|
701
|
Veritable
Wilmington,
Delaware
|
$1.28M
|
+$417K
|
+9,738
|
+48%
|
|
|
702
|
Kore Private Wealth
New York
|
$1.27M
|
–
|
–
|
–
|
|
|
703
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
704
|
Davidson Trust Company
Seattle,
Washington
|
$1.26M
|
-$130K
|
-3,030
|
-9%
|
|
|
705
|
Perennial Investment Advisors
Los Angeles,
California
|
$1.26M
|
–
|
–
|
–
|
|
|
706
|
Wealthquest
Cincinnati,
Ohio
|
$1.25M
|
-$180K
|
-4,218
|
-13%
|
|
|
707
|
Integrated Advisors Network
Dallas,
Texas
|
$1.25M
|
-$20.8K
|
-486
|
-2%
|
|
|
708
|
Brown Brothers Harriman & Co
New York
|
$1.24M
|
-$582K
|
-13,596
|
-32%
|
|
|
709
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$1.23M
|
+$111K
|
+2,586
|
+10%
|
|
|
710
|
Axiom Investment Management
New York
|
$1.22M
|
+$177K
|
+4,146
|
+17%
|
|
|
711
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$1.22M
|
–
|
–
|
–
|
|
|
712
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$1.21M
|
+$445K
|
+10,404
|
+59%
|
|
|
713
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.19M
|
-$52.9K
|
-1,236
|
-4%
|
|
|
714
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.18M
|
+$1.54K
|
+36
|
+0.1%
|
|
|
715
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.17M
|
-$15.4K
|
-360
|
-1%
|
|
|
716
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$1.15M
|
+$16.4K
|
+384
|
+1%
|
|
|
717
|
Covenant Asset Management
Chester,
New Jersey
|
$1.14M
|
-$40.6K
|
-948
|
-3%
|
|
|
718
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.14M
|
+$32.9K
|
+768
|
+3%
|
|
|
719
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.14M
|
–
|
–
|
–
|
|
|
720
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.14M
|
–
|
–
|
–
|
|
|
721
|
ADE LLC
Baltimore,
Maryland
|
$1.13M
|
–
|
–
|
–
|
|
|
722
|
Wealth Architects
Mountain View,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
723
|
Wipfli Financial Advisors
Milwaukee,
Wisconsin
|
$1.12M
|
–
|
–
|
–
|
|
|
724
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.12M
|
-$27K
|
-630
|
-2%
|
|
|
725
|
Millennium Management
New York
|
$1.11M
|
+$609K
|
+14,238
|
+121%
|
|
