|
601
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$406K
|
+$391K
|
+2,932
|
New
|
|
|
602
|
VitalStone Financial
Shavano Park,
Texas
|
$405K
|
-$52.5K
|
-394
|
-12%
|
|
|
603
|
Forum Private Client Group
Fishers,
Indiana
|
$404K
|
+$2.93K
|
+22
|
+0.8%
|
|
|
604
|
SVB Wealth
Boston,
Massachusetts
|
$404K
|
-$56.7K
|
-425
|
-13%
|
|
|
605
|
O'Rourke & Company
Boston,
Massachusetts
|
$403K
|
+$800
|
+6
|
+0.2%
|
|
|
606
|
Lodestone Wealth Management
Spokane,
Washington
|
$401K
|
-$22.7K
|
-170
|
-6%
|
|
|
607
|
Holderness Investments Company
Greensboro,
North Carolina
|
$400K
|
-$42.8K
|
-321
|
-10%
|
|
|
608
|
Raymond James Trust
St. Petersburg,
Florida
|
$400K
|
-$29.3K
|
-220
|
-7%
|
|
|
609
|
Professional Financial Advisors
North Platte,
Nebraska
|
$400K
|
+$80.4K
|
+603
|
+26%
|
|
|
610
|
Coldstream Capital Management
Bellevue,
Washington
|
$394K
|
+$400
|
+3
|
+0.1%
|
|
|
611
|
KeyBank National Association
Cleveland,
Ohio
|
$393K
|
-$11.2K
|
-84
|
-3%
|
|
|
612
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$389K
|
+$50.3K
|
+377
|
+15%
|
|
|
613
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$386K
|
+$365K
|
+2,735
|
New
|
|
|
614
|
Virtue Capital Management
Brentwood,
Tennessee
|
$386K
|
-$22.1K
|
-166
|
-6%
|
|
|
615
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$386K
|
+$59.3K
|
+445
|
+19%
|
|
|
616
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$383K
|
-$5.87K
|
-44
|
-2%
|
|
|
617
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$379K
|
-$99.6K
|
-747
|
-21%
|
|
|
618
|
Clearstead Advisors
Cleveland,
Ohio
|
$377K
|
+$112K
|
+842
|
+45%
|
|
|
619
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$375K
|
–
|
–
|
–
|
|
|
620
|
Goelzer Investment Management
Carmel,
Indiana
|
$372K
|
-$38.5K
|
-289
|
-10%
|
|
|
621
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$363K
|
+$2K
|
+15
|
+0.6%
|
|
|
622
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$362K
|
+$22.4K
|
+168
|
+7%
|
|
|
623
|
R.M. Davis Inc
Portland,
Maine
|
$362K
|
-$42.3K
|
-317
|
-11%
|
|
|
624
|
Silverlake Wealth Management
Williston,
Vermont
|
$361K
|
+$28.3K
|
+212
|
+9%
|
|
|
625
|
FirstPurpose Wealth
Orem,
Utah
|
$360K
|
–
|
–
|
–
|
|
