|
576
|
KeyBank National Association
Cleveland,
Ohio
|
$2.69M
|
-$29.5K
|
-159
|
-1%
|
|
|
577
|
SOA Wealth Advisors
New York
|
$2.69M
|
-$3.34K
|
-18
|
-0.1%
|
|
|
578
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$2.69M
|
-$28.4K
|
-153
|
-1%
|
|
|
579
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$2.68M
|
+$2.71M
|
+14,628
|
New
|
|
|
580
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.67M
|
+$13K
|
+70
|
+0.5%
|
|
|
581
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$2.65M
|
-$28.9K
|
-156
|
-1%
|
|
|
582
|
Claro Advisors
Boston,
Massachusetts
|
$2.65M
|
+$711K
|
+3,837
|
+36%
|
|
|
583
|
Roth Financial Partners
Kingwood,
Texas
|
$2.64M
|
–
|
–
|
–
|
|
|
584
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$2.64M
|
+$14.1K
|
+76
|
+0.5%
|
|
|
585
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$2.64M
|
-$135K
|
-729
|
-5%
|
|
|
586
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$2.63M
|
-$45.8K
|
-247
|
-2%
|
|
|
587
|
Affinity Capital Advisors
Berkeley,
California
|
$2.62M
|
+$78.8K
|
+425
|
+3%
|
|
|
588
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$2.62M
|
-$58K
|
-313
|
-2%
|
|
|
589
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.61M
|
+$91.6K
|
+494
|
+4%
|
|
|
590
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$2.61M
|
-$93.6K
|
-505
|
-3%
|
|
|
591
|
Bridges Investment Management
Omaha,
Nebraska
|
$2.61M
|
–
|
–
|
–
|
|
|
592
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$2.6M
|
–
|
–
|
–
|
|
|
593
|
Roundview Capital
Princeton,
New Jersey
|
$2.58M
|
+$113K
|
+610
|
+5%
|
|
|
594
|
Williams Jones Wealth Management
New York
|
$2.58M
|
-$347K
|
-1,870
|
-12%
|
|
|
595
|
Meridian Financial
Holliston,
Massachusetts
|
$2.58M
|
+$14.6K
|
+79
|
+0.6%
|
|
|
596
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$2.57M
|
-$113K
|
-611
|
-4%
|
|
|
597
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$2.57M
|
+$2.59M
|
+13,990
|
New
|
|
|
598
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.57M
|
+$573K
|
+3,089
|
+28%
|
|
|
599
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.57M
|
+$161K
|
+867
|
+7%
|
|
|
600
|
Principle Wealth Partners
Madison,
Connecticut
|
$2.55M
|
-$304K
|
-1,639
|
-11%
|
|
