|
526
|
Fifth Third Securities
Cincinnati,
Ohio
|
$8.97M
|
+$9.77M
|
+47,559
|
New
|
|
|
527
|
Continuum Advisory
Eagle,
Idaho
|
$8.96M
|
+$2.92M
|
+14,210
|
+43%
|
|
|
528
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$8.94M
|
+$333K
|
+1,622
|
+4%
|
|
|
529
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$8.93M
|
-$1.81M
|
-8,810
|
-16%
|
|
|
530
|
My Personal CFO LLC
Vancouver,
Washington
|
$8.91M
|
+$355K
|
+1,728
|
+4%
|
|
|
531
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$8.88M
|
-$346K
|
-1,682
|
-3%
|
|
|
532
|
Asset Management Group
Stamford,
Connecticut
|
$8.8M
|
+$46.8K
|
+228
|
+0.5%
|
|
|
533
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8.78M
|
+$155K
|
+755
|
+2%
|
|
|
534
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$8.72M
|
+$8.88M
|
+43,209
|
+1,441%
|
|
|
535
|
HT Partners
Centerbrook,
Connecticut
|
$8.71M
|
+$4.93M
|
+23,974
|
+108%
|
|
|
536
|
Klingman & Associates
New York
|
$8.71M
|
+$1.17M
|
+5,698
|
+14%
|
|
|
537
|
Chilton Investment Company
Stamford,
Connecticut
|
$8.69M
|
+$1.3M
|
+6,309
|
+16%
|
|
|
538
|
Modus Advisors
Excelsior,
Minnesota
|
$8.67M
|
-$10.7K
|
-52
|
-0.1%
|
|
|
539
|
Applied Capital
Little Rock,
Arkansas
|
$8.63M
|
-$494K
|
-2,405
|
-5%
|
|
|
540
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.62M
|
-$29.8K
|
-145
|
-0.3%
|
|
|
541
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$8.55M
|
+$2.46M
|
+11,997
|
+36%
|
|
|
542
|
Versant Capital Management
Phoenix,
Arizona
|
$8.49M
|
-$130K
|
-633
|
-1%
|
|
|
543
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$8.48M
|
-$83K
|
-404
|
-0.9%
|
|
|
544
|
Garde Capital
Seattle,
Washington
|
$8.47M
|
-$626K
|
-3,048
|
-6%
|
|
|
545
|
Ashfield Capital Partners
San Francisco,
California
|
$8.43M
|
+$27.7K
|
+135
|
+0.3%
|
|
|
546
|
HSBC Holdings
London,
United Kingdom
|
$8.42M
|
–
|
–
|
–
|
|
|
547
|
Northland Capital Management
Virginia,
Minnesota
|
$8.39M
|
+$9.14M
|
+44,482
|
New
|
|
|
548
|
NIA Impact Advisors
Berkeley,
California
|
$8.38M
|
-$1.71M
|
-8,299
|
-16%
|
|
|
549
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.34M
|
-$153K
|
-747
|
-2%
|
|
|
550
|
Liberty Wealth Management
Oakland,
California
|
$8.33M
|
+$381K
|
+1,854
|
+4%
|
|
