|
676
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$3.27M
|
+$255K
|
+2,905
|
+8%
|
|
|
677
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$3.27M
|
-$40K
|
-455
|
-1%
|
|
|
678
|
Perennial Investment Advisors
Los Angeles,
California
|
$3.25M
|
+$161K
|
+1,831
|
+5%
|
|
|
679
|
Denali Advisors
San Diego,
California
|
$3.23M
|
+$851K
|
+9,695
|
+34%
|
|
|
680
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$3.22M
|
+$3.35M
|
+38,152
|
New
|
|
|
681
|
Farther Finance Advisors
San Francisco,
California
|
$3.21M
|
+$1.32M
|
+15,054
|
+66%
|
|
|
682
|
Capital Market Strategies
Palm Beach Gardens,
Florida
|
$3.21M
|
-$1.2M
|
-13,647
|
-26%
|
|
|
683
|
Pinnacle Wealth Management
Roseville,
California
|
$3.19M
|
-$2.59M
|
-29,509
|
-44%
|
|
|
684
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$3.18M
|
+$139K
|
+1,588
|
+4%
|
|
|
685
|
Prospect Financial Services
Melville,
New York
|
$3.15M
|
+$26.7K
|
+304
|
+0.8%
|
|
|
686
|
Financial Sense Advisors
San Diego,
California
|
$3.15M
|
+$11K
|
+125
|
+0.3%
|
|
|
687
|
MGO One Seven
Beachwood,
Ohio
|
$3.15M
|
-$289K
|
-3,295
|
-8%
|
|
|
688
|
Ausdal Financial Partners
Davenport,
Iowa
|
$3.15M
|
-$1.23M
|
-14,003
|
-27%
|
|
|
689
|
SVB Wealth
Boston,
Massachusetts
|
$3.15M
|
-$267K
|
-3,040
|
-8%
|
|
|
690
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$3.14M
|
+$36.1K
|
+411
|
+1%
|
|
|
691
|
Graham Capital Management
Rowayton,
Connecticut
|
$3.14M
|
+$3.27M
|
+37,245
|
New
|
|
|
692
|
ORG Partners
Roanoke,
Indiana
|
$3.13M
|
+$142K
|
+1,619
|
+5%
|
|
|
693
|
Western Wealth Management
Golden,
Colorado
|
$3.11M
|
-$948K
|
-10,799
|
-23%
|
|
|
694
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.1M
|
-$1.63M
|
-18,616
|
-34%
|
|
|
695
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.09M
|
+$113K
|
+1,288
|
+4%
|
|
|
696
|
MAI Capital Management
Independence,
Ohio
|
$3.08M
|
-$441K
|
-5,017
|
-12%
|
|
|
697
|
Compass Capital Corp
Braintree,
Massachusetts
|
$3.08M
|
+$4.57K
|
+52
|
+0.1%
|
|
|
698
|
Cary Street Partners
Richmond,
Virginia
|
$3.08M
|
+$2.26M
|
+25,778
|
+241%
|
|
|
699
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.08M
|
-$961K
|
-10,938
|
-23%
|
|
|
700
|
MUFG Securities Americas
New York
|
$3.06M
|
+$529K
|
+6,025
|
+20%
|
|
