|
626
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$968K
|
+$4.07K
|
+50
|
+0.5%
|
|
|
627
|
HB Wealth Management
Atlanta,
Georgia
|
$963K
|
+$168K
|
+2,069
|
+24%
|
|
|
628
|
Valeo Financial Advisors
Carmel,
Indiana
|
$955K
|
+$185K
|
+2,278
|
+27%
|
|
|
629
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$953K
|
-$7.74K
|
-95
|
-0.9%
|
|
|
630
|
Financial Counselors Inc
Overland Park,
Kansas
|
$953K
|
+$33.8K
|
+415
|
+4%
|
|
|
631
|
Great Diamond Partners
Portland,
Maine
|
$947K
|
+$71.5K
|
+878
|
+9%
|
|
|
632
|
MeadowBrook Investment Advisors
Livonia,
Michigan
|
$938K
|
+$847K
|
+10,400
|
New
|
|
|
633
|
Compass Wealth Management
Guilford,
Connecticut
|
$936K
|
-$197K
|
-2,425
|
-19%
|
|
|
634
|
ClearBridge Investments
New York
|
$934K
|
–
|
–
|
–
|
|
|
635
|
Summit Global Investments
Bountiful,
Utah
|
$931K
|
-$80.6K
|
-990
|
-9%
|
|
|
636
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$930K
|
-$4.88K
|
-60
|
-0.6%
|
|
|
637
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$929K
|
+$62.8K
|
+771
|
+8%
|
|
|
638
|
Caldwell Trust
Venice,
Florida
|
$917K
|
-$21.7K
|
-267
|
-3%
|
|
|
639
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$907K
|
-$977
|
-12
|
-0.1%
|
|
|
640
|
Prescott Group Capital Management
Tulsa,
Oklahoma
|
$902K
|
–
|
–
|
–
|
|
|
641
|
Freedom Investment Management
Hartford,
Connecticut
|
$892K
|
-$38.8K
|
-477
|
-5%
|
|
|
642
|
Evernest Financial Advisors
Carmel,
Indiana
|
$889K
|
+$802K
|
+9,855
|
New
|
|
|
643
|
Westover Capital Advisors
Wilmington,
Delaware
|
$888K
|
-$5.21K
|
-64
|
-0.6%
|
|
|
644
|
Meeder Advisory Services
Dublin,
Ohio
|
$875K
|
+$30.9K
|
+379
|
+4%
|
|
|
645
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$873K
|
+$788K
|
+9,681
|
New
|
|
|
646
|
STAR Financial Bank
Fort Wayne,
Indiana
|
$872K
|
+$55.7K
|
+684
|
+8%
|
|
|
647
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$871K
|
+$23.3K
|
+286
|
+3%
|
|
|
648
|
|
$871K
|
+$534K
|
+6,564
|
+212%
|
|
|
649
|
Bartlett & Co
Cincinnati,
Ohio
|
$871K
|
+$23.3K
|
+286
|
+3%
|
|
|
650
|
Boothbay Fund Management
New York
|
$863K
|
-$958K
|
-11,768
|
-55%
|
|
