|
901
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$625K
|
+$5.22K
|
+24
|
+1%
|
|
|
902
|
Institute for Wealth Management
Denver,
Colorado
|
$624K
|
–
|
–
|
–
|
|
|
903
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$621K
|
+$567K
|
+2,609
|
New
|
|
|
904
|
Colonial River Investments
Midlothian,
Virginia
|
$620K
|
+$13.9K
|
+64
|
+3%
|
|
|
905
|
Dodge & Cox
San Francisco,
California
|
$617K
|
–
|
–
|
–
|
|
|
906
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$616K
|
+$62.8K
|
+289
|
+13%
|
|
|
907
|
Keel Point
Huntsville,
Alabama
|
$616K
|
+$123K
|
+564
|
+28%
|
|
|
908
|
RB Capital Management
Reno,
Nevada
|
$614K
|
-$8.04K
|
-37
|
-1%
|
|
|
909
|
PDS Planning
Dublin,
Ohio
|
$614K
|
+$48.5K
|
+223
|
+9%
|
|
|
910
|
Third View Private Wealth
Westport,
Connecticut
|
$610K
|
+$90.4K
|
+416
|
+19%
|
|
|
911
|
Grove Bank & Trust
Miami,
Florida
|
$607K
|
+$54.3K
|
+250
|
+11%
|
|
|
912
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$605K
|
-$214K
|
-985
|
-28%
|
|
|
913
|
Penserra Capital Management
Orinda,
California
|
$605K
|
-$9.35K
|
-43
|
-2%
|
|
|
914
|
Avantax Planning Partners
Dubuque,
Iowa
|
$604K
|
-$1.52K
|
-7
|
-0.3%
|
|
|
915
|
71 West Capital Partners
Boston,
Massachusetts
|
$603K
|
+$126K
|
+581
|
+30%
|
|
|
916
|
Sentry LLC
Memphis,
Tennessee
|
$603K
|
+$217
|
+1
|
+0%
|
|
|
917
|
Meadow Creek Wealth Advisors
Atlanta,
Georgia
|
$599K
|
-$54.1K
|
-249
|
-9%
|
|
|
918
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$598K
|
-$3.59M
|
-16,516
|
-87%
|
|
|
919
|
Keebeck Wealth Management
Chicago,
Illinois
|
$598K
|
+$544K
|
+2,504
|
New
|
|
|
920
|
Koshinski Asset Management
Decatur,
Illinois
|
$597K
|
+$28K
|
+129
|
+5%
|
|
|
921
|
Strategic Financial Concepts
San Antonio,
Texas
|
$592K
|
-$43.5K
|
-200
|
-7%
|
|
|
922
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$592K
|
+$308K
|
+1,419
|
+134%
|
|
|
923
|
Zhang Financial
Portage,
Michigan
|
$592K
|
–
|
–
|
–
|
|
|
924
|
Westwood Holdings Group
Dallas,
Texas
|
$591K
|
+$540K
|
+2,483
|
New
|
|
|
925
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$590K
|
-$21.3K
|
-98
|
-4%
|
|
