|
476
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$3.26M
|
-$74.4K
|
-1,240
|
-2%
|
|
|
477
|
Fisher Asset Management
Camas,
Washington
|
$3.26M
|
+$203K
|
+3,384
|
+6%
|
|
|
478
|
Curtis Advisory Group
Santa Barbara,
California
|
$3.26M
|
+$627K
|
+10,440
|
+21%
|
|
|
479
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3.25M
|
-$170K
|
-2,824
|
-5%
|
|
|
480
|
EPIQ Partners
Minneapolis,
Minnesota
|
$3.24M
|
-$280K
|
-4,660
|
-7%
|
|
|
481
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.24M
|
+$2.29M
|
+38,124
|
+180%
|
|
|
482
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3.24M
|
+$226K
|
+3,760
|
+7%
|
|
|
483
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$3.15M
|
+$3.23M
|
+53,768
|
+1,374%
|
|
|
484
|
Financial Advisors
Andover,
Massachusetts
|
$3.14M
|
+$303K
|
+5,044
|
+10%
|
|
|
485
|
Lowery Thomas LLC
Pebble Beach,
California
|
$3.14M
|
-$482K
|
-8,032
|
-12%
|
|
|
486
|
Barclays
London,
United Kingdom
|
$3.13M
|
+$3M
|
+49,932
|
+673%
|
|
|
487
|
HMS Capital Management
Nashville,
Tennessee
|
$3.13M
|
+$2.35M
|
+39,120
|
+216%
|
|
|
488
|
Icon Wealth Partners
Houston,
Texas
|
$3.13M
|
+$12.2K
|
+204
|
+0.4%
|
|
|
489
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$3.11M
|
+$182K
|
+3,036
|
+6%
|
|
|
490
|
HM Capital Management
Clayton,
Missouri
|
$3.06M
|
–
|
–
|
–
|
|
|
491
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$3.06M
|
+$103K
|
+1,716
|
+3%
|
|
|
492
|
Cadence Bank NA
Houston,
Texas
|
$3.04M
|
+$145K
|
+2,420
|
+5%
|
|
|
493
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$3.02M
|
+$2.51M
|
+41,760
|
+310%
|
|
|
494
|
Balentine LLC
Atlanta,
Georgia
|
$3M
|
-$10.6M
|
-177,040
|
-76%
|
|
|
495
|
CFM Wealth Partners
Austin,
Texas
|
$3M
|
–
|
–
|
–
|
|
|
496
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$2.98M
|
–
|
–
|
–
|
|
|
497
|
Dowling & Yahnke
San Diego,
California
|
$2.97M
|
+$257K
|
+4,284
|
+9%
|
|
|
498
|
McCarthy Asset Management
Redwood Shores,
California
|
$2.96M
|
-$66.8K
|
-1,112
|
-2%
|
|
|
499
|
Valley Wealth Managers
Paramus,
New Jersey
|
$2.94M
|
-$858K
|
-14,284
|
-21%
|
|
|
500
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$2.94M
|
+$65.3K
|
+1,088
|
+2%
|
|
