|
676
|
Jennison Associates
New York
|
$1.08M
|
+$1.08M
|
+11,817
|
New
|
|
|
677
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.07M
|
-$614K
|
-6,704
|
-37%
|
|
|
678
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$1.07M
|
+$655K
|
+7,153
|
+158%
|
|
|
679
|
JBR Co Financial Management
Ardmore,
Oklahoma
|
$1.07M
|
+$1.07M
|
+11,672
|
New
|
|
|
680
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.05M
|
-$108K
|
-1,183
|
-9%
|
|
|
681
|
Essex Financial Services
Essex,
Connecticut
|
$1.05M
|
-$88K
|
-961
|
-8%
|
|
|
682
|
Rockland Trust
Hanover,
Massachusetts
|
$1.04M
|
+$437K
|
+4,775
|
+72%
|
|
|
683
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$1.03M
|
–
|
–
|
–
|
|
|
684
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$1.03M
|
–
|
–
|
–
|
|
|
685
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.03M
|
+$1.03M
|
+11,241
|
New
|
|
|
686
|
|
$1.01M
|
+$84.2K
|
+919
|
+9%
|
|
|
687
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1M
|
+$1M
|
+10,936
|
New
|
|
|
688
|
Arlington Partners
Birmingham,
Alabama
|
$997K
|
–
|
–
|
–
|
|
|
689
|
Lake Hills Wealth Management
Austin,
Texas
|
$990K
|
-$2.37M
|
-25,874
|
-70%
|
|
|
690
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$981K
|
-$1.33M
|
-14,475
|
-57%
|
|
|
691
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$978K
|
+$978K
|
+10,683
|
New
|
|
|
692
|
Priebe Wealth Holdings
Maple Grove,
Minnesota
|
$961K
|
-$121K
|
-1,325
|
-11%
|
|
|
693
|
Fernwood Investment Management
Quincy,
Massachusetts
|
$959K
|
-$20.1K
|
-219
|
-2%
|
|
|
694
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$959K
|
+$961K
|
+10,488
|
New
|
|
|
695
|
Entruity Wealth
Bakersfield,
California
|
$944K
|
+$946K
|
+10,328
|
New
|
|
|
696
|
Eagle Strategies
New York
|
$943K
|
+$267K
|
+2,914
|
+39%
|
|
|
697
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$940K
|
+$162K
|
+1,771
|
+21%
|
|
|
698
|
Wallace Advisory Group
Lafayette,
California
|
$938K
|
+$444K
|
+4,843
|
+90%
|
|
|
699
|
Waycross Investment Management
Bellingham,
Washington
|
$937K
|
+$152K
|
+1,665
|
+19%
|
|
|
700
|
Capital Planning
Bellevue,
Washington
|
$924K
|
-$170K
|
-1,853
|
-15%
|
|
