|
851
|
Brighton Jones LLC
Seattle,
Washington
|
$23.6M
|
+$1.38M
|
+2,332
|
+6%
|
|
|
852
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$23.4M
|
–
|
–
|
–
|
|
|
853
|
Trek Financial
Scottsdale,
Arizona
|
$23.4M
|
-$4.04M
|
-6,834
|
-14%
|
|
|
854
|
Panoramic Capital Partners
Lake Oswego,
Oregon
|
$23.3M
|
+$2.62M
|
+4,437
|
+10%
|
|
|
855
|
Teachers Insurance & Annuity Association of America
New York
|
$23.3M
|
–
|
–
|
–
|
|
|
856
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$23.3M
|
+$293K
|
+497
|
+1%
|
|
|
857
|
Fountainhead AM
Warren,
New Jersey
|
$23M
|
-$1.19M
|
-2,014
|
-5%
|
|
|
858
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$23M
|
-$1.93M
|
-3,269
|
-7%
|
|
|
859
|
Newton One Investments
Newark,
Delaware
|
$22.8M
|
+$21.6M
|
+36,541
|
+891%
|
|
|
860
|
Cobblestone Asset Management
Richmond,
Virginia
|
$22.8M
|
-$86.8K
|
-147
|
-0.4%
|
|
|
861
|
Naples Global Advisors
Naples,
Florida
|
$22.8M
|
+$478K
|
+809
|
+2%
|
|
|
862
|
JMG Financial Group
Downers Grove,
Illinois
|
$22.8M
|
-$449K
|
-760
|
-2%
|
|
|
863
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22.6M
|
-$616K
|
-1,044
|
-3%
|
|
|
864
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$22.6M
|
+$213K
|
+360
|
+0.9%
|
|
|
865
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$22.6M
|
+$332K
|
+562
|
+1%
|
|
|
866
|
Essex Financial Services
Essex,
Connecticut
|
$22.2M
|
+$544K
|
+921
|
+2%
|
|
|
867
|
|
$22.2M
|
+$635K
|
+1,075
|
+3%
|
|
|
868
|
Nadler Financial Group
Deerfield,
Illinois
|
$22.2M
|
+$570K
|
+965
|
+3%
|
|
|
869
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$22.2M
|
+$1.86M
|
+3,150
|
+9%
|
|
|
870
|
Charles Schwab Trust
Henderson,
Nevada
|
$22.2M
|
+$447K
|
+757
|
+2%
|
|
|
871
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$22.1M
|
-$36.6K
|
-62
|
-0.2%
|
|
|
872
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$22M
|
+$556K
|
+942
|
+2%
|
|
|
873
|
Nova R Wealth
Overland Park,
Kansas
|
$22M
|
+$23.6K
|
+40
|
+0.1%
|
|
|
874
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$21.9M
|
-$9.98M
|
-16,908
|
-30%
|
|
|
875
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$21.9M
|
-$2.46M
|
-4,159
|
-10%
|
|
