|
801
|
Fort Point Capital Partners
San Francisco,
California
|
$10.3M
|
+$1.02M
|
+2,564
|
+10%
|
|
|
802
|
HCR Wealth Advisors
Los Angeles,
California
|
$10.3M
|
-$867K
|
-2,172
|
-7%
|
|
|
803
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$10.3M
|
-$7.2M
|
-18,037
|
-39%
|
|
|
804
|
Delta Investment Management
San Francisco,
California
|
$10.3M
|
+$166K
|
+416
|
+1%
|
|
|
805
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$10.3M
|
+$483K
|
+1,210
|
+5%
|
|
|
806
|
TD Private Client Wealth
New York
|
$10.2M
|
+$436K
|
+1,092
|
+4%
|
|
|
807
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$10.2M
|
+$3.39M
|
+8,488
|
+42%
|
|
|
808
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$10.2M
|
+$403K
|
+1,010
|
+4%
|
|
|
809
|
Neuberger Berman Group
New York
|
$10.2M
|
-$3.12M
|
-7,817
|
-22%
|
|
|
810
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$10.2M
|
+$561K
|
+1,406
|
+5%
|
|
|
811
|
BTC Capital Management
Des Moines,
Iowa
|
$10.2M
|
-$333K
|
-834
|
-3%
|
|
|
812
|
CPWM LLC
Seattle,
Washington
|
$10.1M
|
+$3.09M
|
+7,742
|
+38%
|
|
|
813
|
Wayfinding Financial
Lynnwood,
Washington
|
$10.1M
|
-$432K
|
-1,082
|
-4%
|
|
|
814
|
CreativeOne Wealth
Overland Park,
Kansas
|
$10.1M
|
+$1.67M
|
+4,174
|
+17%
|
|
|
815
|
Capital Insight Partners
Scottsdale,
Arizona
|
$10.1M
|
+$387K
|
+970
|
+4%
|
|
|
816
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$10.1M
|
-$26.7M
|
-66,796
|
-70%
|
|
|
817
|
Nova R Wealth
Overland Park,
Kansas
|
$10M
|
+$3.74M
|
+9,365
|
+50%
|
|
|
818
|
T. Rowe Price Associates
Baltimore,
Maryland
|
$10M
|
+$2.65M
|
+6,630
|
+38%
|
|
|
819
|
Lutz Financial Services
Omaha,
Nebraska
|
$9.94M
|
+$16K
|
+40
|
+0.1%
|
|
|
820
|
Nomura Asset Management
Tokyo,
Japan
|
$9.93M
|
+$2.13M
|
+5,335
|
+24%
|
|
|
821
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$9.87M
|
-$3.88M
|
-9,708
|
-26%
|
|
|
822
|
The Family Firm
Bethesda,
Maryland
|
$9.84M
|
-$514K
|
-1,286
|
-4%
|
|
|
823
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$9.83M
|
-$2.56M
|
-6,409
|
-19%
|
|
|
824
|
Koshinski Asset Management
Decatur,
Illinois
|
$9.82M
|
+$1.3M
|
+3,262
|
+14%
|
|
|
825
|
Diversified Trust
Memphis,
Tennessee
|
$9.79M
|
-$355K
|
-889
|
-3%
|
|
