|
951
|
Fiduciary Financial Group
San Rafael,
California
|
$991K
|
+$422K
|
+5,312
|
+75%
|
|
|
952
|
Clearstead Advisors
Cleveland,
Ohio
|
$989K
|
-$49.4K
|
-621
|
-5%
|
|
|
953
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$987K
|
+$191K
|
+2,401
|
+24%
|
|
|
954
|
Optivise Advisory Services
Franklin,
Tennessee
|
$983K
|
+$659K
|
+8,287
|
+209%
|
|
|
955
|
True Vision MN
Woodbury,
Minnesota
|
$982K
|
-$38.5K
|
-484
|
-4%
|
|
|
956
|
Asset One Wealth Management
Bellevue,
Washington
|
$979K
|
+$951K
|
+11,961
|
New
|
|
|
957
|
Mendel Money Management
Northbrook,
Illinois
|
$976K
|
+$549K
|
+6,897
|
+131%
|
|
|
958
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$975K
|
+$239
|
+3
|
+0%
|
|
|
959
|
|
$973K
|
-$375K
|
-4,721
|
-28%
|
|
|
960
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$972K
|
+$265K
|
+3,333
|
+38%
|
|
|
961
|
Fiduciary Planning
Englewood,
Florida
|
$967K
|
+$795
|
+10
|
+0.1%
|
|
|
962
|
Spire Wealth Management
Mclean,
Virginia
|
$964K
|
-$244K
|
-3,064
|
-20%
|
|
|
963
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$959K
|
+$8.59K
|
+108
|
+0.9%
|
|
|
964
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$956K
|
-$340K
|
-4,275
|
-26%
|
|
|
965
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$953K
|
-$40.3K
|
-507
|
-4%
|
|
|
966
|
Troutman Wealth Management
Malvern,
Pennsylvania
|
$948K
|
+$940K
|
+11,816
|
New
|
|
|
967
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$945K
|
-$66.6K
|
-837
|
-7%
|
|
|
968
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$945K
|
-$70.7K
|
-889
|
-7%
|
|
|
969
|
Global Endowment Management
Charlotte,
North Carolina
|
$941K
|
+$933K
|
+11,731
|
New
|
|
|
970
|
Donaldson Capital Management
Evansville,
Indiana
|
$940K
|
–
|
–
|
–
|
|
|
971
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$936K
|
-$9.86K
|
-124
|
-1%
|
|
|
972
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$935K
|
+$299K
|
+3,762
|
+48%
|
|
|
973
|
Vantage Investment Partners
Kansas City,
Missouri
|
$934K
|
–
|
–
|
–
|
|
|
974
|
Next Level Wealth Planning
Meridian,
Idaho
|
$934K
|
-$9.62K
|
-121
|
-1%
|
|
|
975
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$932K
|
-$18.8K
|
-237
|
-2%
|
|
