|
1101
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.2M
|
+$30K
|
+711
|
+3%
|
|
|
1102
|
Boston Financial Management
Boston,
Massachusetts
|
$1.19M
|
-$198K
|
-4,700
|
-14%
|
|
|
1103
|
American Assets Investment Management
San Diego,
California
|
$1.18M
|
–
|
–
|
–
|
|
|
1104
|
|
$1.18M
|
-$1.49M
|
-35,222
|
-56%
|
|
|
1105
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$1.18M
|
+$24.3K
|
+575
|
+2%
|
|
|
1106
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.17M
|
-$14.8K
|
-351
|
-1%
|
|
|
1107
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.17M
|
-$105K
|
-2,492
|
-8%
|
|
|
1108
|
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
|
$1.17M
|
+$12.7K
|
+302
|
+1%
|
|
|
1109
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$1.17M
|
+$5.7K
|
+135
|
+0.5%
|
|
|
1110
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.17M
|
–
|
–
|
–
|
|
|
1111
|
Monetta Financial Services
Wheaton,
Illinois
|
$1.16M
|
–
|
–
|
–
|
|
|
1112
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$1.16M
|
-$189K
|
-4,488
|
-14%
|
|
|
1113
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$1.16M
|
-$2.92M
|
-69,244
|
-72%
|
|
|
1114
|
CIBC Bank USA
Chicago,
Illinois
|
$1.15M
|
+$214K
|
+5,079
|
+23%
|
|
|
1115
|
NWAM LLC
Mercer Island,
Washington
|
$1.14M
|
+$13.7K
|
+325
|
+1%
|
|
|
1116
|
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
|
$1.13M
|
–
|
–
|
–
|
|
|
1117
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.13M
|
–
|
–
|
–
|
|
|
1118
|
Ashfield Capital Partners
San Francisco,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
1119
|
Lido Advisors
Los Angeles,
California
|
$1.13M
|
+$440K
|
+10,437
|
+64%
|
|
|
1120
|
Biltmore Wealth Management
Tempe,
Arizona
|
$1.12M
|
+$453K
|
+10,740
|
+68%
|
|
|
1121
|
Capula Management
Grand Cayman,
Cayman Islands
|
$1.12M
|
+$1.12M
|
+26,500
|
New
|
|
|
1122
|
|
$1.12M
|
+$12.7K
|
+302
|
+1%
|
|
|
1123
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.11M
|
-$8.44K
|
-200
|
-0.8%
|
|
|
1124
|
Albert D. Mason Inc
Boston,
Massachusetts
|
$1.11M
|
-$26.2K
|
-620
|
-2%
|
|
|
1125
|
UMB Bank
Kansas City,
Missouri
|
$1.11M
|
-$70.2K
|
-1,663
|
-6%
|
|
