|
776
|
Peterson Wealth Advisors
Orem,
Utah
|
$6.2M
|
-$196K
|
-633
|
-3%
|
|
|
777
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$6.18M
|
-$113K
|
-364
|
-2%
|
|
|
778
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$6.17M
|
-$120K
|
-389
|
-2%
|
|
|
779
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$6.17M
|
+$367K
|
+1,185
|
+7%
|
|
|
780
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$6.16M
|
-$6.87M
|
-22,205
|
-54%
|
|
|
781
|
Element Wealth
Ridgeland,
Mississippi
|
$6.15M
|
+$5.89M
|
+19,036
|
New
|
|
|
782
|
Armbruster Capital Management
Pittsford,
New York
|
$6.14M
|
–
|
–
|
–
|
|
|
783
|
Covenant Multifamily Offices
San Antonio,
Texas
|
$6.11M
|
+$1.5M
|
+4,855
|
+35%
|
|
|
784
|
Telos Capital Management
San Diego,
California
|
$6.09M
|
-$26.6K
|
-86
|
-0.5%
|
|
|
785
|
GW & Wade
Wellesley,
Massachusetts
|
$6.07M
|
-$10.5K
|
-34
|
-0.2%
|
|
|
786
|
WealthBridge Capital Management
Westerville,
Ohio
|
$6.03M
|
+$741K
|
+2,394
|
+15%
|
|
|
787
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.02M
|
-$1.41M
|
-4,568
|
-20%
|
|
|
788
|
Trilogy Capital
Irvine,
California
|
$5.96M
|
-$471K
|
-1,522
|
-8%
|
|
|
789
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$5.86M
|
+$254K
|
+821
|
+5%
|
|
|
790
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.83M
|
-$91.3K
|
-295
|
-2%
|
|
|
791
|
Winfield Associates
Cleveland,
Ohio
|
$5.81M
|
+$922K
|
+2,978
|
+20%
|
|
|
792
|
Makena Capital Management
Menlo Park,
California
|
$5.81M
|
+$5.56M
|
+17,962
|
New
|
|
|
793
|
Middleton & Co
Boston,
Massachusetts
|
$5.75M
|
-$224K
|
-723
|
-4%
|
|
|
794
|
Transform Wealth
Greenwood Village,
Colorado
|
$5.74M
|
+$810K
|
+2,617
|
+17%
|
|
|
795
|
Avior Wealth Management
Omaha,
Nebraska
|
$5.72M
|
+$773K
|
+2,499
|
+16%
|
|
|
796
|
Brown Advisory Securities
Baltimore,
Maryland
|
$5.72M
|
+$722K
|
+2,332
|
+15%
|
|
|
797
|
Peak Asset Management
Louisville,
Colorado
|
$5.69M
|
+$139K
|
+449
|
+3%
|
|
|
798
|
Novare Capital Management
Charlotte,
North Carolina
|
$5.66M
|
+$342K
|
+1,106
|
+7%
|
|
|
799
|
American Century Companies
Kansas City,
Missouri
|
$5.66M
|
+$1.33M
|
+4,300
|
+33%
|
|
|
800
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$5.62M
|
+$5.38M
|
+17,389
|
New
|
|
