|
851
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$3.59M
|
+$396K
|
+1,607
|
+13%
|
|
|
852
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.59M
|
+$1.05M
|
+4,249
|
+41%
|
|
|
853
|
CFM Wealth Partners
Austin,
Texas
|
$3.58M
|
+$131K
|
+531
|
+4%
|
|
|
854
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$3.58M
|
+$7.39K
|
+30
|
+0.2%
|
|
|
855
|
Tidal Investments
Milwaukee,
Wisconsin
|
$3.57M
|
-$354K
|
-1,437
|
-9%
|
|
|
856
|
Parthenon LLC
Louisville,
Kentucky
|
$3.54M
|
-$7.88K
|
-32
|
-0.2%
|
|
|
857
|
FAS Wealth Partners
Leawood,
Kansas
|
$3.54M
|
+$357K
|
+1,450
|
+11%
|
|
|
858
|
Liberty Capital Management
Birmingham,
Michigan
|
$3.54M
|
+$9.36K
|
+38
|
+0.3%
|
|
|
859
|
Barings
Charlotte,
North Carolina
|
$3.51M
|
+$462K
|
+1,874
|
+15%
|
|
|
860
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$3.51M
|
+$78.6K
|
+319
|
+2%
|
|
|
861
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$3.49M
|
-$108K
|
-440
|
-3%
|
|
|
862
|
Bray Capital Advisors
Naples,
Florida
|
$3.48M
|
+$22.7K
|
+92
|
+0.7%
|
|
|
863
|
Means Investment Company
Bangor,
Maine
|
$3.48M
|
+$14.5K
|
+59
|
+0.4%
|
|
|
864
|
Harbour Investments
Madison,
Wisconsin
|
$3.47M
|
+$3.46M
|
+14,052
|
New
|
|
|
865
|
Bell Bank
Fargo,
North Dakota
|
$3.45M
|
+$61.8K
|
+251
|
+2%
|
|
|
866
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.45M
|
+$1.57M
|
+6,375
|
+84%
|
|
|
867
|
Carret Asset Management
New York
|
$3.43M
|
-$1.48K
|
-6
|
-0%
|
|
|
868
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$3.42M
|
+$109K
|
+441
|
+3%
|
|
|
869
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$3.42M
|
-$44.8K
|
-182
|
-1%
|
|
|
870
|
Clearstead Trust
Portland,
Maine
|
$3.41M
|
+$249K
|
+1,013
|
+8%
|
|
|
871
|
Mission Creek Capital Partners
San Francisco,
California
|
$3.41M
|
+$14.8K
|
+60
|
+0.4%
|
|
|
872
|
AssetMark Inc
Concord,
California
|
$3.41M
|
+$1.24M
|
+5,023
|
+57%
|
|
|
873
|
Mattern Wealth Management
Lawrence,
Kansas
|
$3.4M
|
+$7.63K
|
+31
|
+0.2%
|
|
|
874
|
Jackson Wealth Management
Lake Mary,
Florida
|
$3.39M
|
-$5.12M
|
-20,778
|
-60%
|
|
|
875
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$3.39M
|
+$3.39M
|
+13,745
|
New
|
|
