|
701
|
Venturi Wealth Management
Austin,
Texas
|
$585K
|
+$90.4K
|
+69
|
+19%
|
|
|
702
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$584K
|
-$1.31K
|
-1
|
-0.2%
|
|
|
703
|
Parsonex Advisory Services
Englewood,
Colorado
|
$584K
|
+$27.5K
|
+21
|
+5%
|
|
|
704
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$580K
|
+$40.6K
|
+31
|
+8%
|
|
|
705
|
Bingham Private Wealth
San Francisco,
California
|
$578K
|
+$570K
|
+435
|
New
|
|
|
706
|
Atomi Financial Group
New York
|
$569K
|
+$113K
|
+86
|
+25%
|
|
|
707
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$564K
|
+$2.62K
|
+2
|
+0.5%
|
|
|
708
|
Stablepoint Partners
Braintree,
Massachusetts
|
$564K
|
+$5.24K
|
+4
|
+1%
|
|
|
709
|
UMB Bank
Kansas City,
Missouri
|
$563K
|
-$11.8K
|
-9
|
-2%
|
|
|
710
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$556K
|
+$32.8K
|
+25
|
+6%
|
|
|
711
|
Cura Wealth Advisors
Chicago,
Illinois
|
$547K
|
+$233K
|
+178
|
+76%
|
|
|
712
|
Shira Ridge Wealth Management
Larkspur,
California
|
$540K
|
–
|
–
|
–
|
|
|
713
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$535K
|
+$28.8K
|
+22
|
+6%
|
|
|
714
|
Forum Financial Management
Lombard,
Illinois
|
$531K
|
-$61.6K
|
-47
|
-11%
|
|
|
715
|
Fiduciary Trust
Boston,
Massachusetts
|
$531K
|
+$31.5K
|
+24
|
+6%
|
|
|
716
|
Argent Trust Co
Nashville,
Tennessee
|
$529K
|
-$94.4K
|
-72
|
-15%
|
|
|
717
|
D.A. Davidson & Co
Great Falls,
Montana
|
$524K
|
-$14.4K
|
-11
|
-3%
|
|
|
718
|
Evergreen Capital Management
Bellevue,
Washington
|
$524K
|
+$28.8K
|
+22
|
+6%
|
|
|
719
|
Perennial Advisors
New York
|
$519K
|
–
|
–
|
–
|
|
|
720
|
Equitable Holdings
New York
|
$519K
|
+$90.4K
|
+69
|
+21%
|
|
|
721
|
Pinnacle Associates
New York
|
$518K
|
-$6.55K
|
-5
|
-1%
|
|
|
722
|
Bay Rivers Group
Williamsburg,
Virginia
|
$516K
|
-$28.8K
|
-22
|
-5%
|
|
|
723
|
Diversified Trust
Memphis,
Tennessee
|
$516K
|
-$1.67M
|
-1,271
|
-77%
|
|
|
724
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$515K
|
–
|
–
|
–
|
|
|
725
|
Howard Capital Management
Roswell,
Georgia
|
$513K
|
+$2.62K
|
+2
|
+0.5%
|
|
