|
301
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.68M
|
+$216K
|
+2,505
|
+9%
|
|
|
302
|
4J Wealth Management
Alexandria,
Virginia
|
$2.67M
|
-$196K
|
-2,275
|
-7%
|
|
|
303
|
EP Wealth Advisors
Torrance,
California
|
$2.67M
|
+$2.67M
|
+30,893
|
New
|
|
|
304
|
Eagle Global Advisors
Houston,
Texas
|
$2.65M
|
+$188K
|
+2,180
|
+8%
|
|
|
305
|
Legacy Private Trust
Neenah,
Wisconsin
|
$2.64M
|
+$75.9K
|
+879
|
+3%
|
|
|
306
|
Rockefeller Capital Management
New York
|
$2.64M
|
+$1.85M
|
+21,378
|
+233%
|
|
|
307
|
Strategic Wealth Management
Kirkland,
Washington
|
$2.63M
|
–
|
–
|
–
|
|
|
308
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.63M
|
+$218K
|
+2,531
|
+9%
|
|
|
309
|
Independent Family Office
Albany,
New York
|
$2.62M
|
-$345K
|
-4,000
|
-12%
|
|
|
310
|
Hilltop Holdings
Dallas,
Texas
|
$2.6M
|
+$673K
|
+7,791
|
+35%
|
|
|
311
|
Moors & Cabot
Boston,
Massachusetts
|
$2.6M
|
+$146K
|
+1,694
|
+6%
|
|
|
312
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.57M
|
-$17.4K
|
-202
|
-0.7%
|
|
|
313
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$2.55M
|
-$6.12M
|
-70,887
|
-71%
|
|
|
314
|
NorthCoast Asset Management
Greenwich,
Connecticut
|
$2.54M
|
-$1.89M
|
-21,861
|
-43%
|
|
|
315
|
Sarasin & Partners
London,
United Kingdom
|
$2.51M
|
–
|
–
|
–
|
|
|
316
|
Regions Financial Corp
Birmingham,
Alabama
|
$2.5M
|
-$1.55K
|
-18
|
-0.1%
|
|
|
317
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.49M
|
+$341K
|
+3,950
|
+16%
|
|
|
318
|
Wintrust Investments
Chicago,
Illinois
|
$2.48M
|
+$2.48M
|
+28,743
|
New
|
|
|
319
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$2.42M
|
+$15.4K
|
+178
|
+0.6%
|
|
|
320
|
High Note Wealth
Deephaven,
Minnesota
|
$2.42M
|
+$103K
|
+1,190
|
+4%
|
|
|
321
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$2.39M
|
+$57.7K
|
+668
|
+2%
|
|
|
322
|
Financial Advocates Investment Management
Olympia,
Washington
|
$2.39M
|
-$1.02M
|
-11,853
|
-30%
|
|
|
323
|
Steward Partners Investment Advisory
New York
|
$2.39M
|
+$691K
|
+8,005
|
+41%
|
|
|
324
|
RMR Wealth Builders
Montclair,
New Jersey
|
$2.38M
|
–
|
–
|
–
|
|
|
325
|
Pinnacle Associates
New York
|
$2.37M
|
-$90.9K
|
-1,053
|
-4%
|
|
