|
601
|
SimplyRich
Carlsbad,
California
|
$1.07M
|
–
|
–
|
–
|
|
|
602
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.07M
|
-$13.7K
|
-184
|
-1%
|
|
|
603
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.07M
|
-$21.8K
|
-294
|
-2%
|
|
|
604
|
TKG Advisors
Valparaiso,
Indiana
|
$1.06M
|
-$14.5K
|
-195
|
-1%
|
|
|
605
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.06M
|
+$27.5K
|
+370
|
+3%
|
|
|
606
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.06M
|
–
|
–
|
–
|
|
|
607
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.05M
|
+$4.38K
|
+59
|
+0.4%
|
|
|
608
|
DB Fitzpatrick & Co
Boise,
Idaho
|
$1.05M
|
-$520K
|
-7,003
|
-34%
|
|
|
609
|
Montag & Associates
Atlanta,
Georgia
|
$1.04M
|
–
|
–
|
–
|
|
|
610
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$1.04M
|
–
|
–
|
–
|
|
|
611
|
VeraBank
Henderson,
Texas
|
$1.04M
|
-$15.4K
|
-207
|
-2%
|
|
|
612
|
Wealthspire Advisors (New York)
New York
|
$1.03M
|
+$72.9K
|
+982
|
+8%
|
|
|
613
|
Panagora Asset Management
Boston,
Massachusetts
|
$1.03M
|
+$371
|
+5
|
+0%
|
|
|
614
|
|
$1.03M
|
+$998K
|
+13,439
|
New
|
|
|
615
|
Guinness Atkinson Asset Management
Pasadena,
California
|
$1.03M
|
+$27.9K
|
+376
|
+3%
|
|
|
616
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.02M
|
-$285K
|
-3,834
|
-22%
|
|
|
617
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.02M
|
-$1.22M
|
-16,429
|
-55%
|
|
|
618
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$1.01M
|
-$80K
|
-1,078
|
-8%
|
|
|
619
|
Venturi Wealth Management
Austin,
Texas
|
$1M
|
-$18.1K
|
-244
|
-2%
|
|
|
620
|
Gradient Investments
Arden Hills,
Minnesota
|
$1M
|
-$1.04K
|
-14
|
-0.1%
|
|
|
621
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1M
|
+$8.83K
|
+119
|
+0.9%
|
|
|
622
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$995K
|
+$8.98K
|
+121
|
+0.9%
|
|
|
623
|
|
$988K
|
-$759K
|
-10,220
|
-44%
|
|
|
624
|
Whittier Trust
South Pasadena,
California
|
$985K
|
-$18.2K
|
-245
|
-2%
|
|
|
625
|
Epoch Investment Partners
New York
|
$980K
|
-$73K
|
-984
|
-7%
|
|
