|
876
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$6.85M
|
+$1.72M
|
+4,630
|
+39%
|
|
|
877
|
CFC Planning Company
Cicero,
Indiana
|
$6.78M
|
+$486K
|
+1,311
|
+9%
|
|
|
878
|
Blue Fin Capital
Warren,
Rhode Island
|
$6.76M
|
+$30.8K
|
+83
|
+0.5%
|
|
|
879
|
Ceera Investments
Bellaire,
Texas
|
$6.73M
|
-$90.1K
|
-243
|
-1%
|
|
|
880
|
Chronos Wealth Management
Clearwater,
Florida
|
$6.7M
|
-$32.6K
|
-88
|
-0.5%
|
|
|
881
|
Valeo Financial Advisors
Carmel,
Indiana
|
$6.7M
|
-$22.6K
|
-61
|
-0.4%
|
|
|
882
|
Nicholas Company
Milwaukee,
Wisconsin
|
$6.65M
|
-$200K
|
-540
|
-3%
|
|
|
883
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$6.64M
|
+$2.03M
|
+5,478
|
+52%
|
|
|
884
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$6.59M
|
-$1.36M
|
-3,661
|
-19%
|
|
|
885
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$6.57M
|
-$54.9K
|
-148
|
-0.9%
|
|
|
886
|
TB Alternative Assets
Grand Cayman,
Cayman Islands
|
$6.51M
|
-$11.7M
|
-31,509
|
-67%
|
|
|
887
|
Ballentine Partners
Waltham,
Massachusetts
|
$6.5M
|
+$211K
|
+570
|
+4%
|
|
|
888
|
Wealthspire Advisors (New York)
New York
|
$6.5M
|
+$1.16M
|
+3,128
|
+25%
|
|
|
889
|
Fiduciary Alliance
Greenville,
South Carolina
|
$6.49M
|
+$1.24M
|
+3,347
|
+27%
|
|
|
890
|
BTC Capital Management
Des Moines,
Iowa
|
$6.49M
|
+$5.78M
|
+15,606
|
New
|
|
|
891
|
LSV Asset Management
Chicago,
Illinois
|
$6.47M
|
–
|
–
|
–
|
|
|
892
|
GHP Investment Advisors
Denver,
Colorado
|
$6.46M
|
+$424K
|
+1,143
|
+8%
|
|
|
893
|
Rothschild Investment LLC
Chicago,
Illinois
|
$6.46M
|
+$1.86M
|
+5,020
|
+48%
|
|
|
894
|
Trillium Asset Management
Boston,
Massachusetts
|
$6.44M
|
-$7.13M
|
-19,226
|
-55%
|
|
|
895
|
SimplyRich
Carlsbad,
California
|
$6.42M
|
+$127K
|
+342
|
+2%
|
|
|
896
|
Equitable Trust
Nashville,
Tennessee
|
$6.33M
|
-$7.76M
|
-20,934
|
-58%
|
|
|
897
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$6.31M
|
+$54.5K
|
+147
|
+1%
|
|
|
898
|
AIMZ Investment Advisors
Los Altos,
California
|
$6.3M
|
+$371
|
+1
|
+0%
|
|
|
899
|
Busey Bank
Urbana,
Illinois
|
$6.29M
|
-$663K
|
-1,789
|
-11%
|
|
|
900
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$6.28M
|
+$1.5M
|
+4,043
|
+37%
|
|
