|
701
|
Vontobel Holding
Zurich,
Switzerland
|
$956K
|
+$101K
|
+660
|
+12%
|
|
|
702
|
Core Wealth Advisors (Florida)
Lakeland,
Florida
|
$955K
|
–
|
–
|
–
|
|
|
703
|
Pursue Wealth Partners
Clayton,
California
|
$953K
|
–
|
–
|
–
|
|
|
704
|
Axxcess Wealth Management
Carlsbad,
California
|
$952K
|
+$56.6K
|
+370
|
+7%
|
|
|
705
|
KB Financial Partners
Princeton,
New Jersey
|
$943K
|
–
|
–
|
–
|
|
|
706
|
Marcum Wealth
Cleveland,
Ohio
|
$935K
|
-$75.8K
|
-496
|
-8%
|
|
|
707
|
Fiducient Advisors
Chicago,
Illinois
|
$931K
|
+$68.5K
|
+448
|
+8%
|
|
|
708
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$925K
|
+$459
|
+3
|
+0.1%
|
|
|
709
|
Middleton & Co
Boston,
Massachusetts
|
$924K
|
–
|
–
|
–
|
|
|
710
|
DB Wealth Management Group
San Diego,
California
|
$922K
|
-$28.3K
|
-185
|
-3%
|
|
|
711
|
Soundmark Wealth Management
Kirkland,
Washington
|
$921K
|
-$9.94K
|
-65
|
-1%
|
|
|
712
|
|
$920K
|
+$7.95K
|
+52
|
+0.9%
|
|
|
713
|
JFG Wealth Management
Denver,
Colorado
|
$918K
|
+$3.36K
|
+22
|
+0.4%
|
|
|
714
|
Encompass Wealth Advisors
Portland,
Oregon
|
$918K
|
+$153
|
+1
|
+0%
|
|
|
715
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$914K
|
-$40.5K
|
-265
|
-4%
|
|
|
716
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$910K
|
+$68.2K
|
+446
|
+8%
|
|
|
717
|
Hoese & Co
Glencoe,
Minnesota
|
$910K
|
–
|
–
|
–
|
|
|
718
|
Apella Capital
West Hartford,
Connecticut
|
$903K
|
+$874K
|
+5,719
|
New
|
|
|
719
|
Financial Advisors
Andover,
Massachusetts
|
$902K
|
–
|
–
|
–
|
|
|
720
|
Private Portfolio Partners
Paramus,
New Jersey
|
$901K
|
-$22K
|
-144
|
-2%
|
|
|
721
|
Sendero Wealth Management
San Antonio,
Texas
|
$899K
|
+$870K
|
+5,693
|
New
|
|
|
722
|
Regis Management Company
Menlo Park,
California
|
$897K
|
–
|
–
|
–
|
|
|
723
|
Chesley Taft & Associates
Chicago,
Illinois
|
$895K
|
-$259K
|
-1,692
|
-23%
|
|
|
724
|
Eagle Capital Management (New York)
New York
|
$892K
|
+$864K
|
+5,653
|
New
|
|
|
725
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$890K
|
+$1.38K
|
+9
|
+0.2%
|
|
