|
701
|
Aveo Capital Partners
Englewood,
Colorado
|
$936K
|
-$199K
|
-2,440
|
-17%
|
|
|
702
|
Jasper Ridge Partners
Menlo Park,
California
|
$936K
|
–
|
–
|
–
|
|
|
703
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$935K
|
-$28.1K
|
-344
|
-3%
|
|
|
704
|
Benjamin Edwards Inc
Clayton,
Missouri
|
$931K
|
+$223K
|
+2,728
|
+30%
|
|
|
705
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$930K
|
–
|
–
|
–
|
|
|
706
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$925K
|
-$451K
|
-5,517
|
-32%
|
|
|
707
|
Coastline Trust
Providence,
Rhode Island
|
$922K
|
-$309K
|
-3,780
|
-25%
|
|
|
708
|
SMI Advisory Services
Columbus,
Indiana
|
$914K
|
+$191K
|
+2,337
|
+26%
|
|
|
709
|
ProVise Management Group
Clearwater,
Florida
|
$903K
|
+$208K
|
+2,548
|
+29%
|
|
|
710
|
TFC Financial Management
Boston,
Massachusetts
|
$899K
|
-$13.3K
|
-163
|
-1%
|
|
|
711
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$899K
|
+$135K
|
+1,656
|
+17%
|
|
|
712
|
Norway Savings Bank
Portland,
Maine
|
$895K
|
-$11.4K
|
-140
|
-1%
|
|
|
713
|
Belpointe Asset Management
Reno,
Nevada
|
$885K
|
-$271K
|
-3,316
|
-23%
|
|
|
714
|
Patron Partners
Houston,
Texas
|
$877K
|
-$302K
|
-3,695
|
-25%
|
|
|
715
|
WealthShield Partners
Cary,
North Carolina
|
$876K
|
–
|
–
|
–
|
|
|
716
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$865K
|
-$51.2K
|
-627
|
-5%
|
|
|
717
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$864K
|
+$117K
|
+1,429
|
+15%
|
|
|
718
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$863K
|
+$27.8K
|
+340
|
+3%
|
|
|
719
|
Red Tortoise LLC
Atlanta,
Georgia
|
$854K
|
-$216K
|
-2,647
|
-20%
|
|
|
720
|
Colony Family Offices
Charlotte,
North Carolina
|
$844K
|
–
|
–
|
–
|
|
|
721
|
Hills Bank & Trust
North Liberty,
Iowa
|
$843K
|
-$338K
|
-4,139
|
-28%
|
|
|
722
|
Affiance Financial
St. Louis Park,
Minnesota
|
$840K
|
-$2.73M
|
-33,399
|
-76%
|
|
|
723
|
Good Life Advisors
Reading,
Pennsylvania
|
$839K
|
+$42.5K
|
+520
|
+5%
|
|
|
724
|
IHT Wealth Management
Chicago,
Illinois
|
$837K
|
+$53.8K
|
+658
|
+7%
|
|
|
725
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$834K
|
-$137K
|
-1,672
|
-14%
|
|
