|
751
|
KCS Wealth Advisory
Los Angeles,
California
|
$562K
|
+$127K
|
+2,582
|
+23%
|
|
|
752
|
|
$560K
|
-$35.7K
|
-727
|
-5%
|
|
|
753
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$557K
|
-$106K
|
-2,151
|
-14%
|
|
|
754
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$551K
|
-$15.6K
|
-318
|
-2%
|
|
|
755
|
TD Capital Management
Memphis,
Tennessee
|
$548K
|
-$1.74M
|
-35,331
|
-72%
|
|
|
756
|
SVB Investment Services
Salt Lake City,
Utah
|
$544K
|
+$647K
|
+13,183
|
+5,090%
|
|
|
757
|
Summit Wealth Partners
Orlando,
Florida
|
$544K
|
-$67.4K
|
-1,372
|
-9%
|
|
|
758
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$541K
|
-$2.21K
|
-45
|
-0.3%
|
|
|
759
|
Vaughan David Investments
Peoria,
Illinois
|
$538K
|
–
|
–
|
–
|
|
|
760
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$537K
|
+$679K
|
+13,835
|
New
|
|
|
761
|
Loveless Wealth Management
Billings,
Montana
|
$536K
|
–
|
–
|
–
|
|
|
762
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$534K
|
-$581K
|
-11,832
|
-47%
|
|
|
763
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$534K
|
–
|
–
|
–
|
|
|
764
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$530K
|
+$44.2K
|
+900
|
+7%
|
|
|
765
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$528K
|
-$56.2K
|
-1,145
|
-8%
|
|
|
766
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$527K
|
-$27.5K
|
-559
|
-4%
|
|
|
767
|
Whitney & Co
Rochester,
New York
|
$527K
|
-$7.32K
|
-149
|
-1%
|
|
|
768
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$527K
|
+$368K
|
+7,503
|
+136%
|
|
|
769
|
SignatureFD
Atlanta,
Georgia
|
$525K
|
-$634K
|
-12,909
|
-50%
|
|
|
770
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$519K
|
+$630K
|
+12,837
|
New
|
|
|
771
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$509K
|
+$39.1K
|
+796
|
+7%
|
|
|
772
|
Providence Capital Advisors
Charlotte,
North Carolina
|
$508K
|
+$176K
|
+3,593
|
+40%
|
|
|
773
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$506K
|
-$2.87M
|
-58,459
|
-82%
|
|
|
774
|
Colony Group
Boston,
Massachusetts
|
$500K
|
-$742K
|
-15,112
|
-55%
|
|
|
775
|
North American Management
Boston,
Massachusetts
|
$498K
|
+$36.3K
|
+740
|
+6%
|
|
