|
701
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$342K
|
–
|
–
|
–
|
|
|
702
|
Brown Miller Wealth Management
Mclean,
Virginia
|
$342K
|
+$9.76K
|
+59
|
+3%
|
|
|
703
|
|
$341K
|
+$355K
|
+2,143
|
New
|
|
|
704
|
KeyBank National Association
Cleveland,
Ohio
|
$341K
|
+$15.1K
|
+91
|
+4%
|
|
|
705
|
GeoWealth Management
Chicago,
Illinois
|
$340K
|
-$1.04M
|
-6,271
|
-75%
|
|
|
706
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$340K
|
+$104K
|
+628
|
+42%
|
|
|
707
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$340K
|
–
|
–
|
–
|
|
|
708
|
Advyzon Investment Management
Lisle,
Illinois
|
$336K
|
+$103K
|
+622
|
+42%
|
|
|
709
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$334K
|
+$16.7K
|
+101
|
+5%
|
|
|
710
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$332K
|
-$9.64M
|
-58,271
|
-97%
|
|
|
711
|
OneAscent Financial Services
Birmingham,
Alabama
|
$328K
|
-$8.94K
|
-54
|
-3%
|
|
|
712
|
Castleark Management
Chicago,
Illinois
|
$328K
|
+$222K
|
+1,340
|
+186%
|
|
|
713
|
Evergreen Capital Management
Bellevue,
Washington
|
$328K
|
-$59.6K
|
-360
|
-15%
|
|
|
714
|
BCS Wealth Management
Johnson City,
Tennessee
|
$327K
|
+$340K
|
+2,056
|
New
|
|
|
715
|
SVB Wealth
Boston,
Massachusetts
|
$327K
|
+$14.9K
|
+90
|
+5%
|
|
|
716
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$327K
|
-$23.2K
|
-140
|
-6%
|
|
|
717
|
Polymer Capital Management
New York
|
$326K
|
-$5.8M
|
-35,079
|
-94%
|
|
|
718
|
Custom Index Systems
New York
|
$326K
|
-$60.1K
|
-363
|
-15%
|
|
|
719
|
Athena Wealth Management
Reno,
Nevada
|
$323K
|
+$335K
|
+2,026
|
New
|
|
|
720
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$320K
|
+$165
|
+1
|
+0%
|
|
|
721
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$318K
|
–
|
–
|
–
|
|
|
722
|
Arista Wealth Management
Las Vegas,
Nevada
|
$318K
|
+$331K
|
+2,000
|
New
|
|
|
723
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$318K
|
-$35.7K
|
-216
|
-10%
|
|
|
724
|
Atomi Financial Group
New York
|
$316K
|
+$39.4K
|
+238
|
+14%
|
|
|
725
|
Brown Brothers Harriman & Co
New York
|
$315K
|
+$39.4K
|
+238
|
+14%
|
|
