|
676
|
Clearstead Trust
Portland,
Maine
|
$1.11M
|
+$1.09M
|
+13,317
|
New
|
|
|
677
|
Savant Capital
Rockford,
Illinois
|
$1.11M
|
-$12.6K
|
-155
|
-1%
|
|
|
678
|
Congress Asset Management
Boston,
Massachusetts
|
$1.1M
|
+$20.4K
|
+250
|
+2%
|
|
|
679
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.1M
|
-$42.4K
|
-520
|
-4%
|
|
|
680
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.1M
|
-$17.2K
|
-211
|
-2%
|
|
|
681
|
Peloton Wealth Strategists
Indianapolis,
Indiana
|
$1.08M
|
+$59.1K
|
+725
|
+6%
|
|
|
682
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.08M
|
+$1.05M
|
+12,925
|
New
|
|
|
683
|
Brighton Jones LLC
Seattle,
Washington
|
$1.08M
|
-$208K
|
-2,550
|
-17%
|
|
|
684
|
Princeton Portfolio Strategies Group
Princeton,
New Jersey
|
$1.07M
|
+$1.05M
|
+12,860
|
New
|
|
|
685
|
TCTC Holdings
Dallas,
Texas
|
$1.07M
|
–
|
–
|
–
|
|
|
686
|
American Financial Network Advisory Services
Calabasas,
California
|
$1.06M
|
+$407
|
+5
|
+4%
|
|
|
687
|
Nomura Asset Management
Tokyo,
Japan
|
$1.06M
|
+$1.03M
|
+12,700
|
New
|
|
|
688
|
|
$1.06M
|
+$6.6K
|
+81
|
+0.6%
|
|
|
689
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.05M
|
+$144K
|
+1,765
|
+16%
|
|
|
690
|
Dowling & Yahnke
San Diego,
California
|
$1.05M
|
-$44.2K
|
-543
|
-4%
|
|
|
691
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.05M
|
+$32.5K
|
+399
|
+3%
|
|
|
692
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.04M
|
+$2.61K
|
+32
|
+0.3%
|
|
|
693
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.04M
|
+$94.1K
|
+1,155
|
+10%
|
|
|
694
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$1.03M
|
+$414K
|
+5,086
|
+70%
|
|
|
695
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.03M
|
+$240K
|
+2,951
|
+31%
|
|
|
696
|
Piedmont Investment Advisors
Durham,
North Carolina
|
$1.02M
|
+$1M
|
+12,275
|
New
|
|
|
697
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.02M
|
–
|
–
|
–
|
|
|
698
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.01M
|
-$256K
|
-3,138
|
-21%
|
|
|
699
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$1.01M
|
-$6.84K
|
-84
|
-0.7%
|
|
|
700
|
GenWealth Group
Maplewood,
New Jersey
|
$1.01M
|
-$86.2K
|
-1,058
|
-8%
|
|
