|
401
|
KeyBank National Association
Cleveland,
Ohio
|
$1.22M
|
-$130K
|
-1,137
|
-10%
|
|
|
402
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.22M
|
-$225K
|
-1,961
|
-15%
|
|
|
403
|
Arax Advisory Partners
Denver,
Colorado
|
$1.21M
|
+$1.22M
|
+10,614
|
New
|
|
|
404
|
WealthShield Partners
Cary,
North Carolina
|
$1.2M
|
-$1.32M
|
-11,500
|
-52%
|
|
|
405
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.19M
|
–
|
–
|
–
|
|
|
406
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$1.19M
|
+$37.1K
|
+324
|
+3%
|
|
|
407
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.19M
|
-$342K
|
-2,985
|
-23%
|
|
|
408
|
SageView Advisory Group
Newport Beach,
California
|
$1.18M
|
+$4.13K
|
+36
|
+0.3%
|
|
|
409
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.17M
|
-$304K
|
-2,648
|
-20%
|
|
|
410
|
QRG Capital Management
Chicago,
Illinois
|
$1.17M
|
+$8.94K
|
+78
|
+0.8%
|
|
|
411
|
Balance Wealth
Delaware,
Ohio
|
$1.17M
|
-$45.6K
|
-398
|
-4%
|
|
|
412
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.15M
|
+$115K
|
+1,000
|
+11%
|
|
|
413
|
One Wealth Capital Management
Scottsdale,
Arizona
|
$1.15M
|
-$282K
|
-2,464
|
-20%
|
|
|
414
|
IEQ Capital
Foster City,
California
|
$1.15M
|
+$17K
|
+148
|
+1%
|
|
|
415
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$1.13M
|
-$55.5K
|
-484
|
-5%
|
|
|
416
|
Mainstream Capital Management
Los Angeles,
California
|
$1.13M
|
-$122K
|
-1,067
|
-10%
|
|
|
417
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$1.12M
|
+$30K
|
+262
|
+3%
|
|
|
418
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.12M
|
-$85.4K
|
-745
|
-7%
|
|
|
419
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.12M
|
-$140K
|
-1,223
|
-11%
|
|
|
420
|
Wealthfront Advisers
Palo Alto,
California
|
$1.11M
|
+$65.2K
|
+569
|
+6%
|
|
|
421
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.1M
|
-$9.52K
|
-83
|
-0.8%
|
|
|
422
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.09M
|
-$181K
|
-1,578
|
-14%
|
|
|
423
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$1.09M
|
–
|
–
|
–
|
|
|
424
|
Diversify Advisory Services
Sandy,
Utah
|
$1.08M
|
-$1.34M
|
-11,649
|
-56%
|
|
|
425
|
Latitude Advisors
Vero Beach,
Florida
|
$1.06M
|
-$109K
|
-949
|
-9%
|
|
