|
1226
|
Beta Wealth Group
San Diego,
California
|
$784K
|
-$55.7K
|
-398
|
-7%
|
|
|
1227
|
Contravisory Investment Management
Norwell,
Massachusetts
|
$780K
|
-$19.3K
|
-138
|
-2%
|
|
|
1228
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$778K
|
-$589K
|
-4,208
|
-43%
|
|
|
1229
|
Premier Fund Managers
Guildford,
United Kingdom
|
$774K
|
-$258K
|
-1,843
|
-25%
|
|
|
1230
|
Fideuram Asset Management (Ireland)
Dublin 1,
|
$769K
|
-$13.2M
|
-94,458
|
-95%
|
|
|
1231
|
|
$767K
|
–
|
–
|
–
|
|
|
1232
|
Legacy Financial Advisors
Covington,
Kentucky
|
$766K
|
+$90.9K
|
+649
|
+13%
|
|
|
1233
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$765K
|
+$169K
|
+1,208
|
+28%
|
|
|
1234
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$763K
|
+$89.1K
|
+636
|
+13%
|
|
|
1235
|
MOKAN Wealth Management
Overland Park,
Kansas
|
$763K
|
-$50K
|
-357
|
-6%
|
|
|
1236
|
Havemeyer Place
Greenwich,
Connecticut
|
$760K
|
-$313K
|
-2,238
|
-29%
|
|
|
1237
|
Canandaigua National Corp
Canandaigua,
New York
|
$758K
|
+$762K
|
+5,438
|
New
|
|
|
1238
|
Rothschild Investment LLC
Chicago,
Illinois
|
$758K
|
+$8.82K
|
+63
|
+1%
|
|
|
1239
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$755K
|
+$34.6K
|
+247
|
+5%
|
|
|
1240
|
Lawood & Co
Williamsport,
Pennsylvania
|
$755K
|
+$36.4K
|
+260
|
+5%
|
|
|
1241
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$753K
|
–
|
–
|
–
|
|
|
1242
|
Ayrshire Capital Management
Westport,
Connecticut
|
$753K
|
+$756K
|
+5,400
|
New
|
|
|
1243
|
VERITY Wealth Advisors
Sausalito,
United States
|
$744K
|
–
|
–
|
–
|
|
|
1244
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$740K
|
+$11.3K
|
+81
|
+2%
|
|
|
1245
|
Adams Wealth Management
Logan,
Utah
|
$737K
|
+$44.1K
|
+315
|
+6%
|
|
|
1246
|
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
|
$734K
|
-$20.9K
|
-149
|
-3%
|
|
|
1247
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$733K
|
-$3.4M
|
-24,292
|
-82%
|
|
|
1248
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$727K
|
–
|
–
|
–
|
|
|
1249
|
Longfellow Investment Management
Boston,
Massachusetts
|
$727K
|
-$261K
|
-1,865
|
-26%
|
|
|
1250
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$723K
|
+$726K
|
+5,187
|
New
|
|
