|
676
|
KeyBank National Association
Cleveland,
Ohio
|
$840K
|
–
|
–
|
–
|
|
|
677
|
ORG Wealth Partners
Dallas,
Texas
|
$840K
|
-$41.9K
|
-610
|
-5%
|
|
|
678
|
ORG Partners
Roanoke,
Indiana
|
$840K
|
-$20.1K
|
-292
|
-2%
|
|
|
679
|
Gilbert Capital Group
North Yarmouth,
Maine
|
$835K
|
+$50.3K
|
+731
|
+6%
|
|
|
680
|
Insight Wealth Strategies
San Ramon,
California
|
$829K
|
-$756
|
-11
|
-0.1%
|
|
|
681
|
Coldstream Capital Management
Bellevue,
Washington
|
$828K
|
+$132K
|
+1,921
|
+19%
|
|
|
682
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$825K
|
-$41.9K
|
-610
|
-5%
|
|
|
683
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$821K
|
+$275
|
+4
|
+0%
|
|
|
684
|
Caprock Group
Boise,
Idaho
|
$817K
|
+$113K
|
+1,639
|
+16%
|
|
|
685
|
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
|
$815K
|
+$347K
|
+5,043
|
+75%
|
|
|
686
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$811K
|
-$18.4K
|
-267
|
-2%
|
|
|
687
|
Montis Financial
Waltham,
Massachusetts
|
$809K
|
+$12.2K
|
+177
|
+2%
|
|
|
688
|
International Assets Investment Management
Orlando,
Florida
|
$806K
|
-$118K
|
-1,711
|
-13%
|
|
|
689
|
Compass Financial Services
West Des Moines,
Iowa
|
$806K
|
+$1.86K
|
+27
|
+0.2%
|
|
|
690
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$805K
|
-$4.95K
|
-72
|
-0.6%
|
|
|
691
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$800K
|
+$69
|
+1
|
+0%
|
|
|
692
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$786K
|
+$126K
|
+1,834
|
+20%
|
|
|
693
|
Financial Network Wealth Management
Draper,
Utah
|
$786K
|
-$3.44K
|
-50
|
-0.4%
|
|
|
694
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$786K
|
+$8.04K
|
+117
|
+1%
|
|
|
695
|
Focus Financial Network
Minneapolis,
Minnesota
|
$784K
|
-$89.5K
|
-1,302
|
-10%
|
|
|
696
|
LifePlan Financial
Mankato,
Minnesota
|
$775K
|
-$24.5K
|
-357
|
-3%
|
|
|
697
|
Ayrshire Capital Management
Westport,
Connecticut
|
$773K
|
+$210K
|
+3,058
|
+38%
|
|
|
698
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$765K
|
+$63.1K
|
+918
|
+9%
|
|
|
699
|
Helen Stephens Group
Fort Worth,
Texas
|
$763K
|
-$23.1K
|
-336
|
-3%
|
|
|
700
|
Univest Financial
Souderton,
Pennsylvania
|
$761K
|
+$7.91K
|
+115
|
+1%
|
|
