|
651
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.51M
|
+$61K
|
+2,472
|
+4%
|
|
|
652
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.51M
|
+$870K
|
+35,232
|
+143%
|
|
|
653
|
Gradient Investments
Arden Hills,
Minnesota
|
$1.5M
|
-$38.8K
|
-1,572
|
-3%
|
|
|
654
|
YorkBridge Wealth Partners
New York
|
$1.5M
|
+$90.8K
|
+3,678
|
+7%
|
|
|
655
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.49M
|
+$34K
|
+1,377
|
+2%
|
|
|
656
|
Huntington National Bank
Columbus,
Ohio
|
$1.49M
|
–
|
–
|
–
|
|
|
657
|
G2 Capital Management
Columbus,
Ohio
|
$1.49M
|
+$1.46M
|
+59,079
|
New
|
|
|
658
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.48M
|
+$393K
|
+15,909
|
+37%
|
|
|
659
|
MYeCFO
La Jolla,
California
|
$1.46M
|
+$1.44M
|
+58,176
|
New
|
|
|
660
|
Camden National Bank
Camden,
Maine
|
$1.46M
|
+$456K
|
+18,462
|
+47%
|
|
|
661
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$1.46M
|
+$92.6K
|
+3,753
|
+7%
|
|
|
662
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.45M
|
+$109K
|
+4,434
|
+8%
|
|
|
663
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.44M
|
-$348K
|
-14,100
|
-20%
|
|
|
664
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$1.44M
|
+$1.41M
|
+57,195
|
New
|
|
|
665
|
Windle Wealth
Oklahoma City,
Oklahoma
|
$1.43M
|
+$1.4M
|
+56,895
|
New
|
|
|
666
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.43M
|
+$13K
|
+525
|
+0.9%
|
|
|
667
|
Warner Financial
Bethesda,
Maryland
|
$1.43M
|
+$330K
|
+13,374
|
+31%
|
|
|
668
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$1.42M
|
+$55.2K
|
+2,235
|
+4%
|
|
|
669
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.41M
|
+$281K
|
+11,370
|
+25%
|
|
|
670
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.4M
|
+$55.4K
|
+2,244
|
+4%
|
|
|
671
|
Mengis Capital Management
Portland,
Oregon
|
$1.4M
|
+$11.5K
|
+465
|
+0.8%
|
|
|
672
|
Brighton Jones LLC
Seattle,
Washington
|
$1.4M
|
-$146K
|
-5,928
|
-10%
|
|
|
673
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.39M
|
-$123K
|
-4,965
|
-8%
|
|
|
674
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$1.39M
|
+$107K
|
+4,344
|
+9%
|
|
|
675
|
Wills Financial Group
Richmond,
Virginia
|
$1.38M
|
+$85.9K
|
+3,480
|
+7%
|
|
