|
601
|
Peak Planning Group
Centennial,
Colorado
|
$1.9M
|
+$684
|
+4
|
+0%
|
|
|
602
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$1.89M
|
+$855
|
+5
|
+0.1%
|
|
|
603
|
Weaver C. Barksdale & Associates
Nashville,
Tennessee
|
$1.88M
|
-$12.7K
|
-74
|
-0.8%
|
|
|
604
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.88M
|
+$126K
|
+736
|
+9%
|
|
|
605
|
Donoghue Forlines
Boston,
Massachusetts
|
$1.88M
|
-$629K
|
-3,681
|
-28%
|
|
|
606
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.88M
|
+$1.71K
|
+10
|
+0.1%
|
|
|
607
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.87M
|
+$12.8K
|
+75
|
+0.8%
|
|
|
608
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.84M
|
+$444K
|
+2,599
|
+40%
|
|
|
609
|
Saxon Interests
Houston,
Texas
|
$1.84M
|
+$121K
|
+709
|
+8%
|
|
|
610
|
Mission Wealth Management
Santa Barbara,
California
|
$1.84M
|
+$63.3K
|
+370
|
+4%
|
|
|
611
|
Wedbush Securities
Los Angeles,
California
|
$1.84M
|
+$104K
|
+606
|
+7%
|
|
|
612
|
Montag & Associates
Atlanta,
Georgia
|
$1.83M
|
-$60.2K
|
-352
|
-4%
|
|
|
613
|
NEOS Investment Management
Westport,
Connecticut
|
$1.82M
|
+$627K
|
+3,669
|
+68%
|
|
|
614
|
Hartford Financial Management
Hartford,
Connecticut
|
$1.82M
|
+$342
|
+2
|
+0%
|
|
|
615
|
Carret Asset Management
New York
|
$1.81M
|
–
|
–
|
–
|
|
|
616
|
HUB Investment Partners
Austin,
Texas
|
$1.8M
|
+$979K
|
+5,723
|
+177%
|
|
|
617
|
Whittier Trust
South Pasadena,
California
|
$1.8M
|
–
|
–
|
–
|
|
|
618
|
Brown Advisory
Baltimore,
Maryland
|
$1.79M
|
+$30.3K
|
+177
|
+2%
|
|
|
619
|
Aspiriant LLC
Los Angeles,
California
|
$1.79M
|
-$69.8K
|
-408
|
-4%
|
|
|
620
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.78M
|
+$743K
|
+4,343
|
+96%
|
|
|
621
|
Lazard Asset Management
New York
|
$1.78M
|
-$4.53M
|
-26,484
|
-75%
|
|
|
622
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.78M
|
-$71.3K
|
-417
|
-5%
|
|
|
623
|
Paradigm Asset Management
New York
|
$1.77M
|
–
|
–
|
–
|
|
|
624
|
iSAM Funds (UK)
London,
United Kingdom
|
$1.76M
|
+$1.49M
|
+8,739
|
New
|
|
|
625
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$1.75M
|
+$1.49M
|
+8,687
|
New
|
|
