|
626
|
Blue Edge Capital
Richmond,
Virginia
|
$988K
|
+$80.5K
|
+1,575
|
+9%
|
|
|
627
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$987K
|
+$6.13K
|
+120
|
+0.6%
|
|
|
628
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$977K
|
+$488K
|
+9,553
|
+101%
|
|
|
629
|
Somerset Group
Wayzata,
Minnesota
|
$973K
|
–
|
–
|
–
|
|
|
630
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$962K
|
+$32.9K
|
+643
|
+4%
|
|
|
631
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$951K
|
+$115K
|
+2,255
|
+14%
|
|
|
632
|
Edge Wealth Management
New York
|
$948K
|
-$16K
|
-313
|
-2%
|
|
|
633
|
HeadInvest LLC
Portland,
Maine
|
$946K
|
-$54.1K
|
-1,059
|
-5%
|
|
|
634
|
Lau Associates
Greenville,
Delaware
|
$931K
|
–
|
–
|
–
|
|
|
635
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$924K
|
+$918K
|
+17,954
|
New
|
|
|
636
|
Parsec Financial Management
Asheville,
North Carolina
|
$919K
|
-$31.4K
|
-614
|
-3%
|
|
|
637
|
Freedom Investment Management
Hartford,
Connecticut
|
$908K
|
-$1.07M
|
-20,934
|
-54%
|
|
|
638
|
Harvest Fund Management
Beijing,
China
|
$906K
|
–
|
–
|
–
|
|
|
639
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$897K
|
+$13.3K
|
+260
|
+2%
|
|
|
640
|
Smith, Moore & Co
Clayton,
Missouri
|
$897K
|
+$16.6K
|
+325
|
+2%
|
|
|
641
|
Evanson Asset Management
Carmel,
California
|
$893K
|
+$446K
|
+8,721
|
+101%
|
|
|
642
|
Oppenheimer & Co
New York
|
$891K
|
-$38.6K
|
-755
|
-4%
|
|
|
643
|
Truepoint Inc
Cincinnati,
Ohio
|
$881K
|
+$7.62K
|
+149
|
+0.9%
|
|
|
644
|
Personal Capital Advisors
Redwood City,
California
|
$870K
|
+$116K
|
+2,270
|
+16%
|
|
|
645
|
Vivaldi Capital Management
Chicago,
Illinois
|
$869K
|
-$471K
|
-9,213
|
-35%
|
|
|
646
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$868K
|
+$163K
|
+3,186
|
+23%
|
|
|
647
|
Guidant Wealth Advisors
Palatine,
Illinois
|
$863K
|
-$1.99K
|
-39
|
-0.2%
|
|
|
648
|
Naples Global Advisors
Naples,
Florida
|
$859K
|
+$256K
|
+5,001
|
+43%
|
|
|
649
|
180 Wealth Advisors
Federal Way,
Washington
|
$847K
|
-$57.1K
|
-1,117
|
-6%
|
|
|
650
|
Fiduciary Trust
Boston,
Massachusetts
|
$844K
|
+$838K
|
+16,400
|
New
|
|
