|
701
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$12.1M
|
+$11.8M
|
+30,490
|
New
|
|
|
702
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$12.1M
|
-$185K
|
-477
|
-2%
|
|
|
703
|
CPWM LLC
Seattle,
Washington
|
$12M
|
-$770K
|
-1,989
|
-6%
|
|
|
704
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$12M
|
-$1.73M
|
-4,456
|
-13%
|
|
|
705
|
Kore Private Wealth
New York
|
$11.9M
|
+$1.6M
|
+4,133
|
+16%
|
|
|
706
|
Intersect Capital
San Ramon,
California
|
$11.8M
|
+$2.08M
|
+5,378
|
+22%
|
|
|
707
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$11.8M
|
–
|
–
|
–
|
|
|
708
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$11.8M
|
-$247K
|
-638
|
-2%
|
|
|
709
|
The Family Firm
Bethesda,
Maryland
|
$11.7M
|
-$323K
|
-835
|
-3%
|
|
|
710
|
Cooper/Haims Advisors
Victor,
New York
|
$11.7M
|
+$29K
|
+75
|
+0.3%
|
|
|
711
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$11.6M
|
+$572K
|
+1,477
|
+5%
|
|
|
712
|
Valmark Advisers
Akron,
Ohio
|
$11.6M
|
+$225K
|
+580
|
+2%
|
|
|
713
|
Peak Planning Group
Centennial,
Colorado
|
$11.5M
|
+$1.54M
|
+3,973
|
+16%
|
|
|
714
|
Next Capital Management
New York
|
$11.5M
|
+$132K
|
+340
|
+1%
|
|
|
715
|
Barclays
London,
United Kingdom
|
$11.4M
|
-$1.47M
|
-3,800
|
-12%
|
|
|
716
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$11.4M
|
-$152K
|
-392
|
-1%
|
|
|
717
|
Williams Financial
North Bennington,
Vermont
|
$11.3M
|
-$1.15M
|
-2,979
|
-10%
|
|
|
718
|
PineBridge Investments
New York
|
$11.3M
|
-$1.12M
|
-2,900
|
-9%
|
|
|
719
|
Fulcrum Capital
Seattle,
Washington
|
$11.2M
|
+$1.65M
|
+4,264
|
+18%
|
|
|
720
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$11.2M
|
-$412K
|
-1,065
|
-4%
|
|
|
721
|
Asset Management Group
Stamford,
Connecticut
|
$11.2M
|
-$20.9K
|
-54
|
-0.2%
|
|
|
722
|
Level Four Advisory Services
Dallas,
Texas
|
$11.2M
|
-$2.35M
|
-6,081
|
-18%
|
|
|
723
|
Lutz Financial Services
Omaha,
Nebraska
|
$11.2M
|
+$106K
|
+274
|
+1%
|
|
|
724
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$11.1M
|
-$3.29M
|
-8,505
|
-23%
|
|
|
725
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$11.1M
|
-$892K
|
-2,304
|
-8%
|
|
