|
651
|
Jackson Wealth Management
Lake Mary,
Florida
|
$1.75M
|
+$1.72M
|
+8,184
|
New
|
|
|
652
|
Private Trust Company
Cleveland,
Ohio
|
$1.74M
|
+$106K
|
+502
|
+7%
|
|
|
653
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.73M
|
–
|
–
|
–
|
|
|
654
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.73M
|
+$105K
|
+499
|
+7%
|
|
|
655
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.72M
|
-$1.35M
|
-6,419
|
-44%
|
|
|
656
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.69M
|
–
|
–
|
–
|
|
|
657
|
Moneywise Inc
Forest,
Virginia
|
$1.69M
|
-$1.48K
|
-7
|
-0.1%
|
|
|
658
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.68M
|
-$26.1K
|
-124
|
-2%
|
|
|
659
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.68M
|
-$812K
|
-3,855
|
-33%
|
|
|
660
|
Argent Trust Co
Nashville,
Tennessee
|
$1.65M
|
-$90.4K
|
-429
|
-5%
|
|
|
661
|
Klingman & Associates
New York
|
$1.65M
|
-$35.8K
|
-170
|
-2%
|
|
|
662
|
Veery Capital
Wilmington,
Delaware
|
$1.65M
|
+$182K
|
+862
|
+13%
|
|
|
663
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$1.65M
|
-$7.37K
|
-35
|
-0.5%
|
|
|
664
|
Prostatis Group
Hanover,
Maryland
|
$1.64M
|
-$2.31M
|
-10,966
|
-59%
|
|
|
665
|
One Day In July LLC
Burlington,
Vermont
|
$1.64M
|
-$88.7K
|
-421
|
-5%
|
|
|
666
|
1900 Wealth Management
San Antonio,
Texas
|
$1.64M
|
-$162K
|
-769
|
-9%
|
|
|
667
|
Fort Point Capital Partners
San Francisco,
California
|
$1.63M
|
-$141K
|
-671
|
-8%
|
|
|
668
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.62M
|
-$421
|
-2
|
-0%
|
|
|
669
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$1.62M
|
+$92.9K
|
+441
|
+6%
|
|
|
670
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.61M
|
-$285K
|
-1,353
|
-15%
|
|
|
671
|
Graypoint LLC
Albany,
New York
|
$1.61M
|
+$1.08M
|
+5,121
|
+212%
|
|
|
672
|
Huntington National Bank
Columbus,
Ohio
|
$1.61M
|
–
|
–
|
–
|
|
|
673
|
IHT Wealth Management
Chicago,
Illinois
|
$1.6M
|
+$171K
|
+812
|
+12%
|
|
|
674
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$1.6M
|
-$75.6K
|
-359
|
-5%
|
|
|
675
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.6M
|
-$39.2K
|
-186
|
-2%
|
|
