|
601
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$2.95M
|
-$189K
|
-4,002
|
-6%
|
|
|
602
|
Catalyst Private Wealth
San Mateo,
California
|
$2.95M
|
-$129K
|
-2,736
|
-4%
|
|
|
603
|
Evercore Wealth Management
New York
|
$2.94M
|
+$299K
|
+6,312
|
+11%
|
|
|
604
|
|
$2.94M
|
+$133K
|
+2,820
|
+5%
|
|
|
605
|
Forum Private Client Group
Fishers,
Indiana
|
$2.94M
|
+$2.9M
|
+61,302
|
New
|
|
|
606
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$2.9M
|
+$99.9K
|
+2,112
|
+4%
|
|
|
607
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$2.89M
|
-$260K
|
-5,496
|
-8%
|
|
|
608
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$2.88M
|
+$586K
|
+12,396
|
+26%
|
|
|
609
|
Corient Capital Partners
Newport Beach,
California
|
$2.88M
|
-$11.1K
|
-234
|
-0.4%
|
|
|
610
|
Great Lakes Advisors
Chicago,
Illinois
|
$2.88M
|
+$218K
|
+4,614
|
+8%
|
|
|
611
|
Rise Advisors
Rochester,
New York
|
$2.86M
|
+$245K
|
+5,178
|
+9%
|
|
|
612
|
Norris Perne & French
Grand Rapids,
Michigan
|
$2.86M
|
+$360K
|
+7,620
|
+15%
|
|
|
613
|
Cahill Financial Advisors
Edina,
Minnesota
|
$2.83M
|
+$333K
|
+7,032
|
+14%
|
|
|
614
|
Aureus Asset Management
Boston,
Massachusetts
|
$2.82M
|
–
|
–
|
–
|
|
|
615
|
WealthSource Partners
San Luis Obispo,
California
|
$2.8M
|
+$1.07M
|
+22,722
|
+64%
|
|
|
616
|
First National Bank of Omaha
Omaha,
Nebraska
|
$2.79M
|
-$127K
|
-2,694
|
-4%
|
|
|
617
|
Centaurus Financial
Anaheim,
California
|
$2.77M
|
-$972K
|
-20,550
|
-26%
|
|
|
618
|
Baystate Wealth Management
Boston,
Massachusetts
|
$2.74M
|
+$660K
|
+13,956
|
+32%
|
|
|
619
|
My Legacy Advisors
Bend,
Oregon
|
$2.74M
|
+$2.7M
|
+57,114
|
New
|
|
|
620
|
Ziegler Capital Management
Chicago,
Illinois
|
$2.72M
|
-$5.36M
|
-113,346
|
-67%
|
|
|
621
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$2.67M
|
-$1.41M
|
-29,730
|
-35%
|
|
|
622
|
Two Sigma Investments
New York
|
$2.65M
|
-$47.4M
|
-1,001,400
|
-95%
|
|
|
623
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.63M
|
-$4.08M
|
-86,196
|
-61%
|
|
|
624
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.63M
|
-$52.5K
|
-1,110
|
-2%
|
|
|
625
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.62M
|
+$11.4K
|
+240
|
+0.4%
|
|
