|
651
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$735K
|
-$50K
|
-305
|
-6%
|
|
|
652
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$732K
|
+$3.61K
|
+22
|
+0.5%
|
|
|
653
|
Five Oceans Advisors
Santa Monica,
California
|
$722K
|
-$49.2K
|
-300
|
-6%
|
|
|
654
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$720K
|
+$13K
|
+79
|
+2%
|
|
|
655
|
Cadence Bank
Tupelo,
Mississippi
|
$720K
|
+$55.9K
|
+341
|
+8%
|
|
|
656
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$716K
|
–
|
–
|
–
|
|
|
657
|
Pegasus Partners
Mequon,
Wisconsin
|
$714K
|
+$213K
|
+1,301
|
+38%
|
|
|
658
|
Eagle Harbor Asset Management
Seattle,
Washington
|
$713K
|
+$70.4K
|
+429
|
+10%
|
|
|
659
|
Punch & Associates Investment Management
Edina,
Minnesota
|
$710K
|
-$49.2K
|
-300
|
-6%
|
|
|
660
|
Snowden Capital Advisors
New York
|
$703K
|
-$2.62K
|
-16
|
-0.3%
|
|
|
661
|
TriaGen Wealth Management
Calabasas,
California
|
$699K
|
+$321K
|
+1,958
|
+72%
|
|
|
662
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$695K
|
+$761K
|
+4,639
|
New
|
|
|
663
|
Rise Advisors
Rochester,
New York
|
$691K
|
-$328
|
-2
|
-0%
|
|
|
664
|
Caldwell Trust
Venice,
Florida
|
$688K
|
+$44.4K
|
+271
|
+6%
|
|
|
665
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$686K
|
+$24.8K
|
+151
|
+3%
|
|
|
666
|
Fiducient Advisors
Chicago,
Illinois
|
$685K
|
+$500K
|
+3,049
|
+201%
|
|
|
667
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$678K
|
-$2.3K
|
-14
|
-0.3%
|
|
|
668
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$676K
|
-$364K
|
-2,217
|
-33%
|
|
|
669
|
Liberty Wealth Management
Oakland,
California
|
$669K
|
+$27.7K
|
+169
|
+4%
|
|
|
670
|
World Investment Advisors
Santa Barbara,
California
|
$666K
|
-$9.15M
|
-55,778
|
-93%
|
|
|
671
|
Meridian Financial
Holliston,
Massachusetts
|
$663K
|
-$15.7K
|
-96
|
-2%
|
|
|
672
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$662K
|
+$41K
|
+250
|
+6%
|
|
|
673
|
Willner & Heller
Encino,
California
|
$660K
|
-$12.6K
|
-77
|
-2%
|
|
|
674
|
Montag & Associates
Atlanta,
Georgia
|
$658K
|
-$52K
|
-317
|
-7%
|
|
|
675
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$657K
|
-$96.8K
|
-590
|
-12%
|
|
