|
876
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.57M
|
+$1.31M
|
+18,592
|
+831%
|
|
|
877
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.57M
|
-$1.03M
|
-14,511
|
-41%
|
|
|
878
|
Fusion Family Wealth
Woodbury,
New York
|
$1.56M
|
+$141
|
+2
|
+0%
|
|
|
879
|
CX Institutional
Auburn,
Indiana
|
$1.56M
|
-$51.9K
|
-735
|
-3%
|
|
|
880
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.56M
|
+$6.36K
|
+90
|
+0.4%
|
|
|
881
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.56M
|
-$418K
|
-5,917
|
-22%
|
|
|
882
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.55M
|
+$525K
|
+7,428
|
+55%
|
|
|
883
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.55M
|
-$35.3K
|
-500
|
-2%
|
|
|
884
|
VeraBank
Henderson,
Texas
|
$1.54M
|
-$96.2K
|
-1,361
|
-6%
|
|
|
885
|
Davidson Trust Company
Seattle,
Washington
|
$1.54M
|
+$292K
|
+4,130
|
+25%
|
|
|
886
|
HeadInvest LLC
Portland,
Maine
|
$1.54M
|
-$43.8K
|
-620
|
-3%
|
|
|
887
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$1.53M
|
–
|
–
|
–
|
|
|
888
|
Criterion Capital Advisors
Nashville,
Tennessee
|
$1.53M
|
+$1.44M
|
+20,355
|
New
|
|
|
889
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$1.53M
|
-$99.3K
|
-1,405
|
-6%
|
|
|
890
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$1.53M
|
+$450K
|
+6,362
|
+45%
|
|
|
891
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.53M
|
-$55.7K
|
-788
|
-4%
|
|
|
892
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.53M
|
–
|
–
|
–
|
|
|
893
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.53M
|
-$62.8K
|
-888
|
-4%
|
|
|
894
|
Fairman Group
Chesterbrook,
Pennsylvania
|
$1.52M
|
+$1.42M
|
+20,139
|
New
|
|
|
895
|
AssetMark Inc
Concord,
California
|
$1.51M
|
+$690K
|
+9,767
|
+95%
|
|
|
896
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.5M
|
+$56.3K
|
+796
|
+4%
|
|
|
897
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.5M
|
+$54.6K
|
+772
|
+4%
|
|
|
898
|
Executive Wealth Group
Kirkland,
Washington
|
$1.5M
|
-$9.05K
|
-128
|
-0.6%
|
|
|
899
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.49M
|
-$24.5K
|
-347
|
-2%
|
|
|
900
|
|
$1.49M
|
-$4.49M
|
-63,595
|
-76%
|
|
