|
701
|
M3 Advisory Group
Needham Heights,
Massachusetts
|
$553K
|
+$3K
|
+27
|
+0.5%
|
|
|
702
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$551K
|
–
|
–
|
–
|
|
|
703
|
Neumann Capital Management
Foster City,
California
|
$551K
|
+$16.7K
|
+150
|
+3%
|
|
|
704
|
OneAscent Financial Services
Birmingham,
Alabama
|
$545K
|
+$549K
|
+4,942
|
New
|
|
|
705
|
Gradient Capital Advisors
San Diego,
California
|
$544K
|
-$778
|
-7
|
-0.1%
|
|
|
706
|
Strategic Blueprint
Atlanta,
Georgia
|
$543K
|
-$82.4K
|
-741
|
-13%
|
|
|
707
|
OxenFree Capital
Satellite Beach,
Florida
|
$535K
|
+$195K
|
+1,753
|
+57%
|
|
|
708
|
Cary Street Partners
Richmond,
Virginia
|
$534K
|
+$17.6K
|
+158
|
+0.5%
|
|
|
709
|
GLOBALT Investments
Atlanta,
Georgia
|
$533K
|
-$18.1K
|
-163
|
-3%
|
|
|
710
|
Triumph Capital Management
Denver,
Colorado
|
$532K
|
+$69.7K
|
+627
|
+15%
|
|
|
711
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$528K
|
-$211K
|
-1,895
|
-28%
|
|
|
712
|
Curat Global
Springfield,
New Hampshire
|
$527K
|
+$110K
|
+990
|
+26%
|
|
|
713
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$524K
|
+$31.8K
|
+286
|
+6%
|
|
|
714
|
Cascade Financial Partners
San Diego,
California
|
$523K
|
-$295K
|
-2,656
|
-36%
|
|
|
715
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$519K
|
-$408K
|
-3,670
|
-44%
|
|
|
716
|
Virtue Capital Management
Brentwood,
Tennessee
|
$516K
|
-$58.4M
|
-525,666
|
-99%
|
|
|
717
|
Forte Asset Management
Bedford,
New York
|
$513K
|
+$62K
|
+558
|
+14%
|
|
|
718
|
High Falls Advisors
Rochester,
New York
|
$509K
|
-$119K
|
-1,067
|
-19%
|
|
|
719
|
Granville Capital
Greensboro,
North Carolina
|
$508K
|
+$513K
|
+4,611
|
New
|
|
|
720
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$501K
|
–
|
–
|
–
|
|
|
721
|
Eastern Bank
Boston,
Massachusetts
|
$501K
|
+$38.2K
|
+344
|
+8%
|
|
|
722
|
Oxbow Advisors
Austin,
Texas
|
$497K
|
+$143K
|
+1,286
|
+40%
|
|
|
723
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$492K
|
+$111
|
+1
|
+0%
|
|
|
724
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$491K
|
-$32K
|
-288
|
-6%
|
|
|
725
|
Advyzon Investment Management
Lisle,
Illinois
|
$490K
|
+$119K
|
+1,069
|
+32%
|
|
