|
526
|
Central Trust Company
Jefferson City,
Missouri
|
$748K
|
+$11.8K
|
+136
|
+2%
|
|
|
527
|
Dillon & Associates
Jackson,
Michigan
|
$744K
|
–
|
–
|
–
|
|
|
528
|
Foresight Wealth Management
Draper,
Utah
|
$744K
|
+$153K
|
+1,769
|
+26%
|
|
|
529
|
Epoch Investment Partners
New York
|
$738K
|
+$445K
|
+5,140
|
+157%
|
|
|
530
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$734K
|
+$140K
|
+1,612
|
+24%
|
|
|
531
|
BSW Wealth Partners
Boulder,
Colorado
|
$733K
|
+$227K
|
+2,617
|
+46%
|
|
|
532
|
ClearBridge Investments
New York
|
$731K
|
-$2.68M
|
-30,990
|
-79%
|
|
|
533
|
Means Investment Company
Bangor,
Maine
|
$731K
|
+$5.71K
|
+66
|
+0.8%
|
|
|
534
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$731K
|
+$722K
|
+8,335
|
New
|
|
|
535
|
Connectus Wealth
Cincinnati,
Ohio
|
$727K
|
-$464K
|
-5,360
|
-39%
|
|
|
536
|
Klingenstein Fields & Co
New York
|
$725K
|
-$106K
|
-1,222
|
-13%
|
|
|
537
|
EP Wealth Advisors
Torrance,
California
|
$717K
|
-$27.3K
|
-315
|
-4%
|
|
|
538
|
Marotta Asset Management
Charlottesville,
Virginia
|
$712K
|
+$3.81K
|
+44
|
+0.5%
|
|
|
539
|
Essex Financial Services
Essex,
Connecticut
|
$710K
|
-$18.4K
|
-212
|
-3%
|
|
|
540
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$709K
|
+$47.6K
|
+550
|
+7%
|
|
|
541
|
Covington Capital Management
Los Angeles,
California
|
$708K
|
–
|
–
|
–
|
|
|
542
|
1620 Investment Advisors
Plymouth,
Massachusetts
|
$694K
|
–
|
–
|
–
|
|
|
543
|
First Foundation Advisors
Irvine,
California
|
$693K
|
-$42.5K
|
-491
|
-6%
|
|
|
544
|
WealthSource Partners
San Luis Obispo,
California
|
$690K
|
-$26.8K
|
-310
|
-4%
|
|
|
545
|
Mill Capital Management
Concord,
North Carolina
|
$688K
|
-$34.6K
|
-400
|
-5%
|
|
|
546
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$686K
|
-$73.7K
|
-851
|
-10%
|
|
|
547
|
Avidian Wealth Enterprises
Houston,
Texas
|
$676K
|
-$158K
|
-1,828
|
-19%
|
|
|
548
|
Gyon Technologies Capital Management
Denville,
New Jersey
|
$676K
|
+$667K
|
+7,699
|
New
|
|
|
549
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$671K
|
+$67.2K
|
+776
|
+11%
|
|
|
550
|
MAI Capital Management
Independence,
Ohio
|
$661K
|
+$88.6K
|
+1,023
|
+16%
|
|
