|
401
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$21.1M
|
+$271K
|
+662
|
+1%
|
|
|
402
|
Perigon Wealth Management
San Francisco,
California
|
$20.9M
|
+$5.8M
|
+14,171
|
+39%
|
|
|
403
|
Millennium Management
New York
|
$20.8M
|
+$8.86M
|
+21,643
|
+76%
|
|
|
404
|
State Street
Boston,
Massachusetts
|
$20.8M
|
+$217K
|
+531
|
+1%
|
|
|
405
|
Southeast Asset Advisors
Thomasville,
Georgia
|
$20.7M
|
-$13.1K
|
-32
|
-0.1%
|
|
|
406
|
SOA Wealth Advisors
New York
|
$20.7M
|
+$349K
|
+852
|
+2%
|
|
|
407
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$20.7M
|
+$2M
|
+4,897
|
+11%
|
|
|
408
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$20.6M
|
-$34.4K
|
-84
|
-0.2%
|
|
|
409
|
Jackson Wealth Management
Lake Mary,
Florida
|
$20.6M
|
-$1.37M
|
-3,357
|
-6%
|
|
|
410
|
TD Private Client Wealth
New York
|
$20.6M
|
+$533K
|
+1,303
|
+3%
|
|
|
411
|
Zhang Financial
Portage,
Michigan
|
$20.5M
|
+$1.88M
|
+4,598
|
+10%
|
|
|
412
|
First National Bank of Omaha
Omaha,
Nebraska
|
$20.1M
|
-$604K
|
-1,475
|
-3%
|
|
|
413
|
Stephens Consulting
Flint,
Michigan
|
$20M
|
+$1.88M
|
+4,595
|
+11%
|
|
|
414
|
Sompo Asset Management
Tokyo,
Japan
|
$20M
|
-$190K
|
-465
|
-1%
|
|
|
415
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$20M
|
-$216K
|
-528
|
-1%
|
|
|
416
|
Vicus Capital
State College,
Pennsylvania
|
$19.9M
|
+$242K
|
+592
|
+1%
|
|
|
417
|
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
|
$19.9M
|
-$9.07M
|
-22,151
|
-32%
|
|
|
418
|
Royal Fund Management
Lady Lake,
Florida
|
$19.8M
|
+$3.34M
|
+8,148
|
+21%
|
|
|
419
|
Securian Asset Management
St Paul,
Minnesota
|
$19.7M
|
-$813K
|
-1,985
|
-4%
|
|
|
420
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$19.6M
|
+$16.1M
|
+39,336
|
+502%
|
|
|
421
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$19.4M
|
+$3.55M
|
+8,680
|
+23%
|
|
|
422
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.3M
|
+$238K
|
+582
|
+1%
|
|
|
423
|
Avior Wealth Management
Omaha,
Nebraska
|
$19.2M
|
+$919K
|
+2,245
|
+5%
|
|
|
424
|
Williams Jones Wealth Management
New York
|
$19.1M
|
+$186K
|
+454
|
+1%
|
|
|
425
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$19M
|
+$1.33M
|
+3,238
|
+8%
|
|
