|
701
|
West Paces Advisors
Atlanta,
Georgia
|
$871K
|
–
|
–
|
–
|
|
|
702
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$866K
|
–
|
–
|
–
|
|
|
703
|
Kera Capital Partners
San Jose,
California
|
$864K
|
+$20.4K
|
+63
|
+2%
|
|
|
704
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$856K
|
-$131K
|
-405
|
-13%
|
|
|
705
|
USA Financial Formulas
Ada,
Michigan
|
$855K
|
-$81.5K
|
-252
|
-8%
|
|
|
706
|
Oldfather Financial Services
Kearney,
Nebraska
|
$852K
|
+$1.29K
|
+4
|
+0.1%
|
|
|
707
|
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
|
$847K
|
-$42K
|
-130
|
-4%
|
|
|
708
|
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
|
$847K
|
-$4.85K
|
-15
|
-0.5%
|
|
|
709
|
Segment Wealth Management
Houston,
Texas
|
$844K
|
-$3.23K
|
-10
|
-0.4%
|
|
|
710
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$836K
|
-$403K
|
-1,246
|
-31%
|
|
|
711
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$836K
|
+$91.2K
|
+282
|
+12%
|
|
|
712
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$831K
|
-$33.3K
|
-103
|
-4%
|
|
|
713
|
First National Trust
Hermitage,
Pennsylvania
|
$831K
|
–
|
–
|
–
|
|
|
714
|
Boston Trust Walden
Boston,
Massachusetts
|
$830K
|
–
|
–
|
–
|
|
|
715
|
Enzi Wealth
Austin,
Texas
|
$829K
|
–
|
–
|
–
|
|
|
716
|
Tradition Wealth Management
Edina,
Minnesota
|
$824K
|
+$54.3K
|
+168
|
+7%
|
|
|
717
|
LGL Partners
Philadelphia,
Pennsylvania
|
$821K
|
+$2.26K
|
+7
|
+0.3%
|
|
|
718
|
Central Trust Company
Jefferson City,
Missouri
|
$813K
|
-$2.59K
|
-8
|
-0.3%
|
|
|
719
|
|
$811K
|
+$413K
|
+1,276
|
+93%
|
|
|
720
|
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
|
$810K
|
+$7.11K
|
+22
|
+0.8%
|
|
|
721
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$809K
|
-$142K
|
-439
|
-14%
|
|
|
722
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$807K
|
-$456K
|
-1,409
|
-35%
|
|
|
723
|
Cherrydale Wealth Management
Hoboken,
New Jersey
|
$806K
|
+$604K
|
+1,868
|
+245%
|
|
|
724
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$806K
|
-$1.94K
|
-6
|
-0.2%
|
|
|
725
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$789K
|
+$76K
|
+235
|
+10%
|
|
