|
676
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$640K
|
+$613K
|
+1,662
|
New
|
|
|
677
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$638K
|
+$363K
|
+983
|
+145%
|
|
|
678
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$624K
|
-$36.1K
|
-98
|
-6%
|
|
|
679
|
Jupiter Wealth Management
Glendale,
Colorado
|
$623K
|
-$5.14M
|
-13,933
|
-84%
|
|
|
680
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$620K
|
+$673K
|
+1,825
|
+258%
|
|
|
681
|
Ranch Capital Advisors
Sarasota,
Florida
|
$617K
|
+$591K
|
+1,602
|
New
|
|
|
682
|
Abbot Financial Management
Andover,
Massachusetts
|
$611K
|
+$8.48K
|
+23
|
+1%
|
|
|
683
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$609K
|
-$46.1K
|
-125
|
-7%
|
|
|
684
|
|
$600K
|
+$575K
|
+1,560
|
New
|
|
|
685
|
Hellman Jordan Management Company
Quincy,
Massachusetts
|
$594K
|
-$426K
|
-1,156
|
-43%
|
|
|
686
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$591K
|
+$566K
|
+1,535
|
New
|
|
|
687
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$590K
|
+$565K
|
+1,533
|
New
|
|
|
688
|
Spearhead Capital Advisors
Wellington,
Florida
|
$587K
|
-$21K
|
-57
|
-4%
|
|
|
689
|
Personal Capital Advisors
Redwood City,
California
|
$582K
|
-$17.3K
|
-47
|
-3%
|
|
|
690
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$582K
|
+$40.9K
|
+111
|
+8%
|
|
|
691
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$578K
|
+$50.2K
|
+136
|
+10%
|
|
|
692
|
Carret Asset Management
New York
|
$577K
|
–
|
–
|
–
|
|
|
693
|
Amia Capital
London,
United Kingdom
|
$577K
|
+$553K
|
+1,500
|
New
|
|
|
694
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$574K
|
-$1.61M
|
-4,352
|
-74%
|
|
|
695
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$562K
|
+$126K
|
+342
|
+31%
|
|
|
696
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$560K
|
+$56.8K
|
+154
|
+12%
|
|
|
697
|
KCM Investment Advisors
Greenbrae,
California
|
$552K
|
-$191K
|
-519
|
-27%
|
|
|
698
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$548K
|
+$526K
|
+1,425
|
New
|
|
|
699
|
Fountainhead AM
Warren,
New Jersey
|
$547K
|
+$524K
|
+1,421
|
New
|
|
|
700
|
Sabadell Asset Management
Sant Cugat Del Valles,
Spain
|
$545K
|
–
|
–
|
–
|
|
