|
601
|
Red Tortoise LLC
Atlanta,
Georgia
|
$7.29M
|
–
|
–
|
–
|
|
|
602
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$7.18M
|
+$48.8K
|
+652
|
+0.7%
|
|
|
603
|
Calamos Wealth Management
Naperville,
Illinois
|
$7.16M
|
+$249K
|
+3,324
|
+4%
|
|
|
604
|
Clayton Financial Group
St. Louis,
Missouri
|
$7.15M
|
+$845K
|
+11,298
|
+14%
|
|
|
605
|
GoalVest Advisory
New York
|
$7.13M
|
+$4.49M
|
+59,981
|
+175%
|
|
|
606
|
Graypoint LLC
Albany,
New York
|
$7.1M
|
-$582K
|
-7,783
|
-8%
|
|
|
607
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$7.07M
|
-$3.81K
|
-51
|
-0.1%
|
|
|
608
|
J.W. Cole Advisors
Tampa,
Florida
|
$7M
|
+$2.34M
|
+31,298
|
+51%
|
|
|
609
|
Scarborough Advisors
Annapolis,
Maryland
|
$6.99M
|
+$334K
|
+4,463
|
+5%
|
|
|
610
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$6.99M
|
+$1.41M
|
+18,831
|
+26%
|
|
|
611
|
Affinity Capital Advisors
Berkeley,
California
|
$6.97M
|
-$135K
|
-1,809
|
-2%
|
|
|
612
|
LongView Wealth Management
Atlanta,
Georgia
|
$6.93M
|
+$566K
|
+7,575
|
+9%
|
|
|
613
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$6.92M
|
+$6.84M
|
+91,416
|
New
|
|
|
614
|
AQR Capital Management
Greenwich,
Connecticut
|
$6.84M
|
+$2.34M
|
+31,346
|
+53%
|
|
|
615
|
Planned Solutions
Folsom,
California
|
$6.82M
|
+$103K
|
+1,378
|
+2%
|
|
|
616
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.81M
|
-$638K
|
-8,529
|
-9%
|
|
|
617
|
Kendall Capital Management
Rockville,
Maryland
|
$6.78M
|
+$739K
|
+9,878
|
+12%
|
|
|
618
|
Hickory Point Bank & Trust
Decatur,
Illinois
|
$6.72M
|
+$94.9K
|
+1,269
|
+1%
|
|
|
619
|
NBT Bank
Norwich,
New York
|
$6.71M
|
-$2.11M
|
-28,170
|
-24%
|
|
|
620
|
Capital Performance Advisors
Walnut Creek,
California
|
$6.68M
|
+$6.61M
|
+88,361
|
New
|
|
|
621
|
Royal Harbor Partners
Houston,
Texas
|
$6.66M
|
+$6.58M
|
+88,045
|
New
|
|
|
622
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.6M
|
+$972K
|
+13,001
|
+17%
|
|
|
623
|
West Coast Financial
Santa Barbara,
California
|
$6.58M
|
+$6.28M
|
+83,947
|
+2,772%
|
|
|
624
|
Hilltop Holdings
Dallas,
Texas
|
$6.57M
|
+$5.65M
|
+75,546
|
+665%
|
|
|
625
|
AGF Management
Toronto,
Ontario, Canada
|
$6.56M
|
+$17.2K
|
+230
|
+0.3%
|
|
