|
601
|
GoalFusion Wealth Management
Austin,
Texas
|
$54.8M
|
+$363K
|
+534
|
+0.7%
|
|
|
602
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$54.8M
|
+$3.23M
|
+4,752
|
+6%
|
|
|
603
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$54.7M
|
+$21.7M
|
+31,936
|
+67%
|
|
|
604
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$54.7M
|
+$770K
|
+1,134
|
+1%
|
|
|
605
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$54.7M
|
-$675K
|
-994
|
-1%
|
|
|
606
|
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
|
$54.7M
|
+$54.2M
|
+79,788
|
New
|
|
|
607
|
International City Management Association Retirement Corp
Washington,
District of Columbia
|
$54.6M
|
–
|
–
|
–
|
|
|
608
|
Keebeck Wealth Management
Chicago,
Illinois
|
$54.4M
|
+$165K
|
+243
|
+0.3%
|
|
|
609
|
Waterloo Capital
Austin,
Texas
|
$53.9M
|
+$2.82M
|
+4,158
|
+6%
|
|
|
610
|
Serenus Wealth Advisors
Santa Monica,
California
|
$53.9M
|
+$833K
|
+1,227
|
+2%
|
|
|
611
|
TD Capital Management
Memphis,
Tennessee
|
$53.9M
|
-$261K
|
-384
|
-0.5%
|
|
|
612
|
Evercore Wealth Management
New York
|
$53.8M
|
+$8.16M
|
+12,016
|
+18%
|
|
|
613
|
Waterway Wealth Management
The Woodlands,
Texas
|
$53.8M
|
+$971K
|
+1,430
|
+1%
|
|
|
614
|
RhumbLine Advisers
Boston,
Massachusetts
|
$53.6M
|
-$7.16M
|
-10,541
|
-12%
|
|
|
615
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$53.5M
|
-$651K
|
-958
|
-1%
|
|
|
616
|
Financial Counselors Inc
Overland Park,
Kansas
|
$53.4M
|
+$43M
|
+63,352
|
+433%
|
|
|
617
|
Fidelis Capital Partners
Tampa,
Florida
|
$53.1M
|
+$1.17M
|
+1,729
|
+2%
|
|
|
618
|
Pictet Asset Management
Carouge,
Switzerland
|
$52.7M
|
-$16.6M
|
-24,480
|
-24%
|
|
|
619
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$52.5M
|
-$673K
|
-991
|
-1%
|
|
|
620
|
Stratos Investment Management
Beachwood,
Ohio
|
$52.5M
|
+$1.9M
|
+2,805
|
+4%
|
|
|
621
|
Newton One Investments
Newark,
Delaware
|
$52.4M
|
-$1.5M
|
-2,208
|
-3%
|
|
|
622
|
BankPlus Wealth Management
Jackson,
Mississippi
|
$52.4M
|
+$1.29M
|
+1,903
|
+3%
|
|
|
623
|
Shufro Rose & Co
New York
|
$52.1M
|
-$15.8M
|
-23,324
|
-23%
|
|
|
624
|
Stonebridge Capital Advisors
St Paul,
Minnesota
|
$51.8M
|
+$572K
|
+842
|
+1%
|
|
|
625
|
Sand Hill Global Advisors
Palo Alto,
California
|
$51.7M
|
-$57.7K
|
-85
|
-0.1%
|
|
