|
601
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2.83M
|
+$318K
|
+1,597
|
+12%
|
|
|
602
|
BIP Wealth
Atlanta,
Georgia
|
$2.83M
|
+$297K
|
+1,490
|
+11%
|
|
|
603
|
KeyBank National Association
Cleveland,
Ohio
|
$2.82M
|
+$44K
|
+221
|
+2%
|
|
|
604
|
Courier Capital
Buffalo,
New York
|
$2.82M
|
+$26.7K
|
+134
|
+0.9%
|
|
|
605
|
Halpern Financial
Ashburn,
Virginia
|
$2.81M
|
+$945K
|
+4,745
|
+47%
|
|
|
606
|
Brick & Kyle Associates
Newtown,
Pennsylvania
|
$2.81M
|
-$8.77K
|
-44
|
-0.3%
|
|
|
607
|
Gradient Capital Advisors
San Diego,
California
|
$2.78M
|
+$25.9K
|
+130
|
+0.9%
|
|
|
608
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.78M
|
+$3.79K
|
+19
|
+0.1%
|
|
|
609
|
Petix & Botte Financial
La Mesa,
California
|
$2.78M
|
-$19.9K
|
-100
|
-0.7%
|
|
|
610
|
KFA Private Wealth Group
Tysons,
Virginia
|
$2.76M
|
-$28.9K
|
-145
|
-1%
|
|
|
611
|
Level Four Advisory Services
Dallas,
Texas
|
$2.76M
|
+$276K
|
+1,386
|
+11%
|
|
|
612
|
Sepio Capital
Salt Lake City,
Utah
|
$2.75M
|
+$813K
|
+4,081
|
+39%
|
|
|
613
|
Davenport & Co
Richmond,
Virginia
|
$2.74M
|
+$222K
|
+1,116
|
+8%
|
|
|
614
|
Accredited Investors
Edina,
Minnesota
|
$2.72M
|
–
|
–
|
–
|
|
|
615
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.72M
|
+$197K
|
+990
|
+7%
|
|
|
616
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$2.7M
|
-$453K
|
-2,275
|
-14%
|
|
|
617
|
One Day In July LLC
Burlington,
Vermont
|
$2.69M
|
-$115K
|
-578
|
-4%
|
|
|
618
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$2.69M
|
+$6.38K
|
+32
|
+0.2%
|
|
|
619
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$2.68M
|
–
|
–
|
–
|
|
|
620
|
Sandy Spring Bank
Olney,
Maryland
|
$2.68M
|
+$132K
|
+662
|
+5%
|
|
|
621
|
Synovus Financial
Columbus,
Georgia
|
$2.68M
|
-$3.98K
|
-20
|
-0.1%
|
|
|
622
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.67M
|
+$2.81M
|
+14,122
|
New
|
|
|
623
|
Meridian Financial
Holliston,
Massachusetts
|
$2.65M
|
–
|
–
|
–
|
|
|
624
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.65M
|
+$124K
|
+621
|
+5%
|
|
|
625
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.63M
|
+$4.18K
|
+21
|
+0.2%
|
|
