|
1676
|
Cascades Capital Asset Management
Greensboro,
North Carolina
|
$2.31M
|
+$147K
|
+290
|
+7%
|
|
|
1677
|
American National Bank & Trust
Wichita Falls,
Texas
|
$2.31M
|
-$230K
|
-454
|
-9%
|
|
|
1678
|
Burney Company
Reston,
Virginia
|
$2.31M
|
-$52.1K
|
-103
|
-2%
|
|
|
1679
|
Victory Financial Group
Austin,
Texas
|
$2.31M
|
+$2.28M
|
+4,517
|
New
|
|
|
1680
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$2.3M
|
+$643K
|
+1,272
|
+39%
|
|
|
1681
|
Capital Group Private Client Services
Los Angeles,
California
|
$2.3M
|
-$459K
|
-907
|
-17%
|
|
|
1682
|
Veridan Wealth
West Linn,
Oregon
|
$2.3M
|
+$2.24M
|
+4,435
|
New
|
|
|
1683
|
Edge Financial Advisors
Wheaton,
Illinois
|
$2.28M
|
-$40.5K
|
-80
|
-2%
|
|
|
1684
|
WT Wealth Management
Scottsdale,
Arizona
|
$2.28M
|
+$282K
|
+558
|
+14%
|
|
|
1685
|
Morton Capital Management
Calabasas,
California
|
$2.27M
|
+$3.04K
|
+6
|
+0.1%
|
|
|
1686
|
TrinityPoint Wealth
Milford,
Connecticut
|
$2.26M
|
-$17.7K
|
-35
|
-0.8%
|
|
|
1687
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$2.26M
|
+$167K
|
+330
|
+8%
|
|
|
1688
|
Accredited Investors
Edina,
Minnesota
|
$2.25M
|
+$321K
|
+634
|
+17%
|
|
|
1689
|
ProVise Management Group
Clearwater,
Florida
|
$2.24M
|
-$2.5M
|
-4,948
|
-53%
|
|
|
1690
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$2.24M
|
–
|
–
|
–
|
|
|
1691
|
Aire Advisors
Beverly Hills,
California
|
$2.24M
|
+$140K
|
+276
|
+7%
|
|
|
1692
|
Lionshead Wealth Management
New York
|
$2.24M
|
+$2.21M
|
+4,374
|
New
|
|
|
1693
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$2.24M
|
-$2.02K
|
-4
|
-0.1%
|
|
|
1694
|
Ignite Planners
San Clemente,
California
|
$2.24M
|
+$84.5K
|
+167
|
+4%
|
|
|
1695
|
Hummer Financial Advisory Services
Chicago,
Illinois
|
$2.23M
|
–
|
–
|
–
|
|
|
1696
|
Bank of Marin
Novato,
California
|
$2.22M
|
-$17.2K
|
-34
|
-0.8%
|
|
|
1697
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$2.22M
|
+$506
|
+1
|
+0%
|
|
|
1698
|
American Money Management
Rancho Santa Fe,
California
|
$2.21M
|
-$19.2K
|
-38
|
-0.9%
|
|
|
1699
|
Kiely Wealth Advisory Group
Kernersville,
North Carolina
|
$2.21M
|
+$352K
|
+695
|
+16%
|
|
|
1700
|
Glenview Trust
Louisville,
Kentucky
|
$2.21M
|
-$62.2K
|
-123
|
-3%
|
|
