|
201
|
One Day In July LLC
Burlington,
Vermont
|
$10.4M
|
-$389K
|
-5,163
|
-4%
|
|
|
202
|
Darrow Company
Needham,
Massachusetts
|
$10.4M
|
+$95.8K
|
+1,271
|
+0.9%
|
|
|
203
|
Resource Planning Group
Atlanta,
Georgia
|
$10.4M
|
+$424K
|
+5,626
|
+4%
|
|
|
204
|
HeadInvest LLC
Portland,
Maine
|
$10.4M
|
+$15.8K
|
+210
|
+0.2%
|
|
|
205
|
SigFig Wealth Management
San Francisco,
California
|
$10.3M
|
-$240K
|
-3,186
|
-2%
|
|
|
206
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$10.3M
|
+$10.3M
|
+136,594
|
New
|
|
|
207
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$10.1M
|
-$3.09M
|
-41,030
|
-23%
|
|
|
208
|
Leavell Investment Management
Mobile,
Alabama
|
$10.1M
|
-$608K
|
-8,064
|
-6%
|
|
|
209
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$10.1M
|
+$1.37M
|
+18,175
|
+16%
|
|
|
210
|
Comerica Securities
Detroit,
Michigan
|
$9.96M
|
-$1.21M
|
-16,099
|
-11%
|
|
|
211
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$9.94M
|
+$1.91M
|
+25,341
|
+24%
|
|
|
212
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$9.92M
|
-$4.49M
|
-59,561
|
-31%
|
|
|
213
|
HB Wealth Management
Atlanta,
Georgia
|
$9.77M
|
+$54.5K
|
+723
|
+0.6%
|
|
|
214
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$9.74M
|
-$3.4M
|
-45,117
|
-26%
|
|
|
215
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$9.66M
|
-$895K
|
-11,877
|
-8%
|
|
|
216
|
NewEdge Advisors
New Orleans,
Louisiana
|
$9.59M
|
-$240K
|
-3,188
|
-2%
|
|
|
217
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$9.55M
|
+$587K
|
+7,782
|
+7%
|
|
|
218
|
Tillman Hartley LLC
Denver,
Colorado
|
$9.44M
|
-$146K
|
-1,935
|
-2%
|
|
|
219
|
Parker Financial
Silverdale,
Washington
|
$9.4M
|
+$401K
|
+5,326
|
+4%
|
|
|
220
|
Scotia Capital
Toronto,
Ontario, Canada
|
$9.2M
|
+$904K
|
+11,988
|
+11%
|
|
|
221
|
SouthState Corp
Winter Haven,
Florida
|
$9.18M
|
+$27.1K
|
+359
|
+0.3%
|
|
|
222
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.17M
|
+$9.19M
|
+121,960
|
New
|
|
|
223
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$9.11M
|
-$133K
|
-1,766
|
-1%
|
|
|
224
|
Exeter Financial
Scottsdale,
Arizona
|
$8.99M
|
+$91K
|
+1,207
|
+1%
|
|
|
225
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.93M
|
-$125K
|
-1,659
|
-1%
|
|
