|
851
|
Circle Wealth Management
Summit,
New Jersey
|
$1.01M
|
–
|
–
|
–
|
|
|
852
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.01M
|
+$290K
|
+1,500
|
+35%
|
|
|
853
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1M
|
–
|
–
|
–
|
|
|
854
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1M
|
+$55.6K
|
+288
|
+5%
|
|
|
855
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1M
|
+$2.9K
|
+15
|
+0.3%
|
|
|
856
|
Cardiff Park Advisors
Carlsbad,
California
|
$999K
|
+$3.09K
|
+16
|
+0.3%
|
|
|
857
|
Flower City Capital
Pittsford,
New York
|
$999K
|
+$419K
|
+2,171
|
+62%
|
|
|
858
|
Madden Advisory Services
Jacksonville,
Florida
|
$998K
|
-$64.3K
|
-333
|
-6%
|
|
|
859
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$995K
|
-$913K
|
-4,730
|
-46%
|
|
|
860
|
Sweet Financial Partners
Fairmont,
Minnesota
|
$987K
|
–
|
–
|
–
|
|
|
861
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$982K
|
-$193
|
-1
|
-0%
|
|
|
862
|
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
|
$981K
|
-$6.76K
|
-35
|
-0.6%
|
|
|
863
|
WMS Partners
Towson,
Maryland
|
$976K
|
-$966
|
-5
|
-0.1%
|
|
|
864
|
Defined Wealth Management
Beaverton,
Oregon
|
$970K
|
-$33.2K
|
-172
|
-3%
|
|
|
865
|
TFG Advisers
Auburn Hills,
Michigan
|
$969K
|
-$9.85K
|
-51
|
-0.9%
|
|
|
866
|
Neuberger Berman Group
New York
|
$966K
|
+$4.05K
|
+21
|
+0.4%
|
|
|
867
|
Zions Bancorporation
Salt Lake City,
Utah
|
$965K
|
-$940K
|
-4,868
|
-47%
|
|
|
868
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$965K
|
+$21.2K
|
+110
|
+2%
|
|
|
869
|
Private Capital Group
West Hartford,
Connecticut
|
$964K
|
-$3.1M
|
-16,034
|
-75%
|
|
|
870
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$964K
|
-$262K
|
-1,357
|
-20%
|
|
|
871
|
Lutz Financial Services
Omaha,
Nebraska
|
$964K
|
+$1.06M
|
+5,472
|
New
|
|
|
872
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$961K
|
+$224K
|
+1,160
|
+27%
|
|
|
873
|
Oxbow Advisors
Austin,
Texas
|
$960K
|
-$22.8K
|
-118
|
-2%
|
|
|
874
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$959K
|
+$89.8K
|
+465
|
+9%
|
|
|
875
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$957K
|
+$65.3K
|
+338
|
+7%
|
|
