|
451
|
TD Private Client Wealth
New York
|
$8.26M
|
+$1.88M
|
+24,967
|
+29%
|
|
|
452
|
Ascent Wealth Partners
New Hartford,
New York
|
$8.23M
|
-$1.38M
|
-18,411
|
-14%
|
|
|
453
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$8.23M
|
+$403K
|
+5,357
|
+5%
|
|
|
454
|
Cambridge Associates
Boston,
Massachusetts
|
$8.22M
|
+$5.11M
|
+67,981
|
+161%
|
|
|
455
|
GeoWealth Management
Chicago,
Illinois
|
$8.17M
|
-$3.78M
|
-50,329
|
-32%
|
|
|
456
|
Source Financial Advisors
New York
|
$8.15M
|
-$689K
|
-9,164
|
-8%
|
|
|
457
|
Montecito Bank & Trust
Santa Barbara,
California
|
$8.13M
|
-$245K
|
-3,257
|
-3%
|
|
|
458
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$8.13M
|
+$127K
|
+1,693
|
+2%
|
|
|
459
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$8.13M
|
+$808K
|
+10,757
|
+11%
|
|
|
460
|
Aspiriant LLC
Los Angeles,
California
|
$8.11M
|
+$2.84M
|
+37,785
|
+53%
|
|
|
461
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$8.1M
|
+$32.5K
|
+432
|
+0.4%
|
|
|
462
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$8.08M
|
+$301K
|
+4,010
|
+4%
|
|
|
463
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$8.06M
|
+$1.28M
|
+17,009
|
+19%
|
|
|
464
|
Country Club Trust
Kansas City,
Missouri
|
$7.99M
|
-$131K
|
-1,737
|
-2%
|
|
|
465
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$7.96M
|
+$243K
|
+3,229
|
+3%
|
|
|
466
|
Titus Wealth Management
Larskpur,
California
|
$7.95M
|
+$123K
|
+1,637
|
+2%
|
|
|
467
|
Kaydan Wealth Management
Fenton,
Michigan
|
$7.94M
|
+$7.99M
|
+106,344
|
New
|
|
|
468
|
|
$7.81M
|
-$159K
|
-2,118
|
-2%
|
|
|
469
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$7.77M
|
+$172K
|
+2,294
|
+2%
|
|
|
470
|
Investment Partners
New Philadelphia,
Ohio
|
$7.74M
|
-$57.6K
|
-767
|
-0.7%
|
|
|
471
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$7.72M
|
+$3.44M
|
+45,779
|
+79%
|
|
|
472
|
Holland Advisory Services
Ormond Beach,
Florida
|
$7.69M
|
+$7.74M
|
+102,981
|
New
|
|
|
473
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$7.66M
|
+$348K
|
+4,626
|
+5%
|
|
|
474
|
First Foundation Advisors
Irvine,
California
|
$7.63M
|
+$2.19M
|
+29,162
|
+40%
|
|
|
475
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$7.61M
|
–
|
–
|
–
|
|
