|
676
|
Global Financial Private Client
Sarasota,
Florida
|
$1.59M
|
+$5.42K
|
+33
|
+0.4%
|
|
|
677
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.59M
|
+$467K
|
+2,846
|
+44%
|
|
|
678
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$1.57M
|
-$82.1K
|
-500
|
-5%
|
|
|
679
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$1.55M
|
+$610K
|
+3,714
|
+69%
|
|
|
680
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.55M
|
–
|
–
|
–
|
|
|
681
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$1.55M
|
+$4.93K
|
+30
|
+0.3%
|
|
|
682
|
KCM Investment Advisors
Greenbrae,
California
|
$1.55M
|
+$7.39K
|
+45
|
+0.5%
|
|
|
683
|
Diversified
Wilmington,
Delaware
|
$1.54M
|
+$76.4K
|
+465
|
+5%
|
|
|
684
|
WT Wealth Management
Scottsdale,
Arizona
|
$1.54M
|
+$821
|
+5
|
+0.1%
|
|
|
685
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.52M
|
+$475K
|
+2,894
|
+48%
|
|
|
686
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.51M
|
-$2.13K
|
-13
|
-0.1%
|
|
|
687
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.51M
|
+$12K
|
+73
|
+0.8%
|
|
|
688
|
New Republic Capital
Charlotte,
North Carolina
|
$1.49M
|
+$5.09K
|
+31
|
+0.4%
|
|
|
689
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.48M
|
-$1.04M
|
-6,320
|
-42%
|
|
|
690
|
RDA Financial Network
Akron,
Iowa
|
$1.48M
|
+$730K
|
+4,444
|
+106%
|
|
|
691
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$1.46M
|
+$488K
|
+2,972
|
+53%
|
|
|
692
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$1.45M
|
+$135K
|
+822
|
+11%
|
|
|
693
|
Tortoise Investment Management
White Plains,
New York
|
$1.42M
|
-$33.7K
|
-205
|
-2%
|
|
|
694
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.41M
|
+$132K
|
+804
|
+11%
|
|
|
695
|
Oppenheimer & Co
New York
|
$1.41M
|
+$653K
|
+3,975
|
+92%
|
|
|
696
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.41M
|
+$121K
|
+737
|
+10%
|
|
|
697
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$1.41M
|
+$892K
|
+5,433
|
+193%
|
|
|
698
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$1.41M
|
+$1.35M
|
+8,231
|
New
|
|
|
699
|
Madison Asset Management
Madison,
Wisconsin
|
$1.39M
|
–
|
–
|
–
|
|
|
700
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$1.39M
|
+$156K
|
+951
|
+13%
|
|
