|
1576
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$2.04M
|
+$434K
|
+853
|
+28%
|
|
|
1577
|
Segment Wealth Management
Houston,
Texas
|
$2.03M
|
–
|
–
|
–
|
|
|
1578
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$2.03M
|
+$1.4M
|
+2,752
|
+251%
|
|
|
1579
|
Portland Global Advisors
Portland,
Maine
|
$2.02M
|
-$28.5K
|
-56
|
-1%
|
|
|
1580
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$2.01M
|
-$68.1K
|
-134
|
-3%
|
|
|
1581
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.01M
|
+$156K
|
+306
|
+9%
|
|
|
1582
|
Core Wealth Partners
Santa Rosa,
California
|
$2M
|
-$54.9K
|
-108
|
-3%
|
|
|
1583
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$2M
|
+$962K
|
+1,892
|
+100%
|
|
|
1584
|
Wealth Management Resources
Smithfield,
Rhode Island
|
$1.99M
|
+$293K
|
+576
|
+18%
|
|
|
1585
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.99M
|
+$689K
|
+1,355
|
+56%
|
|
|
1586
|
Private Wealth Group
Tampa,
Florida
|
$1.98M
|
–
|
–
|
–
|
|
|
1587
|
KKM Financial
Chicago,
Illinois
|
$1.98M
|
+$199K
|
+391
|
+12%
|
|
|
1588
|
Callan Capital
La Jolla,
California
|
$1.98M
|
+$9.66K
|
+19
|
+0.5%
|
|
|
1589
|
Great Oak Capital Partners
South Easton,
Massachusetts
|
$1.98M
|
+$2.03K
|
+4
|
+0.1%
|
|
|
1590
|
New York Life Investment Management
New York
|
$1.97M
|
-$1.33M
|
-2,609
|
-41%
|
|
|
1591
|
Occidental Asset Management
Burlingame,
California
|
$1.97M
|
-$770K
|
-1,515
|
-29%
|
|
|
1592
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$1.96M
|
-$136K
|
-267
|
-7%
|
|
|
1593
|
Man Group
London,
United Kingdom
|
$1.95M
|
+$1.6M
|
+3,151
|
+585%
|
|
|
1594
|
|
$1.94M
|
+$1.37M
|
+2,705
|
+276%
|
|
|
1595
|
Grandfield & Dodd
New York
|
$1.94M
|
–
|
–
|
–
|
|
|
1596
|
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
$1.94M
|
+$162K
|
+318
|
+9%
|
|
|
1597
|
Passive Capital Management
Baltimore,
Maryland
|
$1.93M
|
-$142K
|
-280
|
-7%
|
|
|
1598
|
TAP Consulting
Kirkwood,
Missouri
|
$1.93M
|
-$109K
|
-214
|
-6%
|
|
|
1599
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.92M
|
–
|
–
|
–
|
|
|
1600
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.92M
|
–
|
–
|
–
|
|
