|
701
|
Source Financial Advisors
New York
|
$3.87M
|
-$140K
|
-1,475
|
-4%
|
|
|
702
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$3.86M
|
+$81.5K
|
+856
|
+2%
|
|
|
703
|
Leuthold Group
Minneapolis,
Minnesota
|
$3.85M
|
+$311K
|
+3,268
|
+9%
|
|
|
704
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$3.84M
|
-$366K
|
-3,848
|
-9%
|
|
|
705
|
Grove Bank & Trust
Miami,
Florida
|
$3.84M
|
+$2.19M
|
+23,000
|
+147%
|
|
|
706
|
First Trust Advisors
Wheaton,
Illinois
|
$3.76M
|
+$718K
|
+7,546
|
+25%
|
|
|
707
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$3.75M
|
+$3.59M
|
+37,738
|
New
|
|
|
708
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.73M
|
-$362K
|
-3,800
|
-9%
|
|
|
709
|
Atomi Financial Group
New York
|
$3.72M
|
+$1.99M
|
+20,872
|
+126%
|
|
|
710
|
Neuberger Berman Group
New York
|
$3.71M
|
+$2.14M
|
+22,463
|
+151%
|
|
|
711
|
Waycross Partners
Louisville,
Kentucky
|
$3.68M
|
+$3.53M
|
+37,110
|
New
|
|
|
712
|
Patten Group
Chattanooga,
Tennessee
|
$3.68M
|
-$313K
|
-3,286
|
-8%
|
|
|
713
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.68M
|
+$56.5K
|
+594
|
+2%
|
|
|
714
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$3.66M
|
+$3.22M
|
+33,855
|
+1,103%
|
|
|
715
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$3.65M
|
+$831K
|
+8,731
|
+31%
|
|
|
716
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$3.59M
|
-$419K
|
-4,402
|
-11%
|
|
|
717
|
Coastline Trust
Providence,
Rhode Island
|
$3.57M
|
+$1.8M
|
+18,941
|
+112%
|
|
|
718
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.56M
|
+$870K
|
+9,142
|
+34%
|
|
|
719
|
Curi Wealth Management
Raleigh,
North Carolina
|
$3.53M
|
+$2.14M
|
+22,522
|
+173%
|
|
|
720
|
Bennett Associates Wealth Management
Butler,
Pennsylvania
|
$3.48M
|
+$3.34M
|
+35,105
|
New
|
|
|
721
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$3.48M
|
+$290K
|
+3,049
|
+10%
|
|
|
722
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$3.48M
|
+$3.26M
|
+34,271
|
+4,563%
|
|
|
723
|
PFG Investments
Woodbury,
New York
|
$3.48M
|
+$2.38K
|
+25
|
+0.1%
|
|
|
724
|
Donaldson Capital Management
Evansville,
Indiana
|
$3.45M
|
+$693K
|
+7,279
|
+27%
|
|
|
725
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3.44M
|
-$448K
|
-4,704
|
-12%
|
|
