|
701
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$340K
|
+$321K
|
+1,495
|
New
|
|
|
702
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$331K
|
–
|
–
|
–
|
|
|
703
|
|
$330K
|
–
|
–
|
–
|
|
|
704
|
Sand Hill Global Advisors
Palo Alto,
California
|
$324K
|
–
|
–
|
–
|
|
|
705
|
Geneos Wealth Management
Englewood,
Colorado
|
$322K
|
+$63.4K
|
+295
|
+26%
|
|
|
706
|
NVWM LLC
Yardley,
Pennsylvania
|
$312K
|
+$295K
|
+1,374
|
New
|
|
|
707
|
Parsec Financial Management
Asheville,
North Carolina
|
$309K
|
-$10.3K
|
-48
|
-3%
|
|
|
708
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$308K
|
-$23.6K
|
-110
|
-8%
|
|
|
709
|
Peak Asset Management
Louisville,
Colorado
|
$307K
|
-$10.7K
|
-50
|
-4%
|
|
|
710
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$307K
|
+$301K
|
+1,402
|
New
|
|
|
711
|
Evercore Wealth Management
New York
|
$305K
|
+$10.5K
|
+49
|
+4%
|
|
|
712
|
Signet Financial Management
Parsippany,
New Jersey
|
$305K
|
+$12.5K
|
+58
|
+5%
|
|
|
713
|
Brookstone Capital Management
Wheaton,
Illinois
|
$300K
|
-$108K
|
-504
|
-28%
|
|
|
714
|
Bremer Trust National Association
St. Cloud,
Minnesota
|
$300K
|
+$35.4K
|
+165
|
+14%
|
|
|
715
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$299K
|
–
|
–
|
–
|
|
|
716
|
SignatureFD
Atlanta,
Georgia
|
$299K
|
–
|
–
|
–
|
|
|
717
|
Vident Investment Advisory
Alpharetta,
Georgia
|
$299K
|
+$5.37K
|
+25
|
+2%
|
|
|
718
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$297K
|
-$38.9K
|
-181
|
-12%
|
|
|
719
|
ARK Investment Management
St. Petersburg,
Florida
|
$297K
|
–
|
–
|
–
|
|
|
720
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$297K
|
+$430
|
+2
|
+0.2%
|
|
|
721
|
TCTC Holdings
Dallas,
Texas
|
$296K
|
–
|
–
|
–
|
|
|
722
|
Nomura Holdings
Tokyo,
Japan
|
$295K
|
-$814K
|
-3,788
|
-75%
|
|
|
723
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$291K
|
+$215
|
+1
|
+0.1%
|
|
|
724
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$288K
|
-$68.5K
|
-319
|
-20%
|
|
|
725
|
North Star Investment Management
Chicago,
Illinois
|
$287K
|
–
|
–
|
–
|
|
