|
901
|
TD Private Client Wealth
New York
|
$5.54M
|
-$1.48M
|
-8,809
|
-21%
|
|
|
902
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$5.54M
|
+$190K
|
+1,132
|
+4%
|
|
|
903
|
High Net Worth Advisory Group
Naples,
Florida
|
$5.53M
|
-$88.1K
|
-525
|
-2%
|
|
|
904
|
First Personal Financial Services
Charlotte,
North Carolina
|
$5.47M
|
+$2.18K
|
+13
|
+0%
|
|
|
905
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$5.47M
|
-$869K
|
-5,174
|
-14%
|
|
|
906
|
SP Asset Management
Cupertino,
California
|
$5.46M
|
+$68.2K
|
+406
|
+1%
|
|
|
907
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$5.46M
|
-$153K
|
-911
|
-3%
|
|
|
908
|
Eagle Global Advisors
Houston,
Texas
|
$5.45M
|
–
|
–
|
–
|
|
|
909
|
First Interstate Bank
Billings,
Montana
|
$5.44M
|
+$1.48M
|
+8,799
|
+37%
|
|
|
910
|
Marshall & Sullivan
Seattle,
Washington
|
$5.44M
|
-$151K
|
-901
|
-3%
|
|
|
911
|
Concentric Wealth Management
Lafayette,
California
|
$5.44M
|
+$44.3K
|
+264
|
+0.8%
|
|
|
912
|
Trinity Legacy Partners
Houston,
Texas
|
$5.43M
|
+$843K
|
+5,022
|
+18%
|
|
|
913
|
Fred Alger Management
New York
|
$5.42M
|
+$391K
|
+2,330
|
+8%
|
|
|
914
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$5.41M
|
+$14.8K
|
+88
|
+0.3%
|
|
|
915
|
SKBA Capital Management
San Francisco,
California
|
$5.41M
|
-$789K
|
-4,700
|
-13%
|
|
|
916
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$5.41M
|
-$159K
|
-949
|
-3%
|
|
|
917
|
Modera Wealth Management
Westwood,
New Jersey
|
$5.38M
|
-$1.54M
|
-9,158
|
-22%
|
|
|
918
|
Redpoint Investment Management
Sydney, NSW,
Australia
|
$5.36M
|
-$155K
|
-922
|
-3%
|
|
|
919
|
Monetary Management Group
St Louis,
Missouri
|
$5.35M
|
–
|
–
|
–
|
|
|
920
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$5.35M
|
+$5.37M
|
+31,965
|
New
|
|
|
921
|
WMS Partners
Towson,
Maryland
|
$5.33M
|
+$282K
|
+1,682
|
+6%
|
|
|
922
|
LVW Advisors
Pittsford,
New York
|
$5.33M
|
-$8.23K
|
-49
|
-0.2%
|
|
|
923
|
Aristotle Capital Management
Los Angeles,
California
|
$5.33M
|
-$190K
|
-1,129
|
-3%
|
|
|
924
|
Pekin Hardy Strauss
Chicago,
Illinois
|
$5.33M
|
+$75.7K
|
+451
|
+1%
|
|
|
925
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$5.32M
|
-$120K
|
-715
|
-2%
|
|
