|
801
|
Cary Street Partners
Richmond,
Virginia
|
$997K
|
+$1.04M
|
+5,222
|
New
|
|
|
802
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$985K
|
+$1.78K
|
+9
|
+0.2%
|
|
|
803
|
Asset Dedication LLC
San Francisco,
California
|
$983K
|
+$223K
|
+1,125
|
+28%
|
|
|
804
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$981K
|
+$2.38K
|
+12
|
+0.2%
|
|
|
805
|
JMG Financial Group
Downers Grove,
Illinois
|
$980K
|
+$18K
|
+91
|
+2%
|
|
|
806
|
Eastern Bank
Boston,
Massachusetts
|
$980K
|
–
|
–
|
–
|
|
|
807
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$974K
|
+$84.3K
|
+425
|
+9%
|
|
|
808
|
NBT Bank
Norwich,
New York
|
$970K
|
-$15.9K
|
-80
|
-2%
|
|
|
809
|
Sterling Investment Counsel
Buffalo,
New York
|
$970K
|
-$1.09M
|
-5,471
|
-52%
|
|
|
810
|
Cooper Financial Group
Irvine,
California
|
$969K
|
+$265K
|
+1,334
|
+36%
|
|
|
811
|
Venture Visionary Partners
Sylvania,
Ohio
|
$965K
|
+$20.2K
|
+102
|
+2%
|
|
|
812
|
AssetMark Inc
Concord,
California
|
$959K
|
+$826K
|
+4,165
|
+486%
|
|
|
813
|
Helium Advisors
Everett,
Washington
|
$956K
|
+$993K
|
+5,008
|
New
|
|
|
814
|
Noble Family Wealth
Clearwater,
Florida
|
$953K
|
–
|
–
|
–
|
|
|
815
|
MidAtlantic Capital Management
Richmond,
Virginia
|
$952K
|
-$3.57K
|
-18
|
-0.4%
|
|
|
816
|
Golden State Equity Partners
South Coast Metro,
California
|
$952K
|
-$39.9K
|
-201
|
-4%
|
|
|
817
|
Fiduciary Alliance
Greenville,
South Carolina
|
$946K
|
+$5.55K
|
+28
|
+0.6%
|
|
|
818
|
Aprio Wealth Management
Atlanta,
Georgia
|
$944K
|
+$981K
|
+4,946
|
New
|
|
|
819
|
EFG Asset Management (Americas)
Miami,
Florida
|
$940K
|
+$2.18K
|
+11
|
+0.2%
|
|
|
820
|
Vantage Point Financial
Lisle,
Illinois
|
$933K
|
+$969K
|
+4,887
|
New
|
|
|
821
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$922K
|
+$144K
|
+724
|
+18%
|
|
|
822
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$914K
|
+$963K
|
+4,856
|
New
|
|
|
823
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$912K
|
-$595
|
-3
|
-0.1%
|
|
|
824
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$908K
|
-$34.3K
|
-173
|
-4%
|
|
|
825
|
Vontobel Holding
Zurich,
Switzerland
|
$907K
|
–
|
–
|
–
|
|
