|
701
|
BTC Capital Management
Des Moines,
Iowa
|
$729K
|
+$45.9K
|
+56
|
+7%
|
|
|
702
|
Summit Trail Advisors
New York
|
$718K
|
+$170K
|
+207
|
+34%
|
|
|
703
|
Platte River Wealth Advisors
Louisville,
Colorado
|
$711K
|
–
|
–
|
–
|
|
|
704
|
Freemont Management
Vaud,
Switzerland
|
$710K
|
–
|
–
|
–
|
|
|
705
|
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
|
$710K
|
–
|
–
|
–
|
|
|
706
|
Founders Financial Securities
Towson,
Maryland
|
$707K
|
+$47.5K
|
+58
|
+8%
|
|
|
707
|
Jones Financial Companies
Des Peres,
Missouri
|
$706K
|
+$259K
|
+316
|
+65%
|
|
|
708
|
Edgestream Partners
Princeton,
New Jersey
|
$703K
|
+$247K
|
+301
|
+61%
|
|
|
709
|
One Capital Management
Westlake Village,
California
|
$700K
|
+$27.8K
|
+34
|
+5%
|
|
|
710
|
Brown Advisory
Baltimore,
Maryland
|
$697K
|
-$39.3K
|
-48
|
-6%
|
|
|
711
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$691K
|
+$78.6K
|
+96
|
+14%
|
|
|
712
|
Kingswood Wealth Advisors
San Diego,
California
|
$690K
|
-$109K
|
-133
|
-15%
|
|
|
713
|
&Partners
Nashville,
Tennessee
|
$680K
|
+$389K
|
+475
|
+163%
|
|
|
714
|
Clearstead Advisors
Cleveland,
Ohio
|
$673K
|
+$364K
|
+445
|
+142%
|
|
|
715
|
WhitTier Trust Company
Reno,
Nevada
|
$671K
|
+$49.1K
|
+60
|
+9%
|
|
|
716
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$668K
|
+$48.3K
|
+59
|
+9%
|
|
|
717
|
Transatlantique Private Wealth
New York
|
$667K
|
+$18.8K
|
+23
|
+3%
|
|
|
718
|
TrinityPoint Wealth
Milford,
Connecticut
|
$664K
|
+$9.01K
|
+11
|
+1%
|
|
|
719
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$661K
|
+$251K
|
+306
|
+70%
|
|
|
720
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$660K
|
+$23.8K
|
+29
|
+4%
|
|
|
721
|
Roundview Capital
Princeton,
New Jersey
|
$655K
|
+$7.37K
|
+9
|
+1%
|
|
|
722
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$655K
|
-$36K
|
-44
|
-6%
|
|
|
723
|
Tacita Capital
Toronto,
Ontario, Canada
|
$653K
|
-$41K
|
-50
|
-6%
|
|
|
724
|
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
|
$644K
|
–
|
–
|
–
|
|
|
725
|
Stevens Capital Management
Radnor,
Pennsylvania
|
$641K
|
-$26.2K
|
-32
|
-4%
|
|
