|
676
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$29.7M
|
+$673K
|
+1,280
|
+2%
|
|
|
677
|
PACK Private Wealth
Wayzata,
Minnesota
|
$29.5M
|
+$161K
|
+307
|
+0.6%
|
|
|
678
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$29.5M
|
-$1.62M
|
-3,085
|
-5%
|
|
|
679
|
David J. Yvars Group
University Park,
Florida
|
$29.5M
|
+$108K
|
+206
|
+0.4%
|
|
|
680
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$29.4M
|
-$2.24M
|
-4,269
|
-7%
|
|
|
681
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$29.4M
|
-$5.61M
|
-10,667
|
-17%
|
|
|
682
|
Orin Green Financial
San Diego,
California
|
$29.3M
|
+$28.1M
|
+53,524
|
New
|
|
|
683
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$29.3M
|
-$10.2M
|
-19,471
|
-27%
|
|
|
684
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$29.2M
|
+$134K
|
+255
|
+0.5%
|
|
|
685
|
US Financial Advisors
Braintree,
Massachusetts
|
$29.1M
|
-$1.92M
|
-3,646
|
-6%
|
|
|
686
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$29.1M
|
+$5.89M
|
+11,210
|
+27%
|
|
|
687
|
PFG Private Wealth Management
Lutz,
Florida
|
$29M
|
+$115K
|
+219
|
+0.4%
|
|
|
688
|
WealthBridge Capital Management
Westerville,
Ohio
|
$28.8M
|
+$341K
|
+648
|
+1%
|
|
|
689
|
Beacon Financial Group
Dallas,
Texas
|
$28.8M
|
+$2.66M
|
+5,066
|
+11%
|
|
|
690
|
Trek Financial
Scottsdale,
Arizona
|
$28.8M
|
-$6.09M
|
-11,578
|
-18%
|
|
|
691
|
Waller Financial Planning Group
Columbus,
Ohio
|
$28.7M
|
+$83.6K
|
+159
|
+0.3%
|
|
|
692
|
Saiph Capital
Wyckoff,
New Jersey
|
$28.7M
|
+$298K
|
+567
|
+1%
|
|
|
693
|
SignatureFD
Atlanta,
Georgia
|
$28.6M
|
+$192K
|
+366
|
+0.7%
|
|
|
694
|
Ballew Advisors
Jackson,
Mississippi
|
$28.6M
|
-$44.7K
|
-85
|
-0.2%
|
|
|
695
|
Middleton & Co
Boston,
Massachusetts
|
$28.4M
|
+$337K
|
+641
|
+1%
|
|
|
696
|
Evermay Wealth Management
Arlington,
Virginia
|
$28.3M
|
-$85.2K
|
-162
|
-0.3%
|
|
|
697
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$28.3M
|
-$345K
|
-656
|
-1%
|
|
|
698
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$28M
|
+$13.7K
|
+26
|
+0.1%
|
|
|
699
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$28M
|
–
|
–
|
–
|
|
|
700
|
Cascade Financial Partners
San Diego,
California
|
$28M
|
-$85.7K
|
-163
|
-0.3%
|
|
