|
401
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.22M
|
+$52.7K
|
+684
|
+5%
|
|
|
402
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.22M
|
+$699K
|
+9,070
|
+150%
|
|
|
403
|
First Horizon Corporation
Memphis,
Tennessee
|
$1.2M
|
-$7.09K
|
-92
|
-0.6%
|
|
|
404
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$1.2M
|
+$579K
|
+7,512
|
+102%
|
|
|
405
|
American Century Companies
Kansas City,
Missouri
|
$1.2M
|
-$46.6K
|
-604
|
-4%
|
|
|
406
|
Raymond James Trust
St. Petersburg,
Florida
|
$1.19M
|
+$319K
|
+4,144
|
+39%
|
|
|
407
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.18M
|
+$74.8K
|
+970
|
+7%
|
|
|
408
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$1.18M
|
–
|
–
|
–
|
|
|
409
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$1.17M
|
+$660K
|
+8,560
|
+143%
|
|
|
410
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.16M
|
-$13K
|
-168
|
-1%
|
|
|
411
|
Allred Capital Management
Dallas,
Texas
|
$1.14M
|
-$8.79K
|
-114
|
-0.8%
|
|
|
412
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$1.14M
|
+$1.09M
|
+14,174
|
New
|
|
|
413
|
Schafer Cullen Capital Management
New York
|
$1.14M
|
+$1.09M
|
+14,138
|
New
|
|
|
414
|
Aveo Capital Partners
Englewood,
Colorado
|
$1.13M
|
+$168K
|
+2,174
|
+18%
|
|
|
415
|
Evercore Wealth Management
New York
|
$1.13M
|
-$16.5K
|
-214
|
-2%
|
|
|
416
|
Kanawha Capital Management
Richmond,
Virginia
|
$1.13M
|
-$1.7K
|
-22
|
-0.2%
|
|
|
417
|
Signature Wealth Management Partners
Montvale,
New Jersey
|
$1.12M
|
+$1.07M
|
+13,920
|
New
|
|
|
418
|
LifePro Asset Management
San Diego,
California
|
$1.12M
|
+$1.07M
|
+13,912
|
New
|
|
|
419
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.1M
|
+$50.6K
|
+656
|
+5%
|
|
|
420
|
Institute for Wealth Management
Denver,
Colorado
|
$1.09M
|
+$73.4K
|
+952
|
+8%
|
|
|
421
|
Summit Place Financial Advisors
Summit,
New Jersey
|
$1.08M
|
-$297K
|
-3,850
|
-22%
|
|
|
422
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.08M
|
+$95.8K
|
+1,242
|
+10%
|
|
|
423
|
Source Financial Advisors
New York
|
$1.08M
|
+$1.03M
|
+13,412
|
New
|
|
|
424
|
Nomura Asset Management
Tokyo,
Japan
|
$1.06M
|
+$385K
|
+5,000
|
+61%
|
|
|
425
|
People's United Financial
Bridgeport,
Connecticut
|
$1.06M
|
-$6.63K
|
-86
|
-0.6%
|
|
