|
801
|
Weitzel Financial Services
Dubuque,
Iowa
|
$683K
|
-$3.66K
|
-43
|
-0.5%
|
|
|
802
|
Claro Advisors
Boston,
Massachusetts
|
$682K
|
-$197K
|
-2,314
|
-22%
|
|
|
803
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$681K
|
+$256
|
+3
|
+0%
|
|
|
804
|
Procyon Advisors
Shelton,
Connecticut
|
$680K
|
-$241K
|
-2,834
|
-26%
|
|
|
805
|
KeyBank National Association
Cleveland,
Ohio
|
$677K
|
-$74.9K
|
-879
|
-10%
|
|
|
806
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$673K
|
+$677K
|
+7,945
|
New
|
|
|
807
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$669K
|
+$673K
|
+7,903
|
New
|
|
|
808
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$665K
|
+$75K
|
+880
|
+13%
|
|
|
809
|
Lion Street Advisors
Austin,
Texas
|
$664K
|
-$256
|
-3
|
-0%
|
|
|
810
|
Anchor Investment Management
Columbia,
South Carolina
|
$658K
|
+$632K
|
+7,424
|
+2,152%
|
|
|
811
|
Bessemer Group
Woodbridge,
New Jersey
|
$656K
|
-$102K
|
-1,196
|
-13%
|
|
|
812
|
TCI Wealth Advisors
Tucson,
Arizona
|
$656K
|
+$36.9K
|
+433
|
+6%
|
|
|
813
|
Fisher Asset Management
Camas,
Washington
|
$656K
|
+$434K
|
+5,095
|
+192%
|
|
|
814
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$651K
|
+$11.6K
|
+136
|
+2%
|
|
|
815
|
Golden State Wealth Management
Santa Ana,
California
|
$649K
|
-$42.5K
|
-499
|
-6%
|
|
|
816
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$648K
|
-$541K
|
-6,352
|
-45%
|
|
|
817
|
Creative Financial Designs
Kokomo,
Indiana
|
$648K
|
+$360K
|
+4,228
|
+124%
|
|
|
818
|
Palladium Partners
Norfolk,
Virginia
|
$642K
|
-$36.1K
|
-424
|
-5%
|
|
|
819
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$641K
|
+$852
|
+10
|
+0.1%
|
|
|
820
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$641K
|
+$57.7K
|
+678
|
+10%
|
|
|
821
|
AllSquare Wealth Management
Albany,
New York
|
$635K
|
-$95.7K
|
-1,124
|
-13%
|
|
|
822
|
Running Point Capital Advisors
El Segundo,
California
|
$628K
|
-$1.96M
|
-23,003
|
-76%
|
|
|
823
|
Access Financial Services
Minneapolis,
Minnesota
|
$628K
|
+$4.94K
|
+58
|
+0.8%
|
|
|
824
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$619K
|
+$16.7K
|
+196
|
+3%
|
|
|
825
|
Patten Group
Chattanooga,
Tennessee
|
$614K
|
+$393K
|
+4,613
|
+175%
|
|
