|
701
|
Telos Capital Management
San Diego,
California
|
$4.91M
|
+$100K
|
+881
|
+2%
|
|
|
702
|
SVB Investment Services
Salt Lake City,
Utah
|
$4.88M
|
-$266K
|
-2,335
|
-5%
|
|
|
703
|
Holland Advisory Services
Ormond Beach,
Florida
|
$4.84M
|
+$4.82M
|
+42,304
|
New
|
|
|
704
|
Pine Ridge Advisers
New York
|
$4.82M
|
+$1.54M
|
+13,525
|
+47%
|
|
|
705
|
FWG Holdings
Winter Park,
Florida
|
$4.8M
|
+$34.3K
|
+301
|
+0.7%
|
|
|
706
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$4.77M
|
+$4.75M
|
+41,693
|
New
|
|
|
707
|
Financial Life Advisors
San Antonio,
Texas
|
$4.76M
|
+$203K
|
+1,779
|
+4%
|
|
|
708
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$4.74M
|
+$269K
|
+2,364
|
+6%
|
|
|
709
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$4.74M
|
+$142K
|
+1,244
|
+3%
|
|
|
710
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$4.69M
|
+$298K
|
+2,616
|
+7%
|
|
|
711
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$4.67M
|
+$4.65M
|
+40,796
|
New
|
|
|
712
|
NEPC LLC
Boston,
Massachusetts
|
$4.66M
|
+$516K
|
+4,532
|
+13%
|
|
|
713
|
SkyOak Wealth
Southfield,
Michigan
|
$4.66M
|
+$408K
|
+3,584
|
+10%
|
|
|
714
|
Anson Capital
Tyrone,
Georgia
|
$4.64M
|
+$4.84M
|
+42,483
|
New
|
|
|
715
|
Moneywise Inc
Forest,
Virginia
|
$4.61M
|
-$839K
|
-7,362
|
-15%
|
|
|
716
|
Lynch & Associates
Newburgh,
Indiana
|
$4.61M
|
+$117K
|
+1,031
|
+3%
|
|
|
717
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$4.6M
|
+$4.58M
|
+40,171
|
New
|
|
|
718
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$4.6M
|
-$1.35M
|
-11,803
|
-23%
|
|
|
719
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$4.58M
|
+$2.85M
|
+25,000
|
+167%
|
|
|
720
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$4.57M
|
+$14.8K
|
+130
|
+0.3%
|
|
|
721
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$4.57M
|
+$1.08M
|
+9,505
|
+31%
|
|
|
722
|
R.H. Bluestein & Co
Birmingham,
Michigan
|
$4.56M
|
+$275K
|
+2,413
|
+6%
|
|
|
723
|
AtlasMark Financial
Austin,
Texas
|
$4.56M
|
+$27K
|
+237
|
+0.6%
|
|
|
724
|
Smith Anglin Financial
Dallas,
Texas
|
$4.55M
|
+$1.08M
|
+9,518
|
+31%
|
|
|
725
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$4.54M
|
+$4.52M
|
+39,644
|
New
|
|
