|
601
|
Evanson Asset Management
Carmel,
California
|
$1.81M
|
–
|
–
|
–
|
|
|
602
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.8M
|
-$78.7K
|
-1,241
|
-4%
|
|
|
603
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.8M
|
+$76.8K
|
+1,211
|
+5%
|
|
|
604
|
KWMG LLC
Overland Park,
Kansas
|
$1.8M
|
+$222K
|
+3,495
|
+15%
|
|
|
605
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$1.79M
|
+$188K
|
+2,970
|
+12%
|
|
|
606
|
Silverleafe Capital Partners
Germantown,
Tennessee
|
$1.79M
|
+$1.74M
|
+27,433
|
New
|
|
|
607
|
Brown Brothers Harriman & Co
New York
|
$1.78M
|
-$507
|
-8
|
-0%
|
|
|
608
|
Prospera Financial Services
Dallas,
Texas
|
$1.76M
|
-$190
|
-3
|
-0%
|
|
|
609
|
Investment Partners
New Philadelphia,
Ohio
|
$1.75M
|
+$95.2K
|
+1,501
|
+6%
|
|
|
610
|
Cascadia Advisory Services
Portland,
Oregon
|
$1.75M
|
+$1.71M
|
+26,884
|
New
|
|
|
611
|
Credit Suisse
Zurich,
Switzerland
|
$1.74M
|
-$173K
|
-2,729
|
-9%
|
|
|
612
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.73M
|
+$1.68M
|
+26,524
|
New
|
|
|
613
|
Managed Account Services
Coconut Grove,
Florida
|
$1.7M
|
+$193K
|
+3,037
|
+13%
|
|
|
614
|
Lido Advisors
Los Angeles,
California
|
$1.69M
|
+$1.08M
|
+16,957
|
+189%
|
|
|
615
|
First United Bank & Trust
Oakland,
Maryland
|
$1.66M
|
+$207K
|
+3,256
|
+15%
|
|
|
616
|
GeoWealth Management
Chicago,
Illinois
|
$1.66M
|
+$1.22M
|
+19,308
|
+313%
|
|
|
617
|
Evercore Wealth Management
New York
|
$1.66M
|
+$53.9K
|
+850
|
+3%
|
|
|
618
|
Waverly Advisors
Birmingham,
Alabama
|
$1.66M
|
-$42.9K
|
-676
|
-3%
|
|
|
619
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.66M
|
+$628K
|
+9,902
|
+64%
|
|
|
620
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$1.65M
|
+$27.4K
|
+432
|
+2%
|
|
|
621
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.65M
|
+$206K
|
+3,243
|
+15%
|
|
|
622
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.63M
|
-$51.4K
|
-810
|
-3%
|
|
|
623
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$1.63M
|
+$1.58M
|
+24,902
|
New
|
|
|
624
|
HC Financial Advisors
Lafayette,
California
|
$1.61M
|
-$51.7K
|
-815
|
-3%
|
|
|
625
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$1.6M
|
+$251K
|
+3,965
|
+19%
|
|
