|
426
|
PDS Planning
Dublin,
Ohio
|
$14.3M
|
-$14.5K
|
-201
|
-0.1%
|
|
|
427
|
Kelly Financial Services
Braintree,
Massachusetts
|
$14.3M
|
-$10.7M
|
-147,854
|
-42%
|
|
|
428
|
Avidian Wealth Enterprises
Houston,
Texas
|
$14.3M
|
-$2.57M
|
-35,625
|
-15%
|
|
|
429
|
Ancora Advisors
Cleveland,
Ohio
|
$14.2M
|
+$1.19M
|
+16,500
|
+9%
|
|
|
430
|
Nomura Asset Management
Tokyo,
Japan
|
$14.1M
|
+$14.6M
|
+202,100
|
New
|
|
|
431
|
Financial Engines Advisors
Santa Clara,
California
|
$14M
|
-$793K
|
-10,985
|
-5%
|
|
|
432
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$14M
|
+$243K
|
+3,367
|
+2%
|
|
|
433
|
Allianz Asset Management
Munich,
Germany
|
$13.9M
|
-$33.4M
|
-462,400
|
-70%
|
|
|
434
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.9M
|
+$353K
|
+4,891
|
+3%
|
|
|
435
|
Fairview Capital Investment Management
Greenbrae,
California
|
$13.9M
|
+$6.44M
|
+89,262
|
+81%
|
|
|
436
|
Capital Advisors Wealth Management
Yakima,
Washington
|
$13.9M
|
+$13.8M
|
+190,591
|
+2,269%
|
|
|
437
|
Snowden Capital Advisors
New York
|
$13.9M
|
+$848K
|
+11,752
|
+6%
|
|
|
438
|
FDx Advisors
Chicago,
Illinois
|
$13.6M
|
+$14M
|
+194,533
|
New
|
|
|
439
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$13.5M
|
+$13.6M
|
+188,403
|
+3,653%
|
|
|
440
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$13.5M
|
–
|
–
|
–
|
|
|
441
|
KFA Private Wealth Group
Tysons,
Virginia
|
$13.5M
|
-$484K
|
-6,710
|
-3%
|
|
|
442
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$13.3M
|
-$107K
|
-1,478
|
-0.8%
|
|
|
443
|
Elevated Financial Group
Indianapolis,
Indiana
|
$13.3M
|
+$1.56M
|
+21,649
|
+13%
|
|
|
444
|
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
$13.3M
|
-$6.75M
|
-93,577
|
-33%
|
|
|
445
|
Hi-Line Capital Management
Watertown,
South Dakota
|
$13.3M
|
+$1.38M
|
+19,178
|
+11%
|
|
|
446
|
Founders Financial Securities
Towson,
Maryland
|
$13.2M
|
-$24.5K
|
-340
|
-0.2%
|
|
|
447
|
Astoria Portfolio Advisors
New York
|
$13.2M
|
-$3M
|
-41,549
|
-20%
|
|
|
448
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$13.2M
|
+$1.01M
|
+13,932
|
+8%
|
|
|
449
|
Callan Family Office
Radnor,
Pennsylvania
|
$13.1M
|
+$5.49M
|
+76,038
|
+68%
|
|
|
450
|
Astoria Strategic Wealth
Conroe,
Texas
|
$13.1M
|
-$153K
|
-2,113
|
-1%
|
|
