|
676
|
Coastline Trust
Providence,
Rhode Island
|
$5.87M
|
+$1.57M
|
+34,408
|
+34%
|
|
|
677
|
Perella Weinberg Partners Capital Management
New York
|
$5.86M
|
–
|
–
|
–
|
|
|
678
|
Resource Planning Group
Atlanta,
Georgia
|
$5.82M
|
-$35.2K
|
-770
|
-0.5%
|
|
|
679
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$5.81M
|
+$61.8K
|
+1,350
|
+1%
|
|
|
680
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$5.81M
|
-$89.5K
|
-1,955
|
-1%
|
|
|
681
|
Pillar Wealth Advisors
West Chester,
Pennsylvania
|
$5.79M
|
+$5.95K
|
+130
|
+0.1%
|
|
|
682
|
Vise Technologies
New York
|
$5.74M
|
-$144K
|
-3,147
|
-2%
|
|
|
683
|
Opes Wealth Management
Menlo Park,
California
|
$5.74M
|
+$390K
|
+8,531
|
+7%
|
|
|
684
|
Black Diamond Financial
Towson,
Maryland
|
$5.71M
|
+$134K
|
+2,922
|
+2%
|
|
|
685
|
Checchi Capital Advisers
Beverly Hills,
California
|
$5.69M
|
+$808K
|
+17,659
|
+16%
|
|
|
686
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$5.69M
|
-$96.7K
|
-2,114
|
-2%
|
|
|
687
|
CWA Asset Management Group
Naples,
Florida
|
$5.64M
|
-$504K
|
-11,004
|
-8%
|
|
|
688
|
Madison Wealth Management
Cincinnati,
Ohio
|
$5.64M
|
-$107K
|
-2,337
|
-2%
|
|
|
689
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.63M
|
+$2.62M
|
+57,166
|
+80%
|
|
|
690
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$5.62M
|
+$631K
|
+13,782
|
+12%
|
|
|
691
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$5.59M
|
+$1.29M
|
+28,195
|
+28%
|
|
|
692
|
HM Payson & Co
Portland,
Maine
|
$5.59M
|
-$408K
|
-8,908
|
-7%
|
|
|
693
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$5.55M
|
–
|
–
|
–
|
|
|
694
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$5.53M
|
+$100K
|
+2,185
|
+2%
|
|
|
695
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.52M
|
+$435K
|
+9,511
|
+8%
|
|
|
696
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$5.52M
|
-$32K
|
-699
|
-0.6%
|
|
|
697
|
Joule Financial
Lexington,
Kentucky
|
$5.51M
|
+$170K
|
+3,708
|
+3%
|
|
|
698
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$5.46M
|
+$4.58K
|
+100
|
+0.1%
|
|
|
699
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$5.46M
|
-$34.6K
|
-757
|
-0.6%
|
|
|
700
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$5.45M
|
-$802K
|
-17,517
|
-12%
|
|
