|
701
|
Archvest Wealth Advisors
Concord,
California
|
$336K
|
+$17.4K
|
+75
|
+7%
|
|
|
702
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$335K
|
-$183K
|
-791
|
-40%
|
|
|
703
|
Silvercrest Asset Management
New York
|
$333K
|
–
|
–
|
–
|
|
|
704
|
Advance Capital Management
Southfield,
Michigan
|
$331K
|
–
|
–
|
–
|
|
|
705
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$331K
|
+$275K
|
+1,186
|
New
|
|
|
706
|
Leeward Financial Partners
Bellevue,
Washington
|
$327K
|
-$6.72K
|
-29
|
-2%
|
|
|
707
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$327K
|
+$272K
|
+1,173
|
New
|
|
|
708
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$327K
|
+$272K
|
+1,171
|
New
|
|
|
709
|
Americana Partners
Houston,
Texas
|
$325K
|
–
|
–
|
–
|
|
|
710
|
Tempus Wealth Planning
Irvine,
California
|
$324K
|
–
|
–
|
–
|
|
|
711
|
Congress Wealth Management
Boston,
Massachusetts
|
$323K
|
+$269K
|
+1,159
|
New
|
|
|
712
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$322K
|
–
|
–
|
–
|
|
|
713
|
Sequent Asset Management
Houston,
Texas
|
$321K
|
+$11.6K
|
+50
|
+5%
|
|
|
714
|
First Horizon Advisors
Memphis,
Tennessee
|
$321K
|
+$52.4K
|
+226
|
+24%
|
|
|
715
|
Harvest Investment Services
Oakbrook Terrace,
Illinois
|
$320K
|
+$31.3K
|
+135
|
+13%
|
|
|
716
|
Greenline Partners
New York
|
$320K
|
+$266K
|
+1,147
|
New
|
|
|
717
|
Bank of New York Mellon
New York
|
$320K
|
-$4.31M
|
-18,568
|
-94%
|
|
|
718
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$318K
|
-$39.4K
|
-170
|
-13%
|
|
|
719
|
Alpha Cubed Investments
Irvine,
California
|
$318K
|
+$3.94K
|
+17
|
+2%
|
|
|
720
|
Ascent Wealth Partners
New Hartford,
New York
|
$318K
|
-$66.1K
|
-285
|
-20%
|
|
|
721
|
Angeles Wealth Management
Santa Monica,
California
|
$316K
|
–
|
–
|
–
|
|
|
722
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$314K
|
-$3.71K
|
-16
|
-1%
|
|
|
723
|
Welch & Forbes
Boston,
Massachusetts
|
$312K
|
–
|
–
|
–
|
|
|
724
|
KFA Private Wealth Group
Tysons,
Virginia
|
$310K
|
-$8.81K
|
-38
|
-3%
|
|
|
725
|
Facet Wealth Inc
Baltimore,
Maryland
|
$309K
|
+$248K
|
+1,069
|
New
|
|
