|
876
|
CM Wealth Advisors
Beachwood,
Ohio
|
$2.64M
|
–
|
–
|
–
|
|
|
877
|
Joel Adams & Associates
Asheville,
North Carolina
|
$2.63M
|
+$123K
|
+1,688
|
+5%
|
|
|
878
|
Financial Insights
Tacoma,
Washington
|
$2.63M
|
-$113K
|
-1,552
|
-4%
|
|
|
879
|
Downshift Financial
Boulder,
Colorado
|
$2.63M
|
+$2.61M
|
+35,828
|
New
|
|
|
880
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$2.62M
|
+$26.8K
|
+368
|
+1%
|
|
|
881
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.62M
|
–
|
–
|
–
|
|
|
882
|
AAF Wealth Management
Westborough,
Massachusetts
|
$2.6M
|
-$81.8K
|
-1,124
|
-3%
|
|
|
883
|
Patten Group
Chattanooga,
Tennessee
|
$2.6M
|
+$112K
|
+1,540
|
+4%
|
|
|
884
|
New Perspectives Inc
Ridgeland,
Mississippi
|
$2.6M
|
-$24.2K
|
-332
|
-0.9%
|
|
|
885
|
Private Trust Company
Cleveland,
Ohio
|
$2.59M
|
+$279K
|
+3,840
|
+12%
|
|
|
886
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$2.59M
|
–
|
–
|
–
|
|
|
887
|
Essex Savings Bank
Essex,
Connecticut
|
$2.58M
|
+$206K
|
+2,836
|
+9%
|
|
|
888
|
Aureus Asset Management
Boston,
Massachusetts
|
$2.58M
|
+$67.8K
|
+932
|
+3%
|
|
|
889
|
Chatham Capital Group
Savannah,
Georgia
|
$2.57M
|
–
|
–
|
–
|
|
|
890
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$2.57M
|
+$144K
|
+1,980
|
+6%
|
|
|
891
|
Members Trust
Tampa,
Florida
|
$2.57M
|
–
|
–
|
–
|
|
|
892
|
VestGen Advisors
Inverness,
Illinois
|
$2.56M
|
-$1.96M
|
-26,984
|
-43%
|
|
|
893
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$2.55M
|
-$42.8K
|
-588
|
-2%
|
|
|
894
|
Snowden Capital Advisors
New York
|
$2.54M
|
-$1.08M
|
-14,800
|
-30%
|
|
|
895
|
Knightsbridge Asset Management
Newport Beach,
California
|
$2.54M
|
+$27.6K
|
+380
|
+1%
|
|
|
896
|
Linscomb Wealth
Houston,
Texas
|
$2.54M
|
-$49.8K
|
-684
|
-2%
|
|
|
897
|
Intellectus Partners
San Francisco,
California
|
$2.53M
|
+$2.91K
|
+40
|
+0.1%
|
|
|
898
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$2.52M
|
-$91.4K
|
-1,256
|
-3%
|
|
|
899
|
Lodestar Private Asset Management
Alamo,
California
|
$2.52M
|
+$102K
|
+1,400
|
+4%
|
|
|
900
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$2.49M
|
+$345K
|
+4,744
|
+16%
|
|
