|
651
|
R.M. Davis Inc
Portland,
Maine
|
$1.29M
|
-$29.8K
|
-676
|
-2%
|
|
|
652
|
|
$1.28M
|
-$6.35K
|
-144
|
-0.5%
|
|
|
653
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.28M
|
+$270K
|
+6,136
|
+30%
|
|
|
654
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.28M
|
+$1.18M
|
+26,680
|
New
|
|
|
655
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.27M
|
+$176
|
+4
|
+0%
|
|
|
656
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.27M
|
+$97.7K
|
+2,216
|
+9%
|
|
|
657
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.27M
|
-$85.7K
|
-1,944
|
-7%
|
|
|
658
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.26M
|
-$443K
|
-10,052
|
-24%
|
|
|
659
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.26M
|
–
|
–
|
–
|
|
|
660
|
Vista Capital Partners
Portland,
Oregon
|
$1.25M
|
–
|
–
|
–
|
|
|
661
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.25M
|
+$1.15M
|
+26,128
|
New
|
|
|
662
|
Blankinship & Foster
Solana Beach,
California
|
$1.25M
|
-$24.9K
|
-564
|
-2%
|
|
|
663
|
Acima Private Wealth
Richmond,
Virginia
|
$1.23M
|
–
|
–
|
–
|
|
|
664
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.23M
|
+$176
|
+4
|
+0%
|
|
|
665
|
Caprock Group
Boise,
Idaho
|
$1.22M
|
+$2.29K
|
+52
|
+0.2%
|
|
|
666
|
Allred Capital Management
Dallas,
Texas
|
$1.22M
|
+$109K
|
+2,476
|
+11%
|
|
|
667
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.22M
|
-$183K
|
-4,156
|
-14%
|
|
|
668
|
Evensky & Katz
Coral Gables,
Florida
|
$1.21M
|
+$1.94K
|
+44
|
+0.2%
|
|
|
669
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.2M
|
+$352K
|
+7,980
|
+47%
|
|
|
670
|
Level Four Advisory Services
Dallas,
Texas
|
$1.2M
|
-$708K
|
-16,072
|
-39%
|
|
|
671
|
Jennison Associates
New York
|
$1.2M
|
-$5.32M
|
-120,752
|
-83%
|
|
|
672
|
MA Private Wealth
San Carlos,
California
|
$1.19M
|
+$123K
|
+2,784
|
+13%
|
|
|
673
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$1.19M
|
+$612K
|
+13,876
|
+127%
|
|
|
674
|
Cannell & Spears
New York
|
$1.19M
|
–
|
–
|
–
|
|
|
675
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.19M
|
-$2.12K
|
-48
|
-0.2%
|
|
