|
626
|
Grandfield & Dodd
New York
|
$9.3M
|
–
|
–
|
–
|
|
|
627
|
Evergreen Capital Management
Bellevue,
Washington
|
$9.27M
|
+$161K
|
+382
|
+2%
|
|
|
628
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$9.25M
|
-$1M
|
-2,378
|
-10%
|
|
|
629
|
Activest Wealth Management
Aventure,
Florida
|
$9.2M
|
+$1.29M
|
+3,049
|
+17%
|
|
|
630
|
Private Capital Group
West Hartford,
Connecticut
|
$9.16M
|
-$80.2K
|
-190
|
-0.9%
|
|
|
631
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$9.15M
|
+$8.85M
|
+20,963
|
New
|
|
|
632
|
Lido Advisors
Los Angeles,
California
|
$9.05M
|
-$779K
|
-1,845
|
-8%
|
|
|
633
|
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
$9.03M
|
+$8.73M
|
+20,680
|
New
|
|
|
634
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$9M
|
-$120K
|
-285
|
-1%
|
|
|
635
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$8.97M
|
+$287K
|
+681
|
+3%
|
|
|
636
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$8.93M
|
+$8.63M
|
+20,445
|
New
|
|
|
637
|
Elm Advisors
Burlingame,
California
|
$8.81M
|
-$101K
|
-240
|
-1%
|
|
|
638
|
Marotta Asset Management
Charlottesville,
Virginia
|
$8.81M
|
-$101K
|
-240
|
-1%
|
|
|
639
|
BCGM Wealth Management
Lafayette,
Indiana
|
$8.8M
|
+$80.2K
|
+190
|
+1%
|
|
|
640
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$8.72M
|
+$1.33M
|
+3,153
|
+19%
|
|
|
641
|
Boston Trust Walden
Boston,
Massachusetts
|
$8.67M
|
+$67.5K
|
+160
|
+0.8%
|
|
|
642
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$8.66M
|
-$5.08M
|
-12,025
|
-37%
|
|
|
643
|
Financial Advocates Investment Management
Olympia,
Washington
|
$8.65M
|
-$268K
|
-636
|
-3%
|
|
|
644
|
Connable Office Inc
Kalamazoo,
Michigan
|
$8.64M
|
-$201K
|
-477
|
-2%
|
|
|
645
|
First Foundation Advisors
Irvine,
California
|
$8.61M
|
-$454K
|
-1,076
|
-5%
|
|
|
646
|
Siena Capital
Cincinnati,
Ohio
|
$8.57M
|
+$8.29M
|
+19,627
|
New
|
|
|
647
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$8.57M
|
–
|
–
|
–
|
|
|
648
|
Fermata Advisors
Sonoma,
California
|
$8.52M
|
-$4.02M
|
-9,525
|
-33%
|
|
|
649
|
Private Trust Company
Cleveland,
Ohio
|
$8.5M
|
+$1.33M
|
+3,139
|
+19%
|
|
|
650
|
|
$8.48M
|
–
|
–
|
–
|
|
