|
701
|
Rice Partnership
Honolulu,
Hawaii
|
$6.62M
|
+$1.37M
|
+20,430
|
+28%
|
|
|
702
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$6.57M
|
-$675K
|
-10,100
|
-10%
|
|
|
703
|
Selkirk Management
Chatham,
New Jersey
|
$6.55M
|
–
|
–
|
–
|
|
|
704
|
Evergreen Private Wealth
Greenwood Village,
Colorado
|
$6.54M
|
+$80.9K
|
+1,210
|
+1%
|
|
|
705
|
Meeder Advisory Services
Dublin,
Ohio
|
$6.53M
|
-$34.8K
|
-520
|
-0.6%
|
|
|
706
|
Alerus Financial
Grand Forks,
North Dakota
|
$6.5M
|
-$8.69K
|
-130
|
-0.1%
|
|
|
707
|
Raymond James Trust
St. Petersburg,
Florida
|
$6.48M
|
+$152K
|
+2,280
|
+3%
|
|
|
708
|
Naples Money Management
Naples,
Florida
|
$6.46M
|
-$80.9K
|
-1,210
|
-1%
|
|
|
709
|
Global Retirement Partners
San Rafael,
California
|
$6.43M
|
+$76.2K
|
+1,140
|
+1%
|
|
|
710
|
EFG Asset Management (Americas)
Miami,
Florida
|
$6.4M
|
-$2.33M
|
-34,900
|
-28%
|
|
|
711
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$6.38M
|
+$564K
|
+8,430
|
+10%
|
|
|
712
|
WesBanco Bank
Wheeling,
West Virginia
|
$6.37M
|
+$645K
|
+9,640
|
+12%
|
|
|
713
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.33M
|
+$7.16M
|
+107,000
|
+140%
|
|
|
714
|
Concurrent Investment Advisors
Tampa,
Florida
|
$6.31M
|
+$517K
|
+7,730
|
+10%
|
|
|
715
|
Wealthspire Advisors (New York)
New York
|
$6.3M
|
+$170K
|
+2,540
|
+3%
|
|
|
716
|
Asio Capital
Lexington,
Kentucky
|
$6.3M
|
+$6.69K
|
+100
|
+0.1%
|
|
|
717
|
Consolidated Investment Group
Englewood,
Colorado
|
$6.24M
|
–
|
–
|
–
|
|
|
718
|
Westbourne Investment Advisors
Annapolis,
Maryland
|
$6.24M
|
+$16.1K
|
+240
|
+0.3%
|
|
|
719
|
DoubleLine ETF Adviser
Tampa,
Florida
|
$6.23M
|
+$1.37M
|
+20,490
|
+30%
|
|
|
720
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$6.19M
|
+$547K
|
+8,180
|
+10%
|
|
|
721
|
Sierra Summit Advisors
Incline Village,
Nevada
|
$6.18M
|
+$159K
|
+2,380
|
+3%
|
|
|
722
|
Freestone Capital Holdings
Seattle,
Washington
|
$6.18M
|
+$267K
|
+3,990
|
+5%
|
|
|
723
|
KeyBank National Association
Cleveland,
Ohio
|
$6.17M
|
+$124K
|
+1,850
|
+2%
|
|
|
724
|
Edgestream Partners
Princeton,
New Jersey
|
$6.16M
|
-$451K
|
-6,740
|
-7%
|
|
|
725
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$6.16M
|
-$36.8K
|
-550
|
-0.6%
|
|
