|
701
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.23M
|
-$265K
|
-2,451
|
-15%
|
|
|
702
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.23M
|
+$596K
|
+5,507
|
+63%
|
|
|
703
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.22M
|
-$15.9K
|
-147
|
-1%
|
|
|
704
|
LVW Advisors
Pittsford,
New York
|
$1.22M
|
-$118K
|
-1,091
|
-7%
|
|
|
705
|
Brighton Jones LLC
Seattle,
Washington
|
$1.22M
|
-$112K
|
-1,039
|
-7%
|
|
|
706
|
Moser Wealth Advisors
Bellevue,
Washington
|
$1.21M
|
+$91.1K
|
+842
|
+6%
|
|
|
707
|
Cox Capital Management
Andover,
Massachusetts
|
$1.21M
|
-$146K
|
-1,348
|
-9%
|
|
|
708
|
Embree Financial Group
Chicago,
Illinois
|
$1.21M
|
+$1.52M
|
+14,062
|
New
|
|
|
709
|
Iconiq Capital
San Francisco,
California
|
$1.21M
|
+$828K
|
+7,655
|
+120%
|
|
|
710
|
Montis Financial
Waltham,
Massachusetts
|
$1.2M
|
–
|
–
|
–
|
|
|
711
|
Savant Capital
Rockford,
Illinois
|
$1.2M
|
+$177K
|
+1,640
|
+13%
|
|
|
712
|
Waverly Advisors
Birmingham,
Alabama
|
$1.2M
|
+$773K
|
+7,147
|
+105%
|
|
|
713
|
Angeles Wealth Management
Santa Monica,
California
|
$1.2M
|
+$24.3K
|
+225
|
+2%
|
|
|
714
|
Fidelis Capital Partners
Tampa,
Florida
|
$1.18M
|
-$647K
|
-5,984
|
-29%
|
|
|
715
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.18M
|
+$5.51K
|
+51
|
+0.4%
|
|
|
716
|
Stokes Capital Advisors
Greenwood,
South Carolina
|
$1.17M
|
+$99.5K
|
+920
|
+7%
|
|
|
717
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.17M
|
+$8.65K
|
+80
|
+0.6%
|
|
|
718
|
American Trust
Lexington,
Kentucky
|
$1.17M
|
+$93.4K
|
+864
|
+7%
|
|
|
719
|
Financial Advocates Investment Management
Olympia,
Washington
|
$1.17M
|
-$450K
|
-4,165
|
-23%
|
|
|
720
|
|
$1.16M
|
-$110K
|
-1,015
|
-7%
|
|
|
721
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.16M
|
-$478K
|
-4,417
|
-25%
|
|
|
722
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.16M
|
–
|
–
|
–
|
|
|
723
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.15M
|
–
|
–
|
–
|
|
|
724
|
Moody Lynn & Lieberson
Boston,
Massachusetts
|
$1.15M
|
-$43.3K
|
-400
|
-3%
|
|
|
725
|
PDS Planning
Dublin,
Ohio
|
$1.14M
|
+$19.9K
|
+184
|
+1%
|
|
