|
751
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$680K
|
+$43.1K
|
+1,500
|
+7%
|
|
|
752
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$678K
|
-$4.48K
|
-156
|
-0.7%
|
|
|
753
|
Summit Securities Group
New York
|
$672K
|
+$638K
|
+22,200
|
New
|
|
|
754
|
Unified Trust Company
Lexington,
Kentucky
|
$671K
|
-$17.7K
|
-615
|
-3%
|
|
|
755
|
CPWM LLC
Seattle,
Washington
|
$671K
|
+$2.84K
|
+99
|
+0.4%
|
|
|
756
|
Syverson Strege & Co
West Des Moines,
Iowa
|
$671K
|
+$637K
|
+22,188
|
New
|
|
|
757
|
UMB Bank
Kansas City,
Missouri
|
$668K
|
-$169K
|
-5,868
|
-21%
|
|
|
758
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$668K
|
–
|
–
|
–
|
|
|
759
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$667K
|
–
|
–
|
–
|
|
|
760
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$666K
|
+$689
|
+24
|
+0.1%
|
|
|
761
|
Diversified Trust
Memphis,
Tennessee
|
$664K
|
-$104K
|
-3,618
|
-14%
|
|
|
762
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$663K
|
-$418K
|
-14,550
|
-40%
|
|
|
763
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$663K
|
-$6.89K
|
-240
|
-1%
|
|
|
764
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$660K
|
–
|
–
|
–
|
|
|
765
|
Oakworth Capital
Birmingham,
Alabama
|
$660K
|
–
|
–
|
–
|
|
|
766
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$658K
|
+$31.9K
|
+1,110
|
+5%
|
|
|
767
|
Davidson Trust Company
Seattle,
Washington
|
$657K
|
–
|
–
|
–
|
|
|
768
|
SignatureFD
Atlanta,
Georgia
|
$655K
|
-$177K
|
-6,171
|
-22%
|
|
|
769
|
Mairs & Power Inc
St Paul,
Minnesota
|
$654K
|
–
|
–
|
–
|
|
|
770
|
Cerity Partners OCIO
New York
|
$654K
|
+$126K
|
+4,377
|
+25%
|
|
|
771
|
Valeo Financial Advisors
Carmel,
Indiana
|
$653K
|
-$4.31K
|
-150
|
-0.7%
|
|
|
772
|
Courier Capital
Buffalo,
New York
|
$650K
|
–
|
–
|
–
|
|
|
773
|
Wealthspire Advisors (New York)
New York
|
$650K
|
+$192K
|
+6,681
|
+45%
|
|
|
774
|
Pearl River Capital
Niles,
Michigan
|
$648K
|
+$615K
|
+21,414
|
New
|
|
|
775
|
Corient Capital Partners
Newport Beach,
California
|
$647K
|
+$60.2K
|
+2,097
|
+11%
|
|
