|
401
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$798K
|
+$154K
|
+5,699
|
+23%
|
|
|
402
|
Red Door Wealth Management
Memphis,
Tennessee
|
$796K
|
+$1.51K
|
+56
|
+0.2%
|
|
|
403
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$789K
|
+$43.3K
|
+1,605
|
+6%
|
|
|
404
|
CM Wealth Advisors
Beachwood,
Ohio
|
$784K
|
–
|
–
|
–
|
|
|
405
|
Comerica Bank
Dallas,
Texas
|
$783K
|
+$148K
|
+5,465
|
+22%
|
|
|
406
|
D.A. Davidson & Co
Great Falls,
Montana
|
$777K
|
-$7.26K
|
-269
|
-0.9%
|
|
|
407
|
Steward Partners Investment Advisory
New York
|
$770K
|
-$1.49K
|
-55
|
-0.2%
|
|
|
408
|
Verum Partners
Charlotte,
North Carolina
|
$768K
|
+$113K
|
+4,198
|
+17%
|
|
|
409
|
Columbia Advisory Partners
Spokane,
Washington
|
$764K
|
+$791K
|
+29,297
|
New
|
|
|
410
|
Ironwood Financial
Tucson,
Arizona
|
$762K
|
+$5.02K
|
+186
|
+0.6%
|
|
|
411
|
Kelleher Financial Advisors
New York
|
$762K
|
–
|
–
|
–
|
|
|
412
|
Aire Advisors
Beverly Hills,
California
|
$762K
|
-$16.7K
|
-619
|
-2%
|
|
|
413
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$750K
|
–
|
–
|
–
|
|
|
414
|
Brighton Jones LLC
Seattle,
Washington
|
$742K
|
+$166K
|
+6,147
|
+28%
|
|
|
415
|
Natixis Advisors
Boston,
Massachusetts
|
$739K
|
+$766K
|
+28,356
|
New
|
|
|
416
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$722K
|
-$318K
|
-11,773
|
-30%
|
|
|
417
|
Biltmore Family Office
Charlotte,
North Carolina
|
$718K
|
–
|
–
|
–
|
|
|
418
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$713K
|
+$46.3K
|
+1,716
|
+7%
|
|
|
419
|
Well Done LLC
Holland,
Michigan
|
$704K
|
-$473K
|
-17,510
|
-67%
|
|
|
420
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$698K
|
+$50.2K
|
+1,861
|
+7%
|
|
|
421
|
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
|
$691K
|
+$2.7K
|
+100
|
+0.4%
|
|
|
422
|
Lodestar Private Asset Management
Alamo,
California
|
$691K
|
+$189
|
+7
|
+0%
|
|
|
423
|
UMB Bank
Kansas City,
Missouri
|
$690K
|
–
|
–
|
–
|
|
|
424
|
Sovereign Financial Group
Stamford,
Connecticut
|
$683K
|
-$14.7K
|
-543
|
-2%
|
|
|
425
|
Pine Valley Investments
Marlton,
New Jersey
|
$681K
|
+$356K
|
+13,174
|
+102%
|
|
