|
801
|
HUB Investment Partners
Austin,
Texas
|
$928K
|
+$92.8K
|
+695
|
+12%
|
|
|
802
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$927K
|
-$115K
|
-863
|
-11%
|
|
|
803
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$926K
|
-$150K
|
-1,125
|
-14%
|
|
|
804
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$925K
|
+$59.4K
|
+445
|
+6%
|
|
|
805
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$922K
|
+$48.1K
|
+360
|
+6%
|
|
|
806
|
True Wealth Design
Akron,
Ohio
|
$918K
|
-$401
|
-3
|
-0%
|
|
|
807
|
Excalibur Management
Waltham,
Massachusetts
|
$910K
|
+$41.7K
|
+312
|
+5%
|
|
|
808
|
Argent Trust Co
Nashville,
Tennessee
|
$909K
|
-$51.4K
|
-385
|
-6%
|
|
|
809
|
Farther Finance Advisors
San Francisco,
California
|
$906K
|
+$231K
|
+1,728
|
+36%
|
|
|
810
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$902K
|
-$60.8K
|
-455
|
-7%
|
|
|
811
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$901K
|
+$47.7K
|
+357
|
+6%
|
|
|
812
|
Brighton Jones LLC
Seattle,
Washington
|
$900K
|
+$122K
|
+917
|
+16%
|
|
|
813
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$900K
|
+$423K
|
+3,169
|
+95%
|
|
|
814
|
Fayez Sarofim & Co
Houston,
Texas
|
$899K
|
-$174K
|
-1,300
|
-17%
|
|
|
815
|
Sawyer & Company
Boston,
Massachusetts
|
$894K
|
-$12K
|
-90
|
-1%
|
|
|
816
|
V-Square Quantitative Management
Chicago,
Illinois
|
$893K
|
-$6.54K
|
-49
|
-0.8%
|
|
|
817
|
SS&H Financial Advisors
Troy,
Michigan
|
$892K
|
-$26.7K
|
-200
|
-3%
|
|
|
818
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$892K
|
+$862K
|
+6,452
|
New
|
|
|
819
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$892K
|
-$17.9K
|
-134
|
-2%
|
|
|
820
|
IFP Advisors
Tampa,
Florida
|
$882K
|
+$33.1K
|
+248
|
+4%
|
|
|
821
|
|
$877K
|
+$329K
|
+2,462
|
+63%
|
|
|
822
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$870K
|
–
|
–
|
–
|
|
|
823
|
Legacy Capital Group California
Los Gatos,
California
|
$868K
|
-$29K
|
-217
|
-3%
|
|
|
824
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$868K
|
–
|
–
|
–
|
|
|
825
|
Modera Wealth Management
Westwood,
New Jersey
|
$867K
|
+$67.7K
|
+507
|
+9%
|
|
