|
401
|
1900 Wealth Management
San Antonio,
Texas
|
$1.32M
|
–
|
–
|
–
|
|
|
402
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.32M
|
+$121K
|
+1,693
|
+9%
|
|
|
403
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.32M
|
-$72.6K
|
-1,020
|
-5%
|
|
|
404
|
MONECO Advisors
Fairfield,
Connecticut
|
$1.3M
|
-$10.3K
|
-144
|
-0.7%
|
|
|
405
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.3M
|
–
|
–
|
–
|
|
|
406
|
First National Bank of Omaha
Omaha,
Nebraska
|
$1.29M
|
-$150K
|
-2,105
|
-10%
|
|
|
407
|
SOA Wealth Advisors
New York
|
$1.29M
|
+$984K
|
+13,821
|
+226%
|
|
|
408
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.29M
|
+$1.42M
|
+19,928
|
New
|
|
|
409
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.28M
|
+$169K
|
+2,378
|
+14%
|
|
|
410
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.26M
|
–
|
–
|
–
|
|
|
411
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$1.26M
|
-$58.2K
|
-818
|
-4%
|
|
|
412
|
Lazard Asset Management
New York
|
$1.26M
|
–
|
–
|
–
|
|
|
413
|
Boston Trust Walden
Boston,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
414
|
Pinnacle Associates
New York
|
$1.25M
|
-$960K
|
-13,487
|
-41%
|
|
|
415
|
Renaissance Technologies
New York
|
$1.25M
|
+$1.37M
|
+19,300
|
New
|
|
|
416
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.23M
|
–
|
–
|
–
|
|
|
417
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.23M
|
-$121K
|
-1,693
|
-8%
|
|
|
418
|
Webster Bank
Waterbury,
Connecticut
|
$1.23M
|
-$60.7K
|
-853
|
-4%
|
|
|
419
|
Nvest Financial
Portsmouth,
New Hampshire
|
$1.23M
|
-$56.3K
|
-791
|
-4%
|
|
|
420
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$1.23M
|
+$29.2K
|
+410
|
+2%
|
|
|
421
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.22M
|
+$5.98K
|
+84
|
+0.4%
|
|
|
422
|
R.M. Davis Inc
Portland,
Maine
|
$1.22M
|
-$42K
|
-590
|
-3%
|
|
|
423
|
Perigon Wealth Management
San Francisco,
California
|
$1.22M
|
+$3.63K
|
+51
|
+0.3%
|
|
|
424
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$1.2M
|
-$18.6K
|
-261
|
-1%
|
|
|
425
|
Halpern Financial
Ashburn,
Virginia
|
$1.2M
|
–
|
–
|
–
|
|
