|
351
|
Global Financial Private Client
Sarasota,
Florida
|
$850K
|
+$14.8K
|
+182
|
+2%
|
|
|
352
|
Verus Capital Partners
Scottsdale,
Arizona
|
$844K
|
+$199K
|
+2,444
|
+27%
|
|
|
353
|
Synovus Financial
Columbus,
Georgia
|
$818K
|
-$16.6K
|
-204
|
-2%
|
|
|
354
|
Aspire Private Capital
Cornelius,
North Carolina
|
$816K
|
-$55K
|
-674
|
-6%
|
|
|
355
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$812K
|
-$253K
|
-3,105
|
-22%
|
|
|
356
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$805K
|
+$260K
|
+3,193
|
+40%
|
|
|
357
|
Mission Wealth Management
Santa Barbara,
California
|
$800K
|
-$39.4K
|
-483
|
-4%
|
|
|
358
|
BTC Capital Management
Des Moines,
Iowa
|
$800K
|
–
|
–
|
–
|
|
|
359
|
SOL Capital Management
Rockville,
Maryland
|
$792K
|
+$90.1K
|
+1,105
|
+11%
|
|
|
360
|
Institute for Wealth Management
Denver,
Colorado
|
$789K
|
-$16.6K
|
-203
|
-2%
|
|
|
361
|
Y-Intercept (HK)
Hong Kong
|
$788K
|
+$557K
|
+6,833
|
+170%
|
|
|
362
|
Pinnacle Associates
New York
|
$787K
|
–
|
–
|
–
|
|
|
363
|
Macroview Investment Management
Bethesda,
Maryland
|
$780K
|
-$366K
|
-4,489
|
-29%
|
|
|
364
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$774K
|
–
|
–
|
–
|
|
|
365
|
Private Trust Company
Cleveland,
Ohio
|
$765K
|
+$13.9K
|
+171
|
+2%
|
|
|
366
|
Avantax Planning Partners
Dubuque,
Iowa
|
$763K
|
–
|
–
|
–
|
|
|
367
|
Meridian Wealth Management
Lexington,
Kentucky
|
$760K
|
-$570K
|
-6,982
|
-40%
|
|
|
368
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$739K
|
-$119K
|
-1,460
|
-13%
|
|
|
369
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$739K
|
+$275K
|
+3,370
|
+49%
|
|
|
370
|
Oppenheimer & Co
New York
|
$729K
|
+$187K
|
+2,287
|
+29%
|
|
|
371
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$701K
|
+$129K
|
+1,576
|
+20%
|
|
|
372
|
Cresset Asset Management
Chicago,
Illinois
|
$686K
|
+$129K
|
+1,579
|
+20%
|
|
|
373
|
|
$685K
|
+$21.8K
|
+267
|
+3%
|
|
|
374
|
|
$678K
|
+$762K
|
+9,341
|
New
|
|
|
375
|
Strategy Asset Managers
Pasadena,
California
|
$675K
|
+$758K
|
+9,296
|
New
|
|
