|
676
|
Advisor OS
Chicago,
Illinois
|
$914K
|
+$64.7K
|
+98
|
+9%
|
|
|
677
|
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
|
$913K
|
+$5.28K
|
+8
|
+0.7%
|
|
|
678
|
Fidelis Capital Partners
Tampa,
Florida
|
$908K
|
+$342K
|
+518
|
+76%
|
|
|
679
|
Sunpointe
St. Louis,
Missouri
|
$908K
|
+$792K
|
+1,199
|
New
|
|
|
680
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$903K
|
+$788K
|
+1,193
|
New
|
|
|
681
|
DF Dent & Co
Baltimore,
Maryland
|
$902K
|
+$199K
|
+301
|
+34%
|
|
|
682
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$901K
|
+$786K
|
+1,191
|
New
|
|
|
683
|
FRG Family Wealth Advisors
Bellevue,
Washington
|
$886K
|
–
|
–
|
–
|
|
|
684
|
Dillon & Associates
Jackson,
Michigan
|
$886K
|
+$46.2K
|
+70
|
+6%
|
|
|
685
|
Great Lakes Retirement
Sandusky,
Ohio
|
$885K
|
+$82.5K
|
+125
|
+12%
|
|
|
686
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$885K
|
+$75.3K
|
+114
|
+11%
|
|
|
687
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$873K
|
+$544K
|
+824
|
+250%
|
|
|
688
|
Schroder Investment Management Group
London,
United Kingdom
|
$873K
|
-$52.2K
|
-79
|
-6%
|
|
|
689
|
Martin Investment Management
Palm Beach Gardens,
Florida
|
$873K
|
-$6.6K
|
-10
|
-0.9%
|
|
|
690
|
EP Wealth Advisors
Torrance,
California
|
$869K
|
-$359K
|
-543
|
-32%
|
|
|
691
|
Glenview Trust
Louisville,
Kentucky
|
$860K
|
+$125K
|
+189
|
+20%
|
|
|
692
|
First Pacific Financial
Vancouver,
Washington
|
$855K
|
-$18.5K
|
-28
|
-2%
|
|
|
693
|
GeoWealth Management
Chicago,
Illinois
|
$854K
|
+$745K
|
+1,128
|
New
|
|
|
694
|
Continuum Advisory
Eagle,
Idaho
|
$852K
|
-$14.5K
|
-22
|
-2%
|
|
|
695
|
China Universal Asset Management Company
Shanghai,
China
|
$850K
|
-$99K
|
-150
|
-12%
|
|
|
696
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$849K
|
+$5.94K
|
+9
|
+0.8%
|
|
|
697
|
West Family Investments
Carlsbad,
California
|
$844K
|
–
|
–
|
–
|
|
|
698
|
Portside Wealth Group
Provo,
Utah
|
$843K
|
+$13.9K
|
+21
|
+2%
|
|
|
699
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$841K
|
+$111K
|
+168
|
+18%
|
|
|
700
|
Bank of Stockton
Stockton,
California
|
$835K
|
+$172K
|
+260
|
+31%
|
|
