|
651
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$793K
|
-$1.88M
|
-95,246
|
-71%
|
|
|
652
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$792K
|
–
|
–
|
–
|
|
|
653
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$786K
|
+$38.6K
|
+1,952
|
+5%
|
|
|
654
|
Donaldson Capital Management
Evansville,
Indiana
|
$782K
|
-$117K
|
-5,914
|
-13%
|
|
|
655
|
Lowe Brockenbrough & Co
Richmond,
Virginia
|
$775K
|
–
|
–
|
–
|
|
|
656
|
St. Denis J. Villere & Co
New Orleans,
Louisiana
|
$771K
|
–
|
–
|
–
|
|
|
657
|
Forum Financial Management
Lombard,
Illinois
|
$770K
|
+$113K
|
+5,736
|
+18%
|
|
|
658
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$764K
|
-$40.6K
|
-2,052
|
-5%
|
|
|
659
|
Hardin Capital Partners
Greenville,
South Carolina
|
$758K
|
-$20.4K
|
-1,034
|
-3%
|
|
|
660
|
Twele Capital Management
Minnetonka,
Minnesota
|
$758K
|
-$5.38K
|
-272
|
-0.7%
|
|
|
661
|
NDVR Inc
Boston,
Massachusetts
|
$757K
|
+$26.6K
|
+1,346
|
+4%
|
|
|
662
|
Ballentine Partners
Waltham,
Massachusetts
|
$756K
|
–
|
–
|
–
|
|
|
663
|
Cardiff Park Advisors
Carlsbad,
California
|
$748K
|
+$17.5K
|
+886
|
+2%
|
|
|
664
|
Biltmore Family Office
Charlotte,
North Carolina
|
$744K
|
+$716K
|
+36,188
|
New
|
|
|
665
|
Emergent Wealth Advisors
Williamsville,
New York
|
$742K
|
-$2.41K
|
-122
|
-0.3%
|
|
|
666
|
Capital Planning
Bellevue,
Washington
|
$737K
|
-$2.73K
|
-138
|
-0.4%
|
|
|
667
|
Principal Securities
Des Moines,
Iowa
|
$734K
|
+$209K
|
+10,574
|
+42%
|
|
|
668
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$731K
|
+$13K
|
+656
|
+2%
|
|
|
669
|
Stone Summit Wealth
Miami,
Florida
|
$731K
|
-$7.91K
|
-400
|
-1%
|
|
|
670
|
Harbour Investment Management
Edmonds,
Washington
|
$731K
|
–
|
–
|
–
|
|
|
671
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$728K
|
+$336K
|
+16,982
|
+92%
|
|
|
672
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$728K
|
-$15K
|
-760
|
-2%
|
|
|
673
|
KeyBank National Association
Cleveland,
Ohio
|
$722K
|
+$1.26K
|
+64
|
+0.2%
|
|
|
674
|
Mather Group
Chicago,
Illinois
|
$718K
|
-$6.25K
|
-316
|
-0.9%
|
|
|
675
|
Front Row Advisors
Tiburon,
California
|
$716K
|
–
|
–
|
–
|
|
