|
601
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$734K
|
+$128K
|
+1,024
|
+22%
|
|
|
602
|
SouthState Corp
Winter Haven,
Florida
|
$733K
|
–
|
–
|
–
|
|
|
603
|
Loveless Wealth Management
Billings,
Montana
|
$731K
|
-$18.7K
|
-150
|
-3%
|
|
|
604
|
Latitude Advisors
Vero Beach,
Florida
|
$726K
|
+$266K
|
+2,129
|
+60%
|
|
|
605
|
NorthRock Partners
Minneapolis,
Minnesota
|
$716K
|
-$332K
|
-2,658
|
-32%
|
|
|
606
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$716K
|
–
|
–
|
–
|
|
|
607
|
Northeast Financial Consultants
Westport,
Connecticut
|
$712K
|
–
|
–
|
–
|
|
|
608
|
Trinity Legacy Partners
Houston,
Texas
|
$709K
|
+$18.2K
|
+146
|
+3%
|
|
|
609
|
Dowling & Yahnke
San Diego,
California
|
$705K
|
+$6K
|
+48
|
+0.9%
|
|
|
610
|
Bailard
Foster City,
California
|
$700K
|
–
|
–
|
–
|
|
|
611
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$700K
|
+$683K
|
+5,464
|
New
|
|
|
612
|
SFMG Wealth Advisors
Plano,
Texas
|
$699K
|
+$375
|
+3
|
+0.1%
|
|
|
613
|
Versant Capital Management
Phoenix,
Arizona
|
$695K
|
–
|
–
|
–
|
|
|
614
|
Wealthfront Advisers
Palo Alto,
California
|
$695K
|
+$48K
|
+384
|
+8%
|
|
|
615
|
Donald L. Hagan LLC
Sarasota,
Florida
|
$688K
|
–
|
–
|
–
|
|
|
616
|
Evermay Wealth Management
Arlington,
Virginia
|
$686K
|
–
|
–
|
–
|
|
|
617
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$683K
|
+$3.5K
|
+28
|
+0.5%
|
|
|
618
|
Legacy Wealth Planning
Reno,
Nevada
|
$681K
|
+$395K
|
+3,163
|
+147%
|
|
|
619
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$680K
|
-$145K
|
-1,159
|
-18%
|
|
|
620
|
First National Bank of South Miami
South Miami,
Florida
|
$680K
|
–
|
–
|
–
|
|
|
621
|
Guerra Pan Advisors
Montclair,
New Jersey
|
$679K
|
–
|
–
|
–
|
|
|
622
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$679K
|
–
|
–
|
–
|
|
|
623
|
Parcion Private Wealth
Bellevue,
Washington
|
$678K
|
–
|
–
|
–
|
|
|
624
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$677K
|
+$1K
|
+8
|
+0.2%
|
|
|
625
|
Curi RMB Capital
Chicago,
Illinois
|
$676K
|
+$68.8K
|
+551
|
+12%
|
|
