|
526
|
TriaGen Wealth Management
Calabasas,
California
|
$2.38M
|
+$2.16M
|
+12,216
|
New
|
|
|
527
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$2.37M
|
-$75K
|
-425
|
-3%
|
|
|
528
|
Windham Capital Management
Boston,
Massachusetts
|
$2.36M
|
–
|
–
|
–
|
|
|
529
|
Checchi Capital Advisers
Beverly Hills,
California
|
$2.35M
|
-$109K
|
-617
|
-5%
|
|
|
530
|
McLean Asset Management
Tysons,
Virginia
|
$2.35M
|
+$2.13M
|
+12,078
|
New
|
|
|
531
|
KeyBank National Association
Cleveland,
Ohio
|
$2.33M
|
+$729K
|
+4,134
|
+53%
|
|
|
532
|
KFA Private Wealth Group
Tysons,
Virginia
|
$2.31M
|
+$190K
|
+1,075
|
+10%
|
|
|
533
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.31M
|
+$16.9K
|
+96
|
+0.8%
|
|
|
534
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$2.31M
|
-$51.7K
|
-293
|
-2%
|
|
|
535
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$2.3M
|
-$19.4K
|
-110
|
-0.9%
|
|
|
536
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$2.29M
|
+$367K
|
+2,078
|
+21%
|
|
|
537
|
Strategic Blueprint
Atlanta,
Georgia
|
$2.28M
|
-$207K
|
-1,176
|
-9%
|
|
|
538
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.27M
|
-$706
|
-4
|
-0%
|
|
|
539
|
Alesco Advisors
Pittsford,
New York
|
$2.27M
|
-$336K
|
-1,905
|
-14%
|
|
|
540
|
CPWM LLC
Seattle,
Washington
|
$2.26M
|
+$464K
|
+2,630
|
+29%
|
|
|
541
|
PAX Financial Group
San Antonio,
Texas
|
$2.26M
|
-$67.6K
|
-383
|
-3%
|
|
|
542
|
Aspiriant LLC
Los Angeles,
California
|
$2.24M
|
+$159K
|
+903
|
+9%
|
|
|
543
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$2.23M
|
-$2.47K
|
-14
|
-0.1%
|
|
|
544
|
SOL Capital Management
Rockville,
Maryland
|
$2.22M
|
+$143K
|
+810
|
+8%
|
|
|
545
|
Lucas Capital Management
Red Bank,
New Jersey
|
$2.18M
|
+$15.9K
|
+90
|
+0.8%
|
|
|
546
|
FDx Advisors
Chicago,
Illinois
|
$2.18M
|
-$1.73M
|
-9,829
|
-47%
|
|
|
547
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.18M
|
-$36.2K
|
-205
|
-2%
|
|
|
548
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$2.16M
|
+$212K
|
+1,200
|
+12%
|
|
|
549
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$2.15M
|
+$1.95M
|
+11,063
|
New
|
|
|
550
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.14M
|
–
|
–
|
–
|
|
