|
651
|
Institute for Wealth Management
Denver,
Colorado
|
$1.34M
|
+$1.62M
|
+3,361
|
New
|
|
|
652
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.33M
|
+$9.67K
|
+20
|
+0.6%
|
|
|
653
|
Edgestream Partners
Princeton,
New Jersey
|
$1.33M
|
-$1.35M
|
-2,797
|
-46%
|
|
|
654
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.3M
|
+$76.4K
|
+158
|
+6%
|
|
|
655
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.3M
|
+$471K
|
+974
|
+42%
|
|
|
656
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.3M
|
+$874K
|
+1,808
|
+124%
|
|
|
657
|
Belpointe Asset Management
Reno,
Nevada
|
$1.3M
|
-$35.3K
|
-73
|
-2%
|
|
|
658
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.28M
|
+$115K
|
+237
|
+8%
|
|
|
659
|
Diversified Trust
Memphis,
Tennessee
|
$1.26M
|
-$101K
|
-209
|
-6%
|
|
|
660
|
Burney Company
Reston,
Virginia
|
$1.26M
|
-$835K
|
-1,728
|
-35%
|
|
|
661
|
GLOBALT Investments
Atlanta,
Georgia
|
$1.26M
|
-$821K
|
-1,699
|
-35%
|
|
|
662
|
EP Wealth Advisors
Torrance,
California
|
$1.24M
|
-$124K
|
-257
|
-8%
|
|
|
663
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.23M
|
-$139K
|
-288
|
-9%
|
|
|
664
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.23M
|
+$1.59M
|
+3,293
|
New
|
|
|
665
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.21M
|
-$266K
|
-551
|
-15%
|
|
|
666
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.21M
|
+$295K
|
+611
|
+25%
|
|
|
667
|
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
$1.21M
|
+$107K
|
+222
|
+8%
|
|
|
668
|
Jefferies Financial Group
New York
|
$1.2M
|
+$931K
|
+1,926
|
+175%
|
|
|
669
|
Trust Asset Management
Houston,
Texas
|
$1.2M
|
+$1.46M
|
+3,012
|
New
|
|
|
670
|
Oak Associates
Akron,
Ohio
|
$1.19M
|
–
|
–
|
–
|
|
|
671
|
InterCapital
Austin,
Texas
|
$1.19M
|
+$725K
|
+1,500
|
+100%
|
|
|
672
|
Kurv Investment Management
San Francisco,
California
|
$1.19M
|
-$264K
|
-546
|
-15%
|
|
|
673
|
Acadian Asset Management
Boston,
Massachusetts
|
$1.19M
|
-$7.27M
|
-15,032
|
-83%
|
|
|
674
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.18M
|
-$175K
|
-362
|
-11%
|
|
|
675
|
Circle Wealth Management
Summit,
New Jersey
|
$1.18M
|
+$80.7K
|
+167
|
+6%
|
|
