|
626
|
Diversified Trust
Memphis,
Tennessee
|
$693K
|
+$304K
|
+2,196
|
+82%
|
|
|
627
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$689K
|
–
|
–
|
–
|
|
|
628
|
Warwick Investment Management
Bryan,
Texas
|
$689K
|
–
|
–
|
–
|
|
|
629
|
Fusion Family Wealth
Woodbury,
New York
|
$688K
|
+$16.3K
|
+118
|
+3%
|
|
|
630
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$678K
|
–
|
–
|
–
|
|
|
631
|
Portland Global Advisors
Portland,
Maine
|
$675K
|
–
|
–
|
–
|
|
|
632
|
Coordinated Financial Services
Denver,
Colorado
|
$674K
|
+$656K
|
+4,740
|
New
|
|
|
633
|
MGB Wealth Management
Addison,
Texas
|
$672K
|
+$8.45K
|
+61
|
+1%
|
|
|
634
|
Trust Company of Toledo
Holland,
Ohio
|
$671K
|
-$57.6K
|
-416
|
-8%
|
|
|
635
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$669K
|
+$3.74K
|
+27
|
+0.6%
|
|
|
636
|
SVB Wealth
Boston,
Massachusetts
|
$669K
|
-$13.4K
|
-97
|
-2%
|
|
|
637
|
Weatherly Asset Management
Del Mar,
California
|
$667K
|
-$2.91K
|
-21
|
-0.4%
|
|
|
638
|
Brown Brothers Harriman & Co
New York
|
$666K
|
+$13.8K
|
+100
|
+2%
|
|
|
639
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$666K
|
-$1.34M
|
-9,681
|
-67%
|
|
|
640
|
Evermay Wealth Management
Arlington,
Virginia
|
$664K
|
-$15.9K
|
-115
|
-2%
|
|
|
641
|
Prelude Capital Management
New York
|
$664K
|
-$227K
|
-1,642
|
-26%
|
|
|
642
|
Welch Group
Birmingham,
Alabama
|
$662K
|
+$28.1K
|
+203
|
+5%
|
|
|
643
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$659K
|
+$969
|
+7
|
+0.2%
|
|
|
644
|
Keystone Wealth Services
Palm Desert,
California
|
$658K
|
-$11.2K
|
-81
|
-2%
|
|
|
645
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$658K
|
-$177K
|
-1,275
|
-22%
|
|
|
646
|
BIP Wealth
Atlanta,
Georgia
|
$650K
|
–
|
–
|
–
|
|
|
647
|
Connable Office Inc
Kalamazoo,
Michigan
|
$647K
|
+$195K
|
+1,406
|
+45%
|
|
|
648
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$646K
|
-$8.86K
|
-64
|
-1%
|
|
|
649
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$646K
|
–
|
–
|
–
|
|
|
650
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$642K
|
+$626K
|
+4,517
|
New
|
|
