|
651
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$829K
|
+$204K
|
+2,319
|
+33%
|
|
|
652
|
Insight Advisors
Newtown,
Pennsylvania
|
$829K
|
+$827K
|
+9,401
|
New
|
|
|
653
|
Transcend Capital Advisors
Madison,
New Jersey
|
$828K
|
–
|
–
|
–
|
|
|
654
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$826K
|
+$824K
|
+9,366
|
New
|
|
|
655
|
Colorado Capital Management
Boulder,
Colorado
|
$819K
|
-$136K
|
-1,541
|
-14%
|
|
|
656
|
TFC Financial Management
Boston,
Massachusetts
|
$815K
|
+$333K
|
+3,785
|
+69%
|
|
|
657
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$814K
|
-$19.8K
|
-225
|
-2%
|
|
|
658
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$813K
|
-$10K
|
-114
|
-1%
|
|
|
659
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$810K
|
+$528K
|
+5,996
|
+188%
|
|
|
660
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$808K
|
+$555K
|
+6,310
|
+221%
|
|
|
661
|
Sovereign Financial Group
Stamford,
Connecticut
|
$807K
|
+$805K
|
+9,146
|
New
|
|
|
662
|
Friedenthal Financial
Marlton,
New Jersey
|
$805K
|
–
|
–
|
–
|
|
|
663
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$797K
|
-$247K
|
-2,804
|
-24%
|
|
|
664
|
Bruderman Asset Management
Locust Valley,
New York
|
$797K
|
-$33.4K
|
-380
|
-4%
|
|
|
665
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$794K
|
-$386K
|
-4,391
|
-33%
|
|
|
666
|
ProVise Management Group
Clearwater,
Florida
|
$793K
|
–
|
–
|
–
|
|
|
667
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$784K
|
-$1.5M
|
-16,991
|
-66%
|
|
|
668
|
Canandaigua National Corp
Canandaigua,
New York
|
$783K
|
-$21.2K
|
-241
|
-3%
|
|
|
669
|
Madison Wealth Management
Cincinnati,
Ohio
|
$763K
|
–
|
–
|
–
|
|
|
670
|
Bull Street Advisors
Savannah,
Georgia
|
$759K
|
+$18K
|
+205
|
+2%
|
|
|
671
|
Csenge Advisory Group
Clearwater,
Florida
|
$758K
|
-$8.71K
|
-99
|
-1%
|
|
|
672
|
Red Cedar Investment Management
Grand Rapids,
Michigan
|
$757K
|
+$245K
|
+2,782
|
+48%
|
|
|
673
|
KeyBank National Association
Cleveland,
Ohio
|
$747K
|
-$60.4K
|
-686
|
-7%
|
|
|
674
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$740K
|
–
|
–
|
–
|
|
|
675
|
Pacific Center for Financial Services
San Ramon,
California
|
$737K
|
-$160K
|
-1,819
|
-18%
|
|
