|
726
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1.06M
|
+$1.03M
|
+4,167
|
New
|
|
|
727
|
Parallel Advisors
San Francisco,
California
|
$1.06M
|
+$82.9K
|
+335
|
+9%
|
|
|
728
|
Ascent Wealth Partners
New Hartford,
New York
|
$1.05M
|
+$1.73K
|
+7
|
+0.2%
|
|
|
729
|
Athena Investment Management
Orinda,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
730
|
Horizon Investments
Charlotte,
North Carolina
|
$1.05M
|
+$42.3K
|
+171
|
+4%
|
|
|
731
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.05M
|
-$74.2K
|
-300
|
-7%
|
|
|
732
|
Independent Financial Group
San Diego,
California
|
$1.05M
|
+$552K
|
+2,230
|
+118%
|
|
|
733
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.05M
|
+$86.1K
|
+348
|
+9%
|
|
|
734
|
American Money Management
Rancho Santa Fe,
California
|
$1.04M
|
-$1.65M
|
-6,665
|
-62%
|
|
|
735
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
736
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.03M
|
+$13.4K
|
+54
|
+1%
|
|
|
737
|
Wendell David Associates
Portsmouth,
New Hampshire
|
$1.03M
|
+$14.8K
|
+60
|
+2%
|
|
|
738
|
Wilkins Investment Counsel
Boston,
Massachusetts
|
$1.03M
|
+$575K
|
+2,325
|
+137%
|
|
|
739
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.02M
|
+$247K
|
+1,000
|
+33%
|
|
|
740
|
Wealthspire Advisors (New York)
New York
|
$1.02M
|
-$55.2K
|
-223
|
-5%
|
|
|
741
|
Anson Funds Management
Dallas,
Texas
|
$1.02M
|
+$990K
|
+4,000
|
New
|
|
|
742
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.02M
|
-$105K
|
-425
|
-10%
|
|
|
743
|
|
$1.02M
|
-$332K
|
-1,341
|
-25%
|
|
|
744
|
Financial Security Advisor
Virginia Beach,
Virginia
|
$1.02M
|
+$1.48K
|
+6
|
+0.2%
|
|
|
745
|
Grandview Asset Management
Harrisburg,
Pennsylvania
|
$1.01M
|
–
|
–
|
–
|
|
|
746
|
Pinnacle West Asset Management
Casper,
Wyoming
|
$1M
|
-$3.71K
|
-15
|
-0.4%
|
|
|
747
|
Precedent Wealth Partners
Houston,
Texas
|
$1M
|
+$90.8K
|
+367
|
+10%
|
|
|
748
|
D.J. St. Germain
Springfield,
Massachusetts
|
$999K
|
-$5.69K
|
-23
|
-0.6%
|
|
|
749
|
Quadcap Wealth Management
Frisco,
Texas
|
$998K
|
-$127K
|
-512
|
-12%
|
|
|
750
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$997K
|
-$27.2K
|
-110
|
-3%
|
|
