|
651
|
Evoke Wealth
Los Angeles,
California
|
$1.64M
|
+$621K
|
+10,196
|
+61%
|
|
|
652
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$1.64M
|
-$429K
|
-7,056
|
-21%
|
|
|
653
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$1.64M
|
–
|
–
|
–
|
|
|
654
|
WealthBridge Capital Management
Westerville,
Ohio
|
$1.64M
|
+$6.33K
|
+104
|
+0.4%
|
|
|
655
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.63M
|
-$6.09K
|
-100
|
-0.4%
|
|
|
656
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$1.63M
|
-$1.46K
|
-24
|
-0.1%
|
|
|
657
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.62M
|
–
|
–
|
–
|
|
|
658
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.62M
|
-$12.2K
|
-200
|
-0.7%
|
|
|
659
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.61M
|
-$484K
|
-7,960
|
-23%
|
|
|
660
|
Legal & General Group
London,
United Kingdom
|
$1.6M
|
-$377K
|
-6,200
|
-19%
|
|
|
661
|
Altium Wealth Management
Purchase,
New York
|
$1.6M
|
-$41.9K
|
-688
|
-3%
|
|
|
662
|
Financial Engines Advisors
Santa Clara,
California
|
$1.6M
|
+$2.68K
|
+44
|
+0.2%
|
|
|
663
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$1.6M
|
–
|
–
|
–
|
|
|
664
|
M Holdings Securities
Portland,
Oregon
|
$1.6M
|
+$1.6M
|
+26,312
|
New
|
|
|
665
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.6M
|
–
|
–
|
–
|
|
|
666
|
R.M. Davis Inc
Portland,
Maine
|
$1.59M
|
-$4.14K
|
-68
|
-0.3%
|
|
|
667
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.59M
|
–
|
–
|
–
|
|
|
668
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.59M
|
+$20K
|
+328
|
+1%
|
|
|
669
|
Charles Schwab Trust
Henderson,
Nevada
|
$1.58M
|
-$26.8K
|
-440
|
-2%
|
|
|
670
|
Brown Financial Advisory
Fairhope,
Alabama
|
$1.58M
|
-$207K
|
-3,404
|
-12%
|
|
|
671
|
International Assets Investment Management
Orlando,
Florida
|
$1.57M
|
+$985K
|
+16,184
|
+165%
|
|
|
672
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$1.57M
|
-$20.9K
|
-344
|
-1%
|
|
|
673
|
WrapManager Inc
Mill Valley,
California
|
$1.55M
|
-$158K
|
-2,588
|
-9%
|
|
|
674
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.55M
|
+$1.22M
|
+20,004
|
+361%
|
|
|
675
|
Glenview Trust
Louisville,
Kentucky
|
$1.55M
|
-$86.9K
|
-1,428
|
-5%
|
|
