|
326
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$728K
|
+$225K
|
+1,600
|
+41%
|
|
|
327
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$715K
|
-$225K
|
-1,600
|
-23%
|
|
|
328
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$711K
|
-$21.1K
|
-150
|
-3%
|
|
|
329
|
Fidelis Capital Partners
Tampa,
Florida
|
$706K
|
-$19K
|
-135
|
-3%
|
|
|
330
|
Keebeck Wealth Management
Chicago,
Illinois
|
$701K
|
-$141K
|
-1,000
|
-16%
|
|
|
331
|
|
$700K
|
+$744K
|
+5,294
|
New
|
|
|
332
|
IEQ Capital
Foster City,
California
|
$696K
|
-$6.75K
|
-48
|
-0.9%
|
|
|
333
|
Grassi Investment Management
Santa Clara,
California
|
$695K
|
-$141K
|
-1,000
|
-16%
|
|
|
334
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$693K
|
+$771K
|
+5,485
|
New
|
|
|
335
|
Tidal Investments
Milwaukee,
Wisconsin
|
$687K
|
+$731K
|
+5,200
|
New
|
|
|
336
|
Smith, Moore & Co
Clayton,
Missouri
|
$682K
|
–
|
–
|
–
|
|
|
337
|
My Personal CFO LLC
Vancouver,
Washington
|
$680K
|
-$211K
|
-1,500
|
-23%
|
|
|
338
|
Cladis Investment Advisory
Billings,
Montana
|
$680K
|
+$118K
|
+840
|
+20%
|
|
|
339
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$672K
|
–
|
–
|
–
|
|
|
340
|
Triumph Capital Management
Denver,
Colorado
|
$667K
|
+$26.3K
|
+187
|
+4%
|
|
|
341
|
Sovereign Financial Group
Stamford,
Connecticut
|
$659K
|
-$102K
|
-723
|
-13%
|
|
|
342
|
Marco Investment Management
Atlanta,
Georgia
|
$646K
|
+$98.4K
|
+700
|
+17%
|
|
|
343
|
Stephens Inc
Little Rock,
Arkansas
|
$640K
|
-$11.9K
|
-85
|
-2%
|
|
|
344
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$639K
|
-$5.48K
|
-39
|
-0.8%
|
|
|
345
|
Maxele Advisors
Webster Groves,
Missouri
|
$638K
|
+$678K
|
+4,823
|
New
|
|
|
346
|
Pacific Sun Financial
Los Angeles,
California
|
$634K
|
-$49.9K
|
-355
|
-7%
|
|
|
347
|
Ascent Group
Virginia Beach,
Virginia
|
$632K
|
-$42.6K
|
-303
|
-6%
|
|
|
348
|
|
$627K
|
+$666K
|
+4,739
|
New
|
|
|
349
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$622K
|
–
|
–
|
–
|
|
|
350
|
Meridian Wealth Management
Lexington,
Kentucky
|
$614K
|
-$8.72K
|
-62
|
-1%
|
|
