|
601
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$6.35M
|
+$102K
|
+902
|
+2%
|
|
|
602
|
Stonebridge Capital Management
Los Angeles,
California
|
$6.33M
|
–
|
–
|
–
|
|
|
603
|
Evercore Wealth Management
New York
|
$6.32M
|
-$397K
|
-3,508
|
-6%
|
|
|
604
|
HCR Wealth Advisors
Los Angeles,
California
|
$6.32M
|
+$132K
|
+1,170
|
+2%
|
|
|
605
|
DZ Bank
Frankfurt Am Main,
Germany
|
$6.32M
|
+$206K
|
+1,822
|
+3%
|
|
|
606
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.32M
|
+$589K
|
+5,211
|
+10%
|
|
|
607
|
Stokes Family Office
New Orleans,
Louisiana
|
$6.27M
|
-$264K
|
-2,332
|
-4%
|
|
|
608
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$6.27M
|
+$355K
|
+3,143
|
+6%
|
|
|
609
|
Paloma Partners
Greenwich,
Connecticut
|
$6.26M
|
-$11M
|
-97,478
|
-64%
|
|
|
610
|
Masterton Capital Management
New York
|
$6.25M
|
+$6.32M
|
+55,900
|
New
|
|
|
611
|
Calamos Wealth Management
Naperville,
Illinois
|
$6.23M
|
-$424K
|
-3,750
|
-6%
|
|
|
612
|
Bristlecone Advisors
Bellevue,
Washington
|
$6.2M
|
+$57.5K
|
+509
|
+0.9%
|
|
|
613
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$6.2M
|
+$3.55M
|
+31,388
|
+131%
|
|
|
614
|
R.M. Davis Inc
Portland,
Maine
|
$6.17M
|
-$337K
|
-2,985
|
-5%
|
|
|
615
|
Hamel Associates
Chatham,
New Jersey
|
$6.15M
|
-$157K
|
-1,385
|
-2%
|
|
|
616
|
Frontier Wealth Management
Kansas City,
Missouri
|
$6.13M
|
+$311K
|
+2,752
|
+5%
|
|
|
617
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$6.1M
|
+$6.17M
|
+54,557
|
New
|
|
|
618
|
Fundsmith Investment Services
Grande Riviere Noire,
Mauritius
|
$6.1M
|
+$6.16M
|
+54,533
|
New
|
|
|
619
|
Kestra Private Wealth Services
Austin,
Texas
|
$6.09M
|
+$321K
|
+2,842
|
+6%
|
|
|
620
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$6.05M
|
-$89.5K
|
-792
|
-1%
|
|
|
621
|
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
|
$6.05M
|
+$921K
|
+8,145
|
+18%
|
|
|
622
|
Riggs Asset Management
Dallas,
Pennsylvania
|
$6.02M
|
+$219K
|
+1,936
|
+4%
|
|
|
623
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$6.02M
|
+$671K
|
+5,935
|
+12%
|
|
|
624
|
|
$6.01M
|
+$72.9K
|
+645
|
+1%
|
|
|
625
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$6M
|
+$67.3K
|
+595
|
+1%
|
|
