|
701
|
Cohen Klingenstein
New York
|
$4.42M
|
–
|
–
|
–
|
|
|
702
|
Diversify Wealth Management
Sandy,
Utah
|
$4.41M
|
+$2.12M
|
+4,066
|
+102%
|
|
|
703
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$4.41M
|
+$3.13K
|
+6
|
+0.1%
|
|
|
704
|
Summit Financial
Parsippany,
New Jersey
|
$4.4M
|
+$971K
|
+1,865
|
+28%
|
|
|
705
|
Elevatus Welath Management
Victor,
New York
|
$4.39M
|
+$116K
|
+223
|
+3%
|
|
|
706
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.38M
|
-$83.9K
|
-161
|
-2%
|
|
|
707
|
Employees Retirement System of Texas
Austin,
Texas
|
$4.36M
|
+$607K
|
+1,165
|
+16%
|
|
|
708
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$4.35M
|
-$40.1K
|
-77
|
-0.9%
|
|
|
709
|
Canal Capital Management
Richmond,
Virginia
|
$4.35M
|
-$111K
|
-213
|
-2%
|
|
|
710
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$4.35M
|
+$78.6K
|
+151
|
+2%
|
|
|
711
|
|
$4.35M
|
-$621K
|
-1,193
|
-13%
|
|
|
712
|
Spahn Wealth & Retirement
Scottsdale,
Arizona
|
$4.34M
|
+$4.33M
|
+8,320
|
New
|
|
|
713
|
WD Rutherford
Portland,
Oregon
|
$4.34M
|
+$391K
|
+750
|
+10%
|
|
|
714
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$4.3M
|
+$67.7K
|
+130
|
+2%
|
|
|
715
|
Panagora Asset Management
Boston,
Massachusetts
|
$4.29M
|
+$582K
|
+1,118
|
+16%
|
|
|
716
|
Transform Wealth
Greenwood Village,
Colorado
|
$4.28M
|
+$1.67M
|
+3,199
|
+64%
|
|
|
717
|
Essential Planning
Portsmouth,
New Hampshire
|
$4.28M
|
+$4.29M
|
+8,230
|
New
|
|
|
718
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.21M
|
+$316K
|
+607
|
+8%
|
|
|
719
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$4.2M
|
+$2.67M
|
+5,120
|
+175%
|
|
|
720
|
RDA Financial Network
Akron,
Iowa
|
$4.16M
|
-$157K
|
-302
|
-4%
|
|
|
721
|
Affinity Wealth Management
Wilmington,
Delaware
|
$4.15M
|
+$489K
|
+939
|
+13%
|
|
|
722
|
Hamilton Capital Partners (Canada)
Toronto,
|
$4.14M
|
-$526K
|
-1,010
|
-11%
|
|
|
723
|
Oak Asset Management
Westlake Village,
California
|
$4.13M
|
-$39.1K
|
-75
|
-0.9%
|
|
|
724
|
Plato Investment Management
Sydney, NSW,
Australia
|
$4.11M
|
+$148K
|
+284
|
+4%
|
|
|
725
|
OFI Invest Asset Management
Paris,
France
|
$4.11M
|
+$4.24M
|
+8,150
|
New
|
|
