|
426
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$1.34M
|
+$360K
|
+3,059
|
+34%
|
|
|
427
|
EFG International
Zurich,
|
$1.32M
|
+$1.4M
|
+11,892
|
New
|
|
|
428
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$1.32M
|
-$14.9K
|
-127
|
-1%
|
|
|
429
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$1.3M
|
-$78.8K
|
-670
|
-5%
|
|
|
430
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.3M
|
+$628K
|
+5,339
|
+84%
|
|
|
431
|
Jabodon PT Co
Reno,
Nevada
|
$1.3M
|
+$1.37M
|
+11,655
|
New
|
|
|
432
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$1.29M
|
+$64.4K
|
+548
|
+5%
|
|
|
433
|
Capital Asset Management
Denver,
Colorado
|
$1.29M
|
+$1.36M
|
+11,554
|
New
|
|
|
434
|
Capital Investment Management
Lees Summit,
Missouri
|
$1.28M
|
+$1.35M
|
+11,478
|
New
|
|
|
435
|
Brooklyn Investment Group
Brooklyn,
New York
|
$1.25M
|
+$1.32M
|
+11,263
|
New
|
|
|
436
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.25M
|
–
|
–
|
–
|
|
|
437
|
Pinnacle Associates
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
438
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$1.23M
|
-$123K
|
-1,045
|
-9%
|
|
|
439
|
BTC Capital Management
Des Moines,
Iowa
|
$1.23M
|
–
|
–
|
–
|
|
|
440
|
Signal Advisors Wealth
Detroit,
Michigan
|
$1.21M
|
+$360K
|
+3,062
|
+39%
|
|
|
441
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.2M
|
+$5.64K
|
+48
|
+0.4%
|
|
|
442
|
M Holdings Securities
Portland,
Oregon
|
$1.2M
|
+$1.18M
|
+10,026
|
New
|
|
|
443
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.19M
|
+$218K
|
+1,853
|
+21%
|
|
|
444
|
Caprock Group
Boise,
Idaho
|
$1.19M
|
+$1.26M
|
+10,706
|
New
|
|
|
445
|
Kestra Investment Management
Austin,
Texas
|
$1.19M
|
+$816K
|
+6,938
|
+185%
|
|
|
446
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.17M
|
-$1.19M
|
-10,133
|
-49%
|
|
|
447
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$1.16M
|
–
|
–
|
–
|
|
|
448
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.16M
|
+$1.01M
|
+8,625
|
+300%
|
|
|
449
|
Unify Financial Advisors
Clearwater,
Florida
|
$1.14M
|
+$964K
|
+8,197
|
+408%
|
|
|
450
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$1.14M
|
-$63.4K
|
-539
|
-5%
|
|
