|
401
|
SOA Wealth Advisors
New York
|
$21.5M
|
-$148K
|
-350
|
-0.7%
|
|
|
402
|
Banta Asset Management
Newport Beach,
California
|
$21.5M
|
-$2.11M
|
-5,007
|
-9%
|
|
|
403
|
Quest Investment Management
Lake Oswego,
Oregon
|
$21.4M
|
-$1.23M
|
-2,910
|
-6%
|
|
|
404
|
Sompo Asset Management
Tokyo,
Japan
|
$21.2M
|
+$20.5M
|
+48,671
|
New
|
|
|
405
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$21.2M
|
-$1.1M
|
-2,601
|
-5%
|
|
|
406
|
TD Private Client Wealth
New York
|
$21M
|
-$491K
|
-1,162
|
-2%
|
|
|
407
|
Boyd Wealth Management
Sacramento,
California
|
$20.9M
|
+$20.2M
|
+47,865
|
New
|
|
|
408
|
Schroders
London,
United Kingdom
|
$20.9M
|
+$5.67M
|
+13,440
|
+39%
|
|
|
409
|
Roundview Capital
Princeton,
New Jersey
|
$20.5M
|
+$883K
|
+2,092
|
+5%
|
|
|
410
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$20.3M
|
-$310K
|
-734
|
-2%
|
|
|
411
|
Peak Financial Management
Wellesley,
Massachusetts
|
$20.1M
|
-$616K
|
-1,460
|
-3%
|
|
|
412
|
Brookstone Capital Management
Wheaton,
Illinois
|
$20.1M
|
+$4.57M
|
+10,826
|
+30%
|
|
|
413
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$20M
|
+$2.02M
|
+4,794
|
+12%
|
|
|
414
|
Verity Asset Management
Durham,
North Carolina
|
$20M
|
+$2.52M
|
+5,966
|
+15%
|
|
|
415
|
Vicus Capital
State College,
Pennsylvania
|
$20M
|
+$2.45M
|
+5,813
|
+14%
|
|
|
416
|
WhitTier Trust Company
Reno,
Nevada
|
$19.9M
|
-$5.07K
|
-12
|
-0%
|
|
|
417
|
Cresset Asset Management
Chicago,
Illinois
|
$19.9M
|
+$5.73M
|
+13,570
|
+43%
|
|
|
418
|
Williams Jones Wealth Management
New York
|
$19.8M
|
+$590K
|
+1,397
|
+3%
|
|
|
419
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$19.8M
|
+$19.2M
|
+45,400
|
New
|
|
|
420
|
Tradition Wealth Management
Edina,
Minnesota
|
$19.8M
|
+$5.23M
|
+12,393
|
+38%
|
|
|
421
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$19.7M
|
+$2.39M
|
+5,653
|
+14%
|
|
|
422
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$19.7M
|
-$865K
|
-2,049
|
-4%
|
|
|
423
|
Jordan Park Group
San Francisco,
California
|
$19.6M
|
-$65.2M
|
-154,416
|
-77%
|
|
|
424
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$19.6M
|
+$1.5M
|
+3,549
|
+9%
|
|
|
425
|
Zhang Financial
Portage,
Michigan
|
$19.5M
|
+$1.76M
|
+4,161
|
+10%
|
|
