|
701
|
Sutton Place Investors
Katonah,
New York
|
$1.04M
|
+$88K
|
+483
|
+9%
|
|
|
702
|
PACK Private Wealth
Wayzata,
Minnesota
|
$1.03M
|
–
|
–
|
–
|
|
|
703
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$1.03M
|
+$97.8K
|
+537
|
+10%
|
|
|
704
|
DOHJ LLC
Seattle,
Washington
|
$1.03M
|
-$5.13M
|
-28,187
|
-83%
|
|
|
705
|
Newport Capital Group
Red Bank,
New Jersey
|
$1.03M
|
+$1.03M
|
+5,659
|
New
|
|
|
706
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.03M
|
-$697K
|
-3,828
|
-40%
|
|
|
707
|
Boston Family Office
Boston,
Massachusetts
|
$1.02M
|
–
|
–
|
–
|
|
|
708
|
Private Trust Company
Cleveland,
Ohio
|
$1.02M
|
+$57.4K
|
+315
|
+6%
|
|
|
709
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.02M
|
-$125K
|
-687
|
-11%
|
|
|
710
|
HSBC Holdings
London,
United Kingdom
|
$1.02M
|
+$342K
|
+1,875
|
+50%
|
|
|
711
|
Evanson Asset Management
Carmel,
California
|
$1.01M
|
+$546
|
+3
|
+0.1%
|
|
|
712
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.01M
|
-$122K
|
-668
|
-11%
|
|
|
713
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$1.01M
|
+$126K
|
+691
|
+14%
|
|
|
714
|
Bremer Bank National Association
St Paul,
Minnesota
|
$1.01M
|
-$49K
|
-269
|
-5%
|
|
|
715
|
Wintrust Investments
Chicago,
Illinois
|
$1M
|
+$71.8K
|
+394
|
+8%
|
|
|
716
|
Forum Private Client Group
Fishers,
Indiana
|
$1M
|
-$21.3K
|
-117
|
-2%
|
|
|
717
|
Lodestar Private Asset Management
Alamo,
California
|
$994K
|
-$37K
|
-203
|
-4%
|
|
|
718
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$993K
|
+$287K
|
+1,578
|
+41%
|
|
|
719
|
Beacon Financial Group
Dallas,
Texas
|
$988K
|
-$89.2K
|
-490
|
-8%
|
|
|
720
|
Evensky & Katz
Coral Gables,
Florida
|
$985K
|
-$18.6K
|
-102
|
-2%
|
|
|
721
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$984K
|
–
|
–
|
–
|
|
|
722
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$967K
|
–
|
–
|
–
|
|
|
723
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$966K
|
-$310K
|
-1,702
|
-24%
|
|
|
724
|
Canopy Partners
Cincinnati,
Ohio
|
$964K
|
–
|
–
|
–
|
|
|
725
|
Lindbrook Capital
Calabasas,
California
|
$960K
|
-$137K
|
-750
|
-12%
|
|
