|
626
|
FirstPurpose Wealth
Orem,
Utah
|
$1.08M
|
+$289K
|
+3,278
|
+38%
|
|
|
627
|
Seed Wealth Management
Evanston,
Illinois
|
$1.07M
|
–
|
–
|
–
|
|
|
628
|
PDS Planning
Dublin,
Ohio
|
$1.06M
|
+$60.6K
|
+688
|
+6%
|
|
|
629
|
Confluence Investment Management
St. Louis,
Missouri
|
$1.06M
|
-$332K
|
-3,764
|
-24%
|
|
|
630
|
Allworth Financial
Folsom,
California
|
$1.06M
|
+$174K
|
+1,979
|
+21%
|
|
|
631
|
Financial Counselors Inc
Overland Park,
Kansas
|
$1.05M
|
+$186K
|
+2,115
|
+22%
|
|
|
632
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.05M
|
+$496K
|
+5,628
|
+95%
|
|
|
633
|
Wealth Alliance
Mellville,
New York
|
$1.05M
|
+$74.1K
|
+841
|
+8%
|
|
|
634
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.04M
|
–
|
–
|
–
|
|
|
635
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$1.04M
|
+$802K
|
+9,105
|
+384%
|
|
|
636
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.04M
|
+$396K
|
+4,501
|
+65%
|
|
|
637
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.03M
|
+$159K
|
+1,806
|
+19%
|
|
|
638
|
Financial Perspectives
Minneapolis,
Minnesota
|
$1.03M
|
+$88
|
+1
|
+0%
|
|
|
639
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.03M
|
+$136K
|
+1,539
|
+16%
|
|
|
640
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$1.02M
|
+$389K
|
+4,414
|
+65%
|
|
|
641
|
KB Financial Partners
Princeton,
New Jersey
|
$1.02M
|
-$352
|
-4
|
-0%
|
|
|
642
|
Cooper Financial Group
Irvine,
California
|
$1.01M
|
+$66.2K
|
+752
|
+7%
|
|
|
643
|
Bath Savings Trust
Bath,
Maine
|
$1.01M
|
-$6.25K
|
-71
|
-0.6%
|
|
|
644
|
Cacti Asset Management
Atlanta,
Georgia
|
$1M
|
–
|
–
|
–
|
|
|
645
|
Klingenstein Fields & Co
New York
|
$990K
|
-$10.6K
|
-120
|
-1%
|
|
|
646
|
Cozad Asset Management
Champaign,
Illinois
|
$990K
|
+$112K
|
+1,268
|
+13%
|
|
|
647
|
Aberdeen Wealth Management
Lake Bluff,
Illinois
|
$985K
|
–
|
–
|
–
|
|
|
648
|
Wallace Advisory Group
Lafayette,
California
|
$978K
|
-$542K
|
-6,148
|
-50%
|
|
|
649
|
WFA of San Diego
San Diego,
California
|
$978K
|
-$22K
|
-250
|
-2%
|
|
|
650
|
|
$977K
|
+$243K
|
+2,762
|
+35%
|
|
