|
226
|
Stonebrook Private
Northville,
Michigan
|
$3.84M
|
+$3.85M
|
+38,292
|
New
|
|
|
227
|
Studio Investment Management
Chicago,
Illinois
|
$3.83M
|
+$209K
|
+2,079
|
+6%
|
|
|
228
|
First Wilshire Securities Management
Pasadena,
California
|
$3.81M
|
-$722K
|
-7,188
|
-16%
|
|
|
229
|
International Assets Investment Management
Orlando,
Florida
|
$3.81M
|
-$35.8M
|
-356,337
|
-90%
|
|
|
230
|
Rebalance
Palo Alto,
California
|
$3.76M
|
+$3.76M
|
+37,482
|
New
|
|
|
231
|
Retireful LLC
Haslett,
Michigan
|
$3.75M
|
-$4.51M
|
-44,912
|
-55%
|
|
|
232
|
Anson Capital
Tyrone,
Georgia
|
$3.74M
|
+$320K
|
+3,186
|
+9%
|
|
|
233
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$3.73M
|
+$3.74M
|
+37,249
|
New
|
|
|
234
|
Comerica Bank
Dallas,
Texas
|
$3.66M
|
+$858K
|
+8,548
|
+31%
|
|
|
235
|
Prosperity Wealth Management
San Ramon,
California
|
$3.58M
|
+$145K
|
+1,440
|
+4%
|
|
|
236
|
Vontobel Holding
Zurich,
Switzerland
|
$3.53M
|
+$540K
|
+5,374
|
+18%
|
|
|
237
|
Bangor Savings Bank
Bangor,
Maine
|
$3.48M
|
+$3.48M
|
+34,690
|
New
|
|
|
238
|
Pathstone Holdings
Englewood,
New Jersey
|
$3.46M
|
+$3.46M
|
+34,494
|
New
|
|
|
239
|
GeoWealth Management
Chicago,
Illinois
|
$3.4M
|
+$2.29M
|
+22,791
|
+204%
|
|
|
240
|
Core Wealth Partners
Santa Rosa,
California
|
$3.39M
|
-$247K
|
-2,463
|
-7%
|
|
|
241
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$3.39M
|
+$2.13M
|
+21,254
|
+169%
|
|
|
242
|
Simon Quick Advisors
Morristown,
New Jersey
|
$3.3M
|
-$190K
|
-1,889
|
-5%
|
|
|
243
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.26M
|
+$3.24M
|
+32,261
|
+10,790%
|
|
|
244
|
Principal Financial Group
Des Moines,
Iowa
|
$3.26M
|
-$5.39M
|
-53,662
|
-62%
|
|
|
245
|
Sonoma Private Wealth
Sonoma,
California
|
$3.22M
|
+$1.45M
|
+14,444
|
+82%
|
|
|
246
|
ClearBridge Investments
New York
|
$3.21M
|
-$1.13M
|
-11,229
|
-26%
|
|
|
247
|
|
$3.2M
|
+$330K
|
+3,291
|
+12%
|
|
|
248
|
Nuveen
Charlotte,
North Carolina
|
$3.19M
|
+$3.2M
|
+31,860
|
New
|
|
|
249
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3.17M
|
-$4.76M
|
-47,448
|
-60%
|
|
|
250
|
Alesco Advisors
Pittsford,
New York
|
$3.16M
|
+$128K
|
+1,270
|
+4%
|
|
