|
401
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.29M
|
+$1.25M
|
+9,769
|
New
|
|
|
402
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$1.27M
|
+$898K
|
+7,033
|
+277%
|
|
|
403
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.26M
|
+$60.8K
|
+476
|
+5%
|
|
|
404
|
Lucas Capital Management
Red Bank,
New Jersey
|
$1.25M
|
+$42.8K
|
+335
|
+4%
|
|
|
405
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$1.25M
|
+$39.5K
|
+309
|
+3%
|
|
|
406
|
Telemus Capital
Southfield,
Michigan
|
$1.24M
|
-$1.02M
|
-7,970
|
-46%
|
|
|
407
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.24M
|
+$15.7K
|
+123
|
+1%
|
|
|
408
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.23M
|
+$14.3K
|
+112
|
+1%
|
|
|
409
|
Inverness Counsel
New York
|
$1.23M
|
–
|
–
|
–
|
|
|
410
|
Huntington National Bank
Columbus,
Ohio
|
$1.22M
|
–
|
–
|
–
|
|
|
411
|
SouthState Corp
Winter Haven,
Florida
|
$1.22M
|
–
|
–
|
–
|
|
|
412
|
Lourd Capital
Beverly Hills,
California
|
$1.2M
|
-$4.47K
|
-35
|
-0.4%
|
|
|
413
|
Vantage Investment Advisors
State College,
Pennsylvania
|
$1.18M
|
+$255
|
+2
|
+0%
|
|
|
414
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.18M
|
+$796K
|
+6,235
|
+233%
|
|
|
415
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.18M
|
+$43.2K
|
+338
|
+4%
|
|
|
416
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$1.18M
|
-$2.68K
|
-21
|
-0.2%
|
|
|
417
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.18M
|
–
|
–
|
–
|
|
|
418
|
Security National Trust
Wheeling,
West Virginia
|
$1.17M
|
–
|
–
|
–
|
|
|
419
|
Garde Capital
Seattle,
Washington
|
$1.16M
|
-$102K
|
-800
|
-8%
|
|
|
420
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$1.15M
|
+$644K
|
+5,043
|
+138%
|
|
|
421
|
EP Wealth Advisors
Torrance,
California
|
$1.14M
|
+$47.2K
|
+370
|
+4%
|
|
|
422
|
Alexandria Capital
Arlington,
Virginia
|
$1.14M
|
+$50.2K
|
+393
|
+5%
|
|
|
423
|
Rikoon Group
Santa Fe,
New Mexico
|
$1.13M
|
-$72.8K
|
-570
|
-6%
|
|
|
424
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.13M
|
+$1M
|
+7,855
|
+1,178%
|
|
|
425
|
Busey Bank
Urbana,
Illinois
|
$1.11M
|
–
|
–
|
–
|
|
