|
651
|
Peterson Wealth Advisors
Orem,
Utah
|
$1.03M
|
-$92.2K
|
-1,904
|
-9%
|
|
|
652
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.03M
|
-$88.7K
|
-1,832
|
-8%
|
|
|
653
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.02M
|
+$170K
|
+3,512
|
+22%
|
|
|
654
|
Cerity Partners OCIO
New York
|
$1.02M
|
+$236K
|
+4,868
|
+33%
|
|
|
655
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.01M
|
-$88.1K
|
-1,820
|
-8%
|
|
|
656
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.01M
|
-$32.7K
|
-676
|
-3%
|
|
|
657
|
Laidlaw Wealth Management
New York City,
New York
|
$1M
|
+$941K
|
+19,432
|
New
|
|
|
658
|
Cadence Bank NA
Houston,
Texas
|
$982K
|
+$197K
|
+4,068
|
+27%
|
|
|
659
|
WBH Advisory
Baltimore,
Maryland
|
$978K
|
+$42.4K
|
+876
|
+5%
|
|
|
660
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$977K
|
–
|
–
|
–
|
|
|
661
|
HM Payson & Co
Portland,
Maine
|
$973K
|
–
|
–
|
–
|
|
|
662
|
Advisornet Financial
Minnetonka,
Minnesota
|
$971K
|
-$468K
|
-9,668
|
-34%
|
|
|
663
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$970K
|
+$19.4K
|
+400
|
+2%
|
|
|
664
|
Zhang Financial
Portage,
Michigan
|
$965K
|
+$30.4K
|
+628
|
+3%
|
|
|
665
|
Geneos Wealth Management
Englewood,
Colorado
|
$957K
|
+$5.45M
|
+112,464
|
+761%
|
|
|
666
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$956K
|
+$44K
|
+908
|
+5%
|
|
|
667
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$955K
|
+$894K
|
+18,464
|
New
|
|
|
668
|
Washington Trust Bank
Spokane,
Washington
|
$947K
|
-$51.9K
|
-1,072
|
-6%
|
|
|
669
|
SVB Investment Services
Salt Lake City,
Utah
|
$944K
|
-$17.2K
|
-356
|
-2%
|
|
|
670
|
Bailard
Foster City,
California
|
$942K
|
+$656K
|
+13,544
|
+289%
|
|
|
671
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$935K
|
+$535K
|
+11,048
|
+157%
|
|
|
672
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$930K
|
-$116K
|
-2,400
|
-12%
|
|
|
673
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$925K
|
+$866K
|
+17,892
|
New
|
|
|
674
|
Neuberger Berman Group
New York
|
$921K
|
+$182K
|
+3,752
|
+27%
|
|
|
675
|
Country Club Trust
Kansas City,
Missouri
|
$920K
|
+$95.5K
|
+1,972
|
+12%
|
|
