|
351
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$399K
|
+$20.6K
|
+268
|
+6%
|
|
|
352
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$399K
|
+$5.47K
|
+71
|
+1%
|
|
|
353
|
Fayez Sarofim & Co
Houston,
Texas
|
$396K
|
-$130K
|
-1,690
|
-25%
|
|
|
354
|
Atomi Financial Group
New York
|
$394K
|
+$44.9K
|
+583
|
+13%
|
|
|
355
|
Third View Private Wealth
Westport,
Connecticut
|
$389K
|
+$380K
|
+4,941
|
New
|
|
|
356
|
Caprock Group
Boise,
Idaho
|
$388K
|
-$96.5K
|
-1,253
|
-20%
|
|
|
357
|
Texas Bank & Trust
Longview,
Texas
|
$385K
|
–
|
–
|
–
|
|
|
358
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$384K
|
+$36.4K
|
+473
|
+11%
|
|
|
359
|
Personal CFO Solutions
Chester,
New Jersey
|
$381K
|
+$5.16K
|
+67
|
+1%
|
|
|
360
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$377K
|
-$146K
|
-1,896
|
-28%
|
|
|
361
|
Nixon Peabody Trust
Boston,
Massachusetts
|
$374K
|
–
|
–
|
–
|
|
|
362
|
MAI Capital Management
Independence,
Ohio
|
$372K
|
+$103K
|
+1,340
|
+40%
|
|
|
363
|
SimplyRich
Carlsbad,
California
|
$365K
|
-$1.93K
|
-25
|
-0.5%
|
|
|
364
|
Versant Capital Management
Phoenix,
Arizona
|
$363K
|
+$282K
|
+3,659
|
+413%
|
|
|
365
|
PCM Encore
Aspen,
Colorado
|
$351K
|
+$343K
|
+4,460
|
New
|
|
|
366
|
Cresset Asset Management
Chicago,
Illinois
|
$339K
|
-$12.2K
|
-159
|
-4%
|
|
|
367
|
Qtron Investments
Boston,
Massachusetts
|
$339K
|
+$326K
|
+4,238
|
New
|
|
|
368
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$337K
|
–
|
–
|
–
|
|
|
369
|
Jones Financial Companies
Des Peres,
Missouri
|
$334K
|
+$16.9K
|
+219
|
+5%
|
|
|
370
|
New Republic Capital
Charlotte,
North Carolina
|
$333K
|
+$325K
|
+4,224
|
New
|
|
|
371
|
Ballentine Partners
Waltham,
Massachusetts
|
$331K
|
+$52.2K
|
+678
|
+19%
|
|
|
372
|
Ruggaard & Associates
Hudson,
Ohio
|
$331K
|
-$40K
|
-520
|
-11%
|
|
|
373
|
Citizens Financial Group
Providence,
Rhode Island
|
$329K
|
-$3.46K
|
-45
|
-1%
|
|
|
374
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
|
375
|
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
|
$326K
|
+$314K
|
+4,083
|
New
|
|
