|
701
|
Forum Financial Management
Lombard,
Illinois
|
$1.23M
|
–
|
–
|
–
|
|
|
702
|
Moody National Bank Trust Division
Galveston,
Texas
|
$1.23M
|
-$943K
|
-3,226
|
-44%
|
|
|
703
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.22M
|
+$412K
|
+1,411
|
+53%
|
|
|
704
|
|
$1.22M
|
-$147K
|
-503
|
-11%
|
|
|
705
|
Meeder Advisory Services
Dublin,
Ohio
|
$1.21M
|
+$18.1K
|
+62
|
+2%
|
|
|
706
|
SageView Advisory Group
Newport Beach,
California
|
$1.21M
|
+$920K
|
+3,148
|
+355%
|
|
|
707
|
Pinnacle Associates
New York
|
$1.21M
|
+$51.7K
|
+177
|
+5%
|
|
|
708
|
V-Square Quantitative Management
Chicago,
Illinois
|
$1.2M
|
+$374K
|
+1,279
|
+47%
|
|
|
709
|
Aries Wealth Management
Portland,
Maine
|
$1.2M
|
-$17.5K
|
-60
|
-1%
|
|
|
710
|
CSS LLC
Chicago,
Illinois
|
$1.2M
|
+$29.2K
|
+100
|
+3%
|
|
|
711
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.19M
|
+$66.3K
|
+227
|
+6%
|
|
|
712
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$1.19M
|
-$149K
|
-511
|
-11%
|
|
|
713
|
Portside Wealth Group
Provo,
Utah
|
$1.18M
|
-$148K
|
-506
|
-11%
|
|
|
714
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.18M
|
+$239K
|
+817
|
+26%
|
|
|
715
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.18M
|
-$25.4K
|
-87
|
-2%
|
|
|
716
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$1.18M
|
-$10.7M
|
-36,459
|
-90%
|
|
|
717
|
Wealth Advisors of Tampa Bay
Tampa,
Florida
|
$1.17M
|
-$1.11M
|
-3,800
|
-49%
|
|
|
718
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.17M
|
-$4.97K
|
-17
|
-0.4%
|
|
|
719
|
Roundview Capital
Princeton,
New Jersey
|
$1.17M
|
-$28.3K
|
-97
|
-2%
|
|
|
720
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$1.17M
|
+$86.8K
|
+297
|
+9%
|
|
|
721
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.16M
|
+$541K
|
+1,851
|
+92%
|
|
|
722
|
Westover Capital Advisors
Wilmington,
Delaware
|
$1.16M
|
-$17.8K
|
-61
|
-2%
|
|
|
723
|
SFMG Wealth Advisors
Plano,
Texas
|
$1.15M
|
+$1.46K
|
+5
|
+0.1%
|
|
|
724
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.15M
|
+$804K
|
+2,751
|
+249%
|
|
|
725
|
Qtron Investments
Boston,
Massachusetts
|
$1.15M
|
-$157K
|
-538
|
-12%
|
|
