|
626
|
UMB Bank
Kansas City,
Missouri
|
$1.41M
|
+$1.29M
|
+14,481
|
New
|
|
|
627
|
McDonald Partners
Cleveland,
Ohio
|
$1.4M
|
+$362K
|
+4,077
|
+39%
|
|
|
628
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.4M
|
-$1.18M
|
-13,299
|
-48%
|
|
|
629
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$1.39M
|
–
|
–
|
–
|
|
|
630
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$1.38M
|
+$9.77K
|
+110
|
+0.9%
|
|
|
631
|
Coe Capital Management
Highland Park,
Illinois
|
$1.37M
|
+$5.59K
|
+63
|
+0.4%
|
|
|
632
|
Platform Technology Partners
New York
|
$1.37M
|
+$1.25M
|
+14,102
|
New
|
|
|
633
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.37M
|
+$148K
|
+1,665
|
+13%
|
|
|
634
|
Western Wealth Management
Golden,
Colorado
|
$1.36M
|
+$253K
|
+2,853
|
+25%
|
|
|
635
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.36M
|
-$35.5K
|
-400
|
-3%
|
|
|
636
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$1.36M
|
+$888
|
+10
|
+0.1%
|
|
|
637
|
Summit Trail Advisors
New York
|
$1.36M
|
+$152K
|
+1,713
|
+14%
|
|
|
638
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.34M
|
-$3.2K
|
-36
|
-0.3%
|
|
|
639
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.34M
|
+$88.8K
|
+1,000
|
+8%
|
|
|
640
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.34M
|
+$57.8K
|
+651
|
+5%
|
|
|
641
|
Morse Asset Management
Darien,
Connecticut
|
$1.32M
|
–
|
–
|
–
|
|
|
642
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.32M
|
–
|
–
|
–
|
|
|
643
|
Brave Asset Management
Summit,
New Jersey
|
$1.3M
|
-$103K
|
-1,156
|
-8%
|
|
|
644
|
Accel Wealth Management
Waverly,
Iowa
|
$1.29M
|
+$43.8K
|
+493
|
+4%
|
|
|
645
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.28M
|
-$48.1K
|
-542
|
-4%
|
|
|
646
|
Berman Capital Advisors
Atlanta,
Georgia
|
$1.28M
|
-$229K
|
-2,581
|
-16%
|
|
|
647
|
New Vernon Investment Management
Highland Park,
Illinois
|
$1.28M
|
–
|
–
|
–
|
|
|
648
|
Achmea Investment Management
Zeist,
Netherlands
|
$1.28M
|
–
|
–
|
–
|
|
|
649
|
Belpointe Asset Management
Reno,
Nevada
|
$1.27M
|
-$189K
|
-2,128
|
-14%
|
|
|
650
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.27M
|
+$26.7K
|
+301
|
+2%
|
|
