|
801
|
Caldwell Trust
Venice,
Florida
|
$2.74M
|
+$119K
|
+2,678
|
+4%
|
|
|
802
|
Boston Family Office
Boston,
Massachusetts
|
$2.74M
|
-$149K
|
-3,344
|
-5%
|
|
|
803
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$2.73M
|
-$14.8K
|
-334
|
-0.5%
|
|
|
804
|
Morling Financial Advisors
Fremont,
California
|
$2.71M
|
-$120K
|
-2,710
|
-4%
|
|
|
805
|
Grove Bank & Trust
Miami,
Florida
|
$2.71M
|
+$468K
|
+10,518
|
+19%
|
|
|
806
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$2.69M
|
+$17.1K
|
+385
|
+0.6%
|
|
|
807
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.68M
|
–
|
–
|
–
|
|
|
808
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.67M
|
-$172K
|
-3,868
|
-6%
|
|
|
809
|
CVA Family Office
Denver,
Colorado
|
$2.66M
|
+$976K
|
+21,963
|
+51%
|
|
|
810
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$2.65M
|
-$137K
|
-3,079
|
-5%
|
|
|
811
|
Berger Financial Group
Plymouth,
Minnesota
|
$2.64M
|
+$464K
|
+10,436
|
+19%
|
|
|
812
|
Liberty Capital Management
Birmingham,
Michigan
|
$2.63M
|
+$174K
|
+3,911
|
+6%
|
|
|
813
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$2.63M
|
+$464K
|
+10,429
|
+19%
|
|
|
814
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.61M
|
-$166K
|
-3,725
|
-5%
|
|
|
815
|
C2C Wealth Management
Scottsdale,
Arizona
|
$2.6M
|
-$52.7K
|
-1,186
|
-2%
|
|
|
816
|
Life Planning Partners
Jacksonville,
Florida
|
$2.59M
|
+$564K
|
+12,678
|
+25%
|
|
|
817
|
Magnus Financial Group
New York
|
$2.58M
|
+$385K
|
+8,653
|
+16%
|
|
|
818
|
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
|
$2.57M
|
+$7.11K
|
+160
|
+0.3%
|
|
|
819
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$2.56M
|
+$547K
|
+12,304
|
+24%
|
|
|
820
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.54M
|
-$71.8K
|
-1,616
|
-3%
|
|
|
821
|
Prospera Financial Services
Dallas,
Texas
|
$2.54M
|
-$10.8K
|
-243
|
-0.4%
|
|
|
822
|
Millennium Management
New York
|
$2.52M
|
+$2.47M
|
+55,589
|
+882%
|
|
|
823
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$2.52M
|
–
|
–
|
–
|
|
|
824
|
Iconiq Capital
San Francisco,
California
|
$2.52M
|
+$445
|
+10
|
+0%
|
|
|
825
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$2.5M
|
+$420K
|
+9,445
|
+18%
|
|
