|
601
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.19M
|
+$33.6K
|
+53
|
+3%
|
|
|
602
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$1.19M
|
+$1.22M
|
+1,927
|
New
|
|
|
603
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.18M
|
–
|
–
|
–
|
|
|
604
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$1.18M
|
-$15.8K
|
-25
|
-1%
|
|
|
605
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.18M
|
+$634
|
+1
|
+0.1%
|
|
|
606
|
Lyell Wealth Management
Menlo Park,
California
|
$1.17M
|
-$6.34K
|
-10
|
-0.5%
|
|
|
607
|
SOA Wealth Advisors
New York
|
$1.17M
|
-$27.2K
|
-43
|
-2%
|
|
|
608
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.17M
|
–
|
–
|
–
|
|
|
609
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.17M
|
+$176K
|
+278
|
+17%
|
|
|
610
|
Private Wealth Group
Tampa,
Florida
|
$1.16M
|
–
|
–
|
–
|
|
|
611
|
Taylor Financial Group
Roanoke,
Virginia
|
$1.16M
|
–
|
–
|
–
|
|
|
612
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$1.16M
|
–
|
–
|
–
|
|
|
613
|
Forza Wealth Management
Sarasota,
Florida
|
$1.16M
|
–
|
–
|
–
|
|
|
614
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.16M
|
-$31.7K
|
-50
|
-3%
|
|
|
615
|
Jennison Associates
New York
|
$1.16M
|
-$1.05M
|
-1,654
|
-47%
|
|
|
616
|
Braun Stacey Associates
New York
|
$1.15M
|
+$204K
|
+322
|
+21%
|
|
|
617
|
Founders Financial Securities
Towson,
Maryland
|
$1.15M
|
-$62.7K
|
-99
|
-5%
|
|
|
618
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.15M
|
–
|
–
|
–
|
|
|
619
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.15M
|
-$380K
|
-600
|
-24%
|
|
|
620
|
SVB Wealth
Boston,
Massachusetts
|
$1.15M
|
-$41.2K
|
-65
|
-3%
|
|
|
621
|
Saxon Interests
Houston,
Texas
|
$1.15M
|
-$326K
|
-515
|
-22%
|
|
|
622
|
E&G Advisors
Houston,
Texas
|
$1.15M
|
+$15.8K
|
+25
|
+1%
|
|
|
623
|
Level Four Advisory Services
Dallas,
Texas
|
$1.15M
|
+$926K
|
+1,462
|
+370%
|
|
|
624
|
Long Road Investment Counsel
Kalamazoo,
Michigan
|
$1.14M
|
–
|
–
|
–
|
|
|
625
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$1.14M
|
–
|
–
|
–
|
|
