|
801
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$2.41M
|
-$91.5K
|
-1,364
|
-4%
|
|
|
802
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$2.4M
|
+$131K
|
+1,952
|
+6%
|
|
|
803
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$2.4M
|
+$803K
|
+11,968
|
+48%
|
|
|
804
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.4M
|
-$86.2K
|
-1,284
|
-3%
|
|
|
805
|
Montis Financial
Waltham,
Massachusetts
|
$2.39M
|
+$761K
|
+11,340
|
+44%
|
|
|
806
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$2.39M
|
+$196K
|
+2,916
|
+9%
|
|
|
807
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$2.38M
|
+$50.2K
|
+748
|
+2%
|
|
|
808
|
Sincerus Advisory
New York
|
$2.38M
|
+$901K
|
+13,420
|
+58%
|
|
|
809
|
Independent Financial Group
San Diego,
California
|
$2.37M
|
+$137K
|
+2,040
|
+6%
|
|
|
810
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$2.36M
|
-$1.88K
|
-28
|
-0.1%
|
|
|
811
|
Flagstar Advisors
New York
|
$2.36M
|
-$217K
|
-3,228
|
-8%
|
|
|
812
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.35M
|
–
|
–
|
–
|
|
|
813
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.35M
|
+$378K
|
+5,636
|
+18%
|
|
|
814
|
Washington Trust Bank
Spokane,
Washington
|
$2.35M
|
+$1.9M
|
+28,260
|
+350%
|
|
|
815
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.35M
|
+$2.15K
|
+32
|
+0.1%
|
|
|
816
|
Apex Wealth Management
Bedford,
New Hampshire
|
$2.34M
|
-$106K
|
-1,584
|
-4%
|
|
|
817
|
Brown Brothers Harriman & Co
New York
|
$2.32M
|
+$148K
|
+2,208
|
+7%
|
|
|
818
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.32M
|
–
|
–
|
–
|
|
|
819
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.32M
|
-$120K
|
-1,784
|
-5%
|
|
|
820
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.31M
|
-$498K
|
-7,424
|
-17%
|
|
|
821
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.3M
|
+$466K
|
+6,940
|
+24%
|
|
|
822
|
Index Fund Advisors
Irvine,
California
|
$2.3M
|
+$9.13K
|
+136
|
+0.4%
|
|
|
823
|
Crux Wealth Advisors
Long Beach,
California
|
$2.29M
|
-$61.5K
|
-916
|
-3%
|
|
|
824
|
West Financial Advisors
Des Moines,
Iowa
|
$2.29M
|
+$41.9K
|
+624
|
+2%
|
|
|
825
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$2.27M
|
+$184K
|
+2,736
|
+8%
|
|
