|
626
|
Zhang Financial
Portage,
Michigan
|
$298K
|
+$224
|
+1
|
+0.1%
|
|
|
627
|
BOK Financial Private Wealth
Denver,
Colorado
|
$298K
|
+$75.5K
|
+337
|
+36%
|
|
|
628
|
&Partners
Nashville,
Tennessee
|
$297K
|
+$282K
|
+1,259
|
New
|
|
|
629
|
Whittier Trust
South Pasadena,
California
|
$293K
|
–
|
–
|
–
|
|
|
630
|
Asset Dedication LLC
San Francisco,
California
|
$292K
|
–
|
–
|
–
|
|
|
631
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$290K
|
-$12.8K
|
-57
|
-4%
|
|
|
632
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$287K
|
-$13.7K
|
-61
|
-5%
|
|
|
633
|
New Hampshire Trust
Concord,
New Hampshire
|
$286K
|
–
|
–
|
–
|
|
|
634
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$284K
|
+$23.5K
|
+105
|
+10%
|
|
|
635
|
Wilson & Boucher Capital Management
Moraga,
California
|
$283K
|
–
|
–
|
–
|
|
|
636
|
Silver Coast Investments
San Diego,
United States
|
$281K
|
+$267K
|
+1,193
|
New
|
|
|
637
|
QRG Capital Management
Chicago,
Illinois
|
$277K
|
+$263K
|
+1,175
|
New
|
|
|
638
|
HoyleCohen
San Diego,
California
|
$276K
|
+$39.2K
|
+175
|
+18%
|
|
|
639
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$276K
|
+$262K
|
+1,169
|
New
|
|
|
640
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$273K
|
+$116K
|
+518
|
+76%
|
|
|
641
|
Stratos Investment Management
Beachwood,
Ohio
|
$273K
|
+$448
|
+2
|
+0.2%
|
|
|
642
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$272K
|
+$259K
|
+1,156
|
New
|
|
|
643
|
Insigneo Advisory Services
Miami,
Florida
|
$270K
|
-$3.14K
|
-14
|
-1%
|
|
|
644
|
Franklin Resources
San Mateo,
California
|
$268K
|
–
|
–
|
–
|
|
|
645
|
SVB Wealth
Boston,
Massachusetts
|
$268K
|
–
|
–
|
–
|
|
|
646
|
Scott Capital Advisors
Portland,
Oregon
|
$267K
|
–
|
–
|
–
|
|
|
647
|
NFP Retirement Inc
Aliso Viejo,
California
|
$267K
|
-$46.8K
|
-209
|
-16%
|
|
|
648
|
United Advisor Group
Cincinnati,
Ohio
|
$265K
|
+$252K
|
+1,124
|
New
|
|
|
649
|
Diversify Advisory Services
Sandy,
Utah
|
$265K
|
+$253K
|
+1,129
|
New
|
|
|
650
|
Argent Advisors
Monroe,
Louisiana
|
$264K
|
–
|
–
|
–
|
|
