|
601
|
Burney Company
Reston,
Virginia
|
$1.2M
|
-$90.1K
|
-1,175
|
-7%
|
|
|
602
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.18M
|
-$6.84M
|
-89,176
|
-85%
|
|
|
603
|
KeyBank National Association
Cleveland,
Ohio
|
$1.18M
|
-$478K
|
-6,234
|
-29%
|
|
|
604
|
Pacific Capital Wealth Advisors
Corona,
California
|
$1.18M
|
-$46.5K
|
-606
|
-4%
|
|
|
605
|
American Capital Advisory
Ketchum,
Idaho
|
$1.17M
|
+$473K
|
+6,168
|
+68%
|
|
|
606
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.17M
|
-$45.9K
|
-599
|
-4%
|
|
|
607
|
FSA Advisors
Troy,
Michigan
|
$1.17M
|
-$5.37K
|
-70
|
-0.5%
|
|
|
608
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$1.15M
|
+$311K
|
+4,050
|
+37%
|
|
|
609
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.15M
|
–
|
–
|
–
|
|
|
610
|
Merriman Wealth Management
Seattle,
Washington
|
$1.15M
|
+$131K
|
+1,710
|
+13%
|
|
|
611
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.15M
|
+$20.9K
|
+273
|
+2%
|
|
|
612
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.15M
|
+$265K
|
+3,453
|
+30%
|
|
|
613
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$1.13M
|
+$1.14M
|
+14,799
|
New
|
|
|
614
|
Andrews Lucia Wealth Management
Danville,
California
|
$1.13M
|
-$48.4K
|
-631
|
-4%
|
|
|
615
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.13M
|
+$342K
|
+4,460
|
+43%
|
|
|
616
|
Elmwood Wealth Management
Berkeley,
California
|
$1.13M
|
+$55.2K
|
+719
|
+5%
|
|
|
617
|
RIA Advisory Group
Des Moines,
Iowa
|
$1.13M
|
+$1.13M
|
+14,677
|
New
|
|
|
618
|
Washington Trust Bank
Spokane,
Washington
|
$1.12M
|
-$549K
|
-7,158
|
-33%
|
|
|
619
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$1.12M
|
-$386K
|
-5,031
|
-26%
|
|
|
620
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.12M
|
+$185K
|
+2,414
|
+20%
|
|
|
621
|
Americana Partners
Houston,
Texas
|
$1.12M
|
+$77
|
+1
|
+0%
|
|
|
622
|
Global Financial Private Client
Sarasota,
Florida
|
$1.11M
|
+$16.2K
|
+211
|
+1%
|
|
|
623
|
Joel Isaacson & Co
New York
|
$1.11M
|
-$126K
|
-1,641
|
-10%
|
|
|
624
|
Snowden Capital Advisors
New York
|
$1.1M
|
+$22.2K
|
+290
|
+2%
|
|
|
625
|
Argent Trust Co
Nashville,
Tennessee
|
$1.08M
|
-$16.8K
|
-219
|
-2%
|
|
