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$1.24M
|
+$1.24M
|
+10,841
|
New
|
|
|
908
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.23M
|
–
|
–
|
–
|
|
|
909
|
J. Safra Asset Management
New York
|
$1.22M
|
-$85.7K
|
-749
|
-6%
|
|
|
910
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.22M
|
+$151K
|
+1,320
|
+14%
|
|
|
911
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.22M
|
+$163K
|
+1,426
|
+15%
|
|
|
912
|
Summit Asset Management
Memphis,
Tennessee
|
$1.22M
|
-$4.12K
|
-36
|
-0.3%
|
|
|
913
|
Procyon Advisors
Shelton,
Connecticut
|
$1.21M
|
-$646K
|
-5,648
|
-35%
|
|
|
914
|
Latitude Advisors
Vero Beach,
Florida
|
$1.21M
|
+$275K
|
+2,406
|
+29%
|
|
|
915
|
Burney Company
Reston,
Virginia
|
$1.2M
|
+$204K
|
+1,784
|
+20%
|
|
|
916
|
Pinnacle Associates
New York
|
$1.2M
|
+$12.7K
|
+111
|
+1%
|
|
|
917
|
Lake Point Wealth Management
Rockwall,
Texas
|
$1.2M
|
+$37.2K
|
+325
|
+3%
|
|
|
918
|
Neuberger Berman Group
New York
|
$1.2M
|
+$20.8K
|
+182
|
+2%
|
|
|
919
|
Cook Wealth
Raleigh,
North Carolina
|
$1.2M
|
+$1.24M
|
+10,824
|
New
|
|
|
920
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.2M
|
+$1.2M
|
+10,475
|
New
|
|
|
921
|
Activest Wealth Management
Aventure,
Florida
|
$1.19M
|
+$1.19M
|
+10,429
|
New
|
|
|
922
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$1.19M
|
-$394K
|
-3,445
|
-25%
|
|
|
923
|
Financial Consulate
Hunt Valley,
Maryland
|
$1.18M
|
–
|
–
|
–
|
|
|
924
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$1.18M
|
-$406K
|
-3,552
|
-26%
|
|
|
925
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.17M
|
+$1.6K
|
+14
|
+0.1%
|
|
