|
626
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.56M
|
+$437K
|
+18,388
|
+40%
|
|
|
627
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.55M
|
+$59.9K
|
+2,521
|
+4%
|
|
|
628
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.53M
|
+$28.2K
|
+1,187
|
+2%
|
|
|
629
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.52M
|
-$41.6K
|
-1,750
|
-3%
|
|
|
630
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.52M
|
+$701K
|
+29,480
|
+88%
|
|
|
631
|
Planned Solutions
Folsom,
California
|
$1.52M
|
+$19.9K
|
+836
|
+1%
|
|
|
632
|
Abacus Planning Group
Columbia,
South Carolina
|
$1.51M
|
-$14.1K
|
-594
|
-0.9%
|
|
|
633
|
White Pine Investment Company
Livonia,
Michigan
|
$1.51M
|
-$3.28K
|
-138
|
-0.2%
|
|
|
634
|
WJ Financial Advisors
Killingworth,
Connecticut
|
$1.5M
|
+$87.5K
|
+3,680
|
+6%
|
|
|
635
|
Thompson Investment Management
Madison,
Wisconsin
|
$1.5M
|
–
|
–
|
–
|
|
|
636
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.5M
|
+$8.3K
|
+349
|
+0.6%
|
|
|
637
|
James Investment Research
Alpha,
Ohio
|
$1.5M
|
+$332K
|
+13,948
|
+29%
|
|
|
638
|
KRM Wealth Management
Reno,
Nevada
|
$1.49M
|
+$1.47M
|
+62,036
|
New
|
|
|
639
|
FDx Advisors
Chicago,
Illinois
|
$1.49M
|
-$112K
|
-4,712
|
-7%
|
|
|
640
|
Clark Asset Management
Stratham,
New Hampshire
|
$1.48M
|
-$496K
|
-20,878
|
-25%
|
|
|
641
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.48M
|
-$4.34M
|
-182,697
|
-75%
|
|
|
642
|
Brown Advisory
Baltimore,
Maryland
|
$1.48M
|
+$123K
|
+5,180
|
+9%
|
|
|
643
|
Pflug Koory
Omaha,
Nebraska
|
$1.48M
|
+$388K
|
+16,327
|
+36%
|
|
|
644
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.47M
|
-$3.9K
|
-164
|
-0.3%
|
|
|
645
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.46M
|
-$147K
|
-6,184
|
-9%
|
|
|
646
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$1.46M
|
-$704K
|
-29,632
|
-73%
|
|
|
647
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.45M
|
+$835K
|
+35,108
|
+138%
|
|
|
648
|
Westmount Partners
Los Angeles,
California
|
$1.45M
|
+$4.07K
|
+171
|
+0.3%
|
|
|
649
|
Principal Securities
Des Moines,
Iowa
|
$1.44M
|
+$42.2K
|
+1,776
|
+3%
|
|
|
650
|
One Capital Management
Westlake Village,
California
|
$1.44M
|
-$194K
|
-8,175
|
-12%
|
|
