|
726
|
Denver PWM
Denver,
Colorado
|
$2.02M
|
-$16.3K
|
-227
|
-0.8%
|
|
|
727
|
Klingman & Associates
New York
|
$2.02M
|
+$35.8K
|
+500
|
+2%
|
|
|
728
|
HoyleCohen
San Diego,
California
|
$2.01M
|
+$57.5K
|
+803
|
+3%
|
|
|
729
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$2.01M
|
+$199K
|
+2,774
|
+11%
|
|
|
730
|
United Bank (Virginia)
Vienna,
Virginia
|
$2M
|
–
|
–
|
–
|
|
|
731
|
Unionview LLC
Seattle,
Washington
|
$1.99M
|
-$45.8K
|
-639
|
-2%
|
|
|
732
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$1.98M
|
-$104K
|
-1,449
|
-5%
|
|
|
733
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$1.97M
|
-$17K
|
-237
|
-0.8%
|
|
|
734
|
CM Wealth Advisors
Beachwood,
Ohio
|
$1.95M
|
-$244K
|
-3,400
|
-11%
|
|
|
735
|
ProVise Management Group
Clearwater,
Florida
|
$1.95M
|
-$105K
|
-1,464
|
-5%
|
|
|
736
|
Welch & Forbes
Boston,
Massachusetts
|
$1.93M
|
-$7.52K
|
-105
|
-0.4%
|
|
|
737
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$1.92M
|
–
|
–
|
–
|
|
|
738
|
Atlas Brown
Louisville,
Kentucky
|
$1.92M
|
+$15.6K
|
+218
|
+0.8%
|
|
|
739
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.92M
|
+$106K
|
+1,486
|
+6%
|
|
|
740
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.92M
|
-$70.6K
|
-986
|
-3%
|
|
|
741
|
Smith Anglin Financial
Dallas,
Texas
|
$1.91M
|
-$106K
|
-1,485
|
-5%
|
|
|
742
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.91M
|
+$170K
|
+2,377
|
+9%
|
|
|
743
|
Congress Asset Management
Boston,
Massachusetts
|
$1.9M
|
–
|
–
|
–
|
|
|
744
|
Private Wealth Advisors (California)
Fresno,
California
|
$1.9M
|
-$8.45K
|
-118
|
-0.4%
|
|
|
745
|
Nuveen
Charlotte,
North Carolina
|
$1.9M
|
-$623K
|
-8,699
|
-24%
|
|
|
746
|
NBC Securities
Birmingham,
Alabama
|
$1.89M
|
+$1.97M
|
+27,477
|
New
|
|
|
747
|
BigSur Wealth Management
Miami,
Florida
|
$1.88M
|
–
|
–
|
–
|
|
|
748
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.88M
|
-$24.9K
|
-348
|
-1%
|
|
|
749
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.88M
|
-$30.9K
|
-432
|
-2%
|
|
|
750
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.85M
|
+$715K
|
+9,985
|
+59%
|
|
