|
501
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$6.33M
|
+$5.95M
|
+75,204
|
New
|
|
|
502
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$6.3M
|
+$5.3K
|
+67
|
+0.1%
|
|
|
503
|
Oak Family Advisors
Chicago,
Illinois
|
$6.3M
|
-$957K
|
-12,097
|
-14%
|
|
|
504
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$6.26M
|
+$355K
|
+4,491
|
+6%
|
|
|
505
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$6.16M
|
-$17.8K
|
-225
|
-0.3%
|
|
|
506
|
Graybill Wealth Management
Elmhurst,
Illinois
|
$6.13M
|
+$60.9K
|
+769
|
+1%
|
|
|
507
|
Evercore Wealth Management
New York
|
$6.13M
|
-$31.6K
|
-399
|
-0.5%
|
|
|
508
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.02M
|
-$3.68M
|
-46,510
|
-39%
|
|
|
509
|
Cincinnati Financial Corp
Fairfield,
Ohio
|
$5.97M
|
–
|
–
|
–
|
|
|
510
|
Stanley-Laman Group
Berwyn,
Pennsylvania
|
$5.96M
|
-$197K
|
-2,485
|
-3%
|
|
|
511
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$5.92M
|
+$300K
|
+3,791
|
+6%
|
|
|
512
|
Osborne Partners Capital Management
San Francisco,
California
|
$5.92M
|
+$149K
|
+1,882
|
+3%
|
|
|
513
|
Wealthfront Advisers
Palo Alto,
California
|
$5.88M
|
+$2.5M
|
+31,533
|
+82%
|
|
|
514
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.88M
|
+$92.4K
|
+1,167
|
+2%
|
|
|
515
|
Monte Financial Group
Guilford,
Connecticut
|
$5.86M
|
+$151K
|
+1,912
|
+3%
|
|
|
516
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$5.86M
|
-$234K
|
-2,962
|
-4%
|
|
|
517
|
Riverview Capital Advisers
Boston,
Massachusetts
|
$5.86M
|
+$4.46M
|
+56,388
|
+426%
|
|
|
518
|
SFMG Wealth Advisors
Plano,
Texas
|
$5.83M
|
+$45.4K
|
+574
|
+0.8%
|
|
|
519
|
Axxcess Wealth Management
Carlsbad,
California
|
$5.82M
|
+$1.42M
|
+17,992
|
+35%
|
|
|
520
|
Valeo Financial Advisors
Carmel,
Indiana
|
$5.8M
|
-$421K
|
-5,314
|
-5%
|
|
|
521
|
Nomura Holdings
Tokyo,
Japan
|
$5.79M
|
-$1.59M
|
-20,103
|
-23%
|
|
|
522
|
CSM Advisors
Warrendale,
Pennsylvania
|
$5.79M
|
-$7.44K
|
-94
|
-0.1%
|
|
|
523
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$5.77M
|
+$4.98M
|
+62,967
|
+1,133%
|
|
|
524
|
Circle Wealth Management
Summit,
New Jersey
|
$5.67M
|
+$27.1K
|
+342
|
+0.5%
|
|
|
525
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$5.66M
|
-$62.7K
|
-792
|
-1%
|
|
