|
426
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$8.17M
|
+$999K
|
+13,570
|
+14%
|
|
|
427
|
Root Financial Partners
Encinitas,
California
|
$8.13M
|
+$1.73M
|
+23,471
|
+27%
|
|
|
428
|
Note Advisors
Buffalo,
New York
|
$8.01M
|
+$546K
|
+7,410
|
+7%
|
|
|
429
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.98M
|
-$2.21M
|
-30,030
|
-22%
|
|
|
430
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$7.97M
|
+$1.32M
|
+17,969
|
+20%
|
|
|
431
|
Financial & Tax Architects
St Louis,
Missouri
|
$7.91M
|
-$884K
|
-11,999
|
-10%
|
|
|
432
|
Prospect Financial Group
Arlington,
Virginia
|
$7.9M
|
+$95.1K
|
+1,292
|
+1%
|
|
|
433
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.88M
|
–
|
–
|
–
|
|
|
434
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$7.84M
|
-$474K
|
-6,444
|
-6%
|
|
|
435
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$7.82M
|
+$6.63M
|
+90,101
|
+600%
|
|
|
436
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$7.67M
|
+$88.1K
|
+1,196
|
+1%
|
|
|
437
|
Aurelius Family Office
Bedford,
New Hampshire
|
$7.67M
|
-$47.7K
|
-648
|
-0.6%
|
|
|
438
|
Commerce Bank
Kansas City,
Missouri
|
$7.64M
|
+$389K
|
+5,287
|
+5%
|
|
|
439
|
Concurrent Investment Advisors
Tampa,
Florida
|
$7.64M
|
-$1.62M
|
-22,061
|
-18%
|
|
|
440
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$7.63M
|
-$160K
|
-2,173
|
-2%
|
|
|
441
|
Matrix Trust Company
Denver,
Colorado
|
$7.52M
|
+$548K
|
+7,437
|
+8%
|
|
|
442
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$7.49M
|
-$1.23M
|
-16,693
|
-14%
|
|
|
443
|
Bouchey Financial Group
Troy,
New York
|
$7.48M
|
-$89K
|
-1,209
|
-1%
|
|
|
444
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$7.47M
|
-$2.52M
|
-34,279
|
-25%
|
|
|
445
|
Commonwealth Retirement Investments
Richmond,
Virginia
|
$7.46M
|
+$455K
|
+6,186
|
+7%
|
|
|
446
|
Rinkey Investments
San Diego,
California
|
$7.39M
|
+$2.44M
|
+33,111
|
+50%
|
|
|
447
|
K2 Financial
Glendora,
California
|
$7.38M
|
+$916K
|
+12,440
|
+14%
|
|
|
448
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7.36M
|
-$456K
|
-6,194
|
-6%
|
|
|
449
|
City State Bank
Norwalk,
Iowa
|
$7.31M
|
-$453K
|
-6,151
|
-6%
|
|
|
450
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$7.3M
|
–
|
–
|
–
|
|
