|
351
|
Simon Quick Advisors
Morristown,
New Jersey
|
$3.33M
|
+$881K
|
+7,339
|
+38%
|
|
|
352
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$3.33M
|
+$1.18M
|
+9,826
|
+58%
|
|
|
353
|
Institute for Wealth Management
Denver,
Colorado
|
$3.29M
|
-$191K
|
-1,591
|
-6%
|
|
|
354
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$3.29M
|
-$562K
|
-4,679
|
-15%
|
|
|
355
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$3.25M
|
-$107K
|
-893
|
-3%
|
|
|
356
|
Annandale Capital
Dallas,
Texas
|
$3.25M
|
+$33.9K
|
+282
|
+1%
|
|
|
357
|
Raymond James Trust
St. Petersburg,
Florida
|
$3.23M
|
-$6.24K
|
-52
|
-0.2%
|
|
|
358
|
Belpointe Asset Management
Reno,
Nevada
|
$3.17M
|
+$1.41M
|
+11,759
|
+85%
|
|
|
359
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.15M
|
-$42.4K
|
-353
|
-1%
|
|
|
360
|
GeoWealth Management
Chicago,
Illinois
|
$3.12M
|
+$2.98M
|
+24,833
|
+8,223%
|
|
|
361
|
Mattern Capital Management
Lakewood,
Colorado
|
$3.11M
|
-$74.3K
|
-619
|
-2%
|
|
|
362
|
Financial Insights
Tacoma,
Washington
|
$3.1M
|
-$1.03M
|
-8,549
|
-25%
|
|
|
363
|
Ascent Wealth Partners
New Hartford,
New York
|
$3.09M
|
-$189K
|
-1,578
|
-6%
|
|
|
364
|
Jefferies Financial Group
New York
|
$3.04M
|
+$1.22M
|
+10,163
|
+71%
|
|
|
365
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.04M
|
+$1.13M
|
+9,437
|
+63%
|
|
|
366
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$2.96M
|
+$2.88M
|
+23,997
|
New
|
|
|
367
|
Fortis Capital Management
Bellevue,
Washington
|
$2.95M
|
-$3.36K
|
-28
|
-0.1%
|
|
|
368
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$2.95M
|
–
|
–
|
–
|
|
|
369
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.94M
|
+$2.85M
|
+23,700
|
New
|
|
|
370
|
World Investment Advisors
Santa Barbara,
California
|
$2.88M
|
+$2.78M
|
+23,195
|
New
|
|
|
371
|
Jordan Park Group
San Francisco,
California
|
$2.79M
|
+$377K
|
+3,136
|
+16%
|
|
|
372
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.78M
|
+$2.34M
|
+19,496
|
+675%
|
|
|
373
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$2.76M
|
-$4.19M
|
-34,878
|
-61%
|
|
|
374
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$2.7M
|
-$152K
|
-1,265
|
-5%
|
|
|
375
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$2.69M
|
+$20.3K
|
+169
|
+0.8%
|
|
