|
701
|
HB Wealth Management
Atlanta,
Georgia
|
$591K
|
+$276K
|
+6,603
|
+90%
|
|
|
702
|
Rothschild Investment LLC
Chicago,
Illinois
|
$589K
|
–
|
–
|
–
|
|
|
703
|
|
$588K
|
-$31.6K
|
-755
|
-5%
|
|
|
704
|
Stokes Family Office
New Orleans,
Louisiana
|
$585K
|
+$329K
|
+7,855
|
+132%
|
|
|
705
|
Nomura Asset Management
Tokyo,
Japan
|
$585K
|
-$193K
|
-4,614
|
-25%
|
|
|
706
|
Trust Company of Toledo
Holland,
Ohio
|
$583K
|
-$38.2K
|
-913
|
-6%
|
|
|
707
|
Blue Fin Capital
Warren,
Rhode Island
|
$581K
|
+$17K
|
+406
|
+3%
|
|
|
708
|
|
$580K
|
-$3.77K
|
-90
|
-0.7%
|
|
|
709
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$578K
|
+$167K
|
+4,000
|
+42%
|
|
|
710
|
Wealthfront Advisers
Palo Alto,
California
|
$576K
|
+$27K
|
+645
|
+5%
|
|
|
711
|
Forza Wealth Management
Sarasota,
Florida
|
$576K
|
–
|
–
|
–
|
|
|
712
|
Park Circle Company
Baltimore,
Maryland
|
$569K
|
–
|
–
|
–
|
|
|
713
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$567K
|
+$560K
|
+13,375
|
New
|
|
|
714
|
Whittier Trust
South Pasadena,
California
|
$567K
|
+$46.5K
|
+1,111
|
+9%
|
|
|
715
|
New Hampshire Trust
Concord,
New Hampshire
|
$566K
|
-$31.2K
|
-745
|
-5%
|
|
|
716
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$559K
|
+$1.17K
|
+28
|
+0.2%
|
|
|
717
|
Holistic Planning
Nacogdoches,
Texas
|
$558K
|
+$22.9K
|
+547
|
+4%
|
|
|
718
|
Icon Wealth Advisors
Houston,
Texas
|
$555K
|
-$23.7K
|
-566
|
-4%
|
|
|
719
|
Segment Wealth Management
Houston,
Texas
|
$555K
|
–
|
–
|
–
|
|
|
720
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$553K
|
-$21.1K
|
-503
|
-4%
|
|
|
721
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$553K
|
-$188K
|
-4,493
|
-26%
|
|
|
722
|
Sterneck Capital Management
Kansas City,
Missouri
|
$550K
|
–
|
–
|
–
|
|
|
723
|
Lantz Financial
Naperville,
Illinois
|
$549K
|
+$8.79K
|
+210
|
+2%
|
|
|
724
|
Lewis Asset Management
Lafayette,
California
|
$548K
|
+$6.49K
|
+155
|
+1%
|
|
|
725
|
Park Place Capital
Homewood,
Alabama
|
$547K
|
-$64.1K
|
-1,531
|
-11%
|
|
