|
326
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$861K
|
–
|
–
|
–
|
|
|
327
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$834K
|
–
|
–
|
–
|
|
|
328
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$827K
|
+$396K
|
+7,542
|
+96%
|
|
|
329
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$822K
|
–
|
–
|
–
|
|
|
330
|
Perigon Wealth Management
San Francisco,
California
|
$822K
|
+$439K
|
+8,371
|
+112%
|
|
|
331
|
Warwick Investment Management
Bryan,
Texas
|
$822K
|
+$3.41K
|
+65
|
+0.4%
|
|
|
332
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$818K
|
-$5.77K
|
-110
|
-0.7%
|
|
|
333
|
Rollins Financial Advisors
New York City,
New York
|
$803K
|
-$38.8K
|
-740
|
-5%
|
|
|
334
|
Commerce Bank
Kansas City,
Missouri
|
$798K
|
-$98.4K
|
-1,875
|
-11%
|
|
|
335
|
Advisory Services & Investments
Bend,
Oregon
|
$796K
|
-$14.8K
|
-282
|
-2%
|
|
|
336
|
Falcon Wealth Planning
Ontario,
California
|
$795K
|
-$9.91K
|
-189
|
-1%
|
|
|
337
|
Waverly Advisors
Birmingham,
Alabama
|
$788K
|
+$25.3K
|
+483
|
+3%
|
|
|
338
|
Rockefeller Capital Management
New York
|
$778K
|
+$18.1K
|
+345
|
+2%
|
|
|
339
|
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
|
$773K
|
–
|
–
|
–
|
|
|
340
|
United Capital Financial Advisors
Irving,
Texas
|
$768K
|
-$320K
|
-6,096
|
-29%
|
|
|
341
|
Capital Investment Advisors
Atlanta,
Georgia
|
$759K
|
–
|
–
|
–
|
|
|
342
|
KeyBank National Association
Cleveland,
Ohio
|
$751K
|
–
|
–
|
–
|
|
|
343
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$735K
|
-$41.6K
|
-793
|
-5%
|
|
|
344
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$725K
|
–
|
–
|
–
|
|
|
345
|
Summit Trail Advisors
New York
|
$724K
|
+$732K
|
+13,958
|
New
|
|
|
346
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$723K
|
–
|
–
|
–
|
|
|
347
|
Olistico Wealth
Tulsa,
Oklahoma
|
$719K
|
-$20.9K
|
-398
|
-3%
|
|
|
348
|
Clayton Financial Group
St. Louis,
Missouri
|
$710K
|
+$148K
|
+2,827
|
+28%
|
|
|
349
|
Signet Financial Management
Parsippany,
New Jersey
|
$708K
|
-$10.5K
|
-200
|
-1%
|
|
|
350
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$702K
|
+$57.2K
|
+1,091
|
+9%
|
|
