|
676
|
Private Trust Company
Cleveland,
Ohio
|
$1.95M
|
-$306K
|
-5,224
|
-14%
|
|
|
677
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.95M
|
-$35K
|
-596
|
-2%
|
|
|
678
|
Performa Ltd (US)
Charleston,
South Carolina
|
$1.91M
|
+$435K
|
+7,420
|
+30%
|
|
|
679
|
Bangor Savings Bank
Bangor,
Maine
|
$1.91M
|
-$312K
|
-5,316
|
-14%
|
|
|
680
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.91M
|
+$1.88M
|
+32,104
|
New
|
|
|
681
|
ACG Wealth
Atlanta,
Georgia
|
$1.9M
|
-$158K
|
-2,700
|
-8%
|
|
|
682
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.88M
|
–
|
–
|
–
|
|
|
683
|
Wealthspan Partners
Davenport,
Iowa
|
$1.86M
|
+$69.5K
|
+1,184
|
+4%
|
|
|
684
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.85M
|
-$47.4K
|
-808
|
-3%
|
|
|
685
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.84M
|
+$333K
|
+5,680
|
+22%
|
|
|
686
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.83M
|
-$54.2K
|
-924
|
-3%
|
|
|
687
|
Belpointe Asset Management
Reno,
Nevada
|
$1.81M
|
-$85.7K
|
-1,460
|
-5%
|
|
|
688
|
Peak Asset Management
Louisville,
Colorado
|
$1.81M
|
+$88K
|
+1,500
|
+5%
|
|
|
689
|
Magnus Financial Group
New York
|
$1.8M
|
+$572K
|
+9,756
|
+48%
|
|
|
690
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$1.8M
|
-$95.7K
|
-1,632
|
-5%
|
|
|
691
|
Janus Henderson Group
London,
|
$1.79M
|
-$1.04M
|
-17,652
|
-37%
|
|
|
692
|
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
$1.78M
|
-$20.9K
|
-356
|
-1%
|
|
|
693
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.78M
|
+$363K
|
+6,188
|
+26%
|
|
|
694
|
Country Club Bank
Kansas City,
Missouri
|
$1.78M
|
+$1.73M
|
+29,520
|
New
|
|
|
695
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$1.78M
|
+$202K
|
+3,448
|
+13%
|
|
|
696
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.77M
|
+$148K
|
+2,516
|
+9%
|
|
|
697
|
Citadel Advisors
Miami,
Florida
|
$1.76M
|
+$1.74M
|
+29,608
|
New
|
|
|
698
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.75M
|
+$160K
|
+2,720
|
+10%
|
|
|
699
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.73M
|
+$42.5K
|
+724
|
+3%
|
|
|
700
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.73M
|
+$1.7M
|
+29,036
|
New
|
|
