|
551
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.65M
|
+$668K
|
+8,075
|
+68%
|
|
|
552
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.65M
|
-$310K
|
-3,743
|
-16%
|
|
|
553
|
Severin Investments
St. Louis,
Missouri
|
$1.64M
|
+$792K
|
+9,565
|
+93%
|
|
|
554
|
King Wealth Management Group
Naples,
Florida
|
$1.63M
|
+$120K
|
+1,450
|
+8%
|
|
|
555
|
Bucket List Wealth Management
The Villages,
Florida
|
$1.63M
|
+$634K
|
+7,662
|
+64%
|
|
|
556
|
Milestones Private Investment Advisors
Fairport,
New York
|
$1.63M
|
+$49.8K
|
+602
|
+3%
|
|
|
557
|
|
$1.63M
|
+$6.37K
|
+77
|
+0.4%
|
|
|
558
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$1.62M
|
-$195K
|
-2,359
|
-11%
|
|
|
559
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.56M
|
-$144K
|
-1,739
|
-8%
|
|
|
560
|
McDonald Partners
Cleveland,
Ohio
|
$1.56M
|
+$605K
|
+7,310
|
+63%
|
|
|
561
|
PFG Investments
Woodbury,
New York
|
$1.55M
|
-$139K
|
-1,684
|
-8%
|
|
|
562
|
Wealthspire Advisors (New York)
New York
|
$1.55M
|
+$31.4K
|
+379
|
+2%
|
|
|
563
|
Lodestar Private Asset Management
Alamo,
California
|
$1.54M
|
-$77.2K
|
-932
|
-5%
|
|
|
564
|
Evoke Wealth
Los Angeles,
California
|
$1.54M
|
+$1.55M
|
+18,693
|
New
|
|
|
565
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.54M
|
-$56.9K
|
-687
|
-4%
|
|
|
566
|
Investment Research Partners
Lemont,
Pennsylvania
|
$1.53M
|
+$79.6K
|
+961
|
+5%
|
|
|
567
|
|
$1.53M
|
+$1.53M
|
+18,485
|
New
|
|
|
568
|
New Insight Wealth Advisors
San Ramon,
California
|
$1.52M
|
-$814K
|
-9,828
|
-35%
|
|
|
569
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.5M
|
-$514K
|
-6,214
|
-25%
|
|
|
570
|
WLTH Capital Management
Chandler,
Arizona
|
$1.49M
|
+$17.3K
|
+209
|
+1%
|
|
|
571
|
Freestate Advisors
Overland Park,
Kansas
|
$1.48M
|
-$46.1K
|
-557
|
-3%
|
|
|
572
|
SBI Securities
Tokyo,
Japan
|
$1.48M
|
+$118K
|
+1,427
|
+9%
|
|
|
573
|
Guardian Partners
Toronto,
Canada
|
$1.48M
|
+$339K
|
+4,093
|
+30%
|
|
|
574
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.48M
|
+$1.48M
|
+17,879
|
New
|
|
|
575
|
Insigneo Advisory Services
Miami,
Florida
|
$1.47M
|
+$943K
|
+11,391
|
+177%
|
|
