|
626
|
|
$1.18M
|
+$1.02M
|
+3,184
|
+3,387%
|
|
|
627
|
MAI Capital Management
Independence,
Ohio
|
$1.17M
|
+$331K
|
+1,028
|
+46%
|
|
|
628
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.17M
|
-$46K
|
-143
|
-4%
|
|
|
629
|
Wealthspire Advisors (New York)
New York
|
$1.16M
|
+$55.3K
|
+172
|
+6%
|
|
|
630
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.16M
|
+$58.2K
|
+181
|
+6%
|
|
|
631
|
Leavell Investment Management
Mobile,
Alabama
|
$1.15M
|
–
|
–
|
–
|
|
|
632
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.14M
|
+$3.86K
|
+12
|
+0.4%
|
|
|
633
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$1.14M
|
+$1.02M
|
+3,181
|
New
|
|
|
634
|
Delphi Management
Brookline,
Massachusetts
|
$1.13M
|
+$1.01M
|
+3,146
|
New
|
|
|
635
|
44 Wealth Management
Eugene,
Oregon
|
$1.12M
|
+$89.7K
|
+279
|
+10%
|
|
|
636
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.11M
|
-$31.8K
|
-99
|
-3%
|
|
|
637
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$1.11M
|
+$95.8K
|
+298
|
+11%
|
|
|
638
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.11M
|
-$87.8K
|
-273
|
-8%
|
|
|
639
|
Institute for Wealth Management
Denver,
Colorado
|
$1.11M
|
-$5.47K
|
-17
|
-0.5%
|
|
|
640
|
Diversified Trust
Memphis,
Tennessee
|
$1.1M
|
+$44.7K
|
+139
|
+5%
|
|
|
641
|
AXS Investments
Port Chester,
New York
|
$1.1M
|
+$982K
|
+3,055
|
New
|
|
|
642
|
Central Trust Company
Jefferson City,
Missouri
|
$1.1M
|
-$19.9K
|
-62
|
-2%
|
|
|
643
|
Whitney & Co
Rochester,
New York
|
$1.09M
|
-$96.5K
|
-300
|
-9%
|
|
|
644
|
SignatureFD
Atlanta,
Georgia
|
$1.09M
|
-$10.9K
|
-34
|
-1%
|
|
|
645
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.09M
|
-$965
|
-3
|
-0.1%
|
|
|
646
|
Wealth Architects
Mountain View,
California
|
$1.08M
|
+$18K
|
+56
|
+2%
|
|
|
647
|
Nexpoint Asset Management
Dallas,
Texas
|
$1.08M
|
-$479K
|
-1,490
|
-33%
|
|
|
648
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.08M
|
–
|
–
|
–
|
|
|
649
|
|
$1.08M
|
-$124K
|
-387
|
-11%
|
|
|
650
|
KCS Wealth Advisory
Los Angeles,
California
|
$1.07M
|
+$79.4K
|
+247
|
+9%
|
|
