|
676
|
Essex Financial Services
Essex,
Connecticut
|
$337K
|
–
|
–
|
–
|
|
|
677
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$337K
|
+$17.8K
|
+69
|
+5%
|
|
|
678
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$336K
|
+$341K
|
+1,326
|
New
|
|
|
679
|
Howland Capital Management
Boston,
Massachusetts
|
$336K
|
–
|
–
|
–
|
|
|
680
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$336K
|
+$772
|
+3
|
+0.2%
|
|
|
681
|
New Insight Wealth Advisors
San Ramon,
California
|
$335K
|
+$22.4K
|
+87
|
+7%
|
|
|
682
|
Mainsail Asset Management
Birmingham,
Alabama
|
$333K
|
+$111K
|
+433
|
+49%
|
|
|
683
|
Diversify Advisory Services
Sandy,
Utah
|
$333K
|
-$49.4K
|
-192
|
-13%
|
|
|
684
|
Snider Financial Group
Bellevue,
Washington
|
$332K
|
+$337K
|
+1,308
|
New
|
|
|
685
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$330K
|
+$97.8K
|
+380
|
+41%
|
|
|
686
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$328K
|
+$8.24K
|
+32
|
+3%
|
|
|
687
|
Mission Wealth Management
Santa Barbara,
California
|
$327K
|
-$374K
|
-1,452
|
-53%
|
|
|
688
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$326K
|
–
|
–
|
–
|
|
|
689
|
Millennium Management
New York
|
$325K
|
+$330K
|
+1,282
|
New
|
|
|
690
|
Duncan Williams Asset Management
Memphis,
Tennessee
|
$325K
|
+$329K
|
+1,280
|
New
|
|
|
691
|
Evergreen Capital Management
Bellevue,
Washington
|
$323K
|
–
|
–
|
–
|
|
|
692
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$321K
|
+$84.9K
|
+330
|
+35%
|
|
|
693
|
Keyvantage Wealth
Bethlehem,
Pennsylvania
|
$319K
|
+$324K
|
+1,258
|
New
|
|
|
694
|
Axxcess Wealth Management
Carlsbad,
California
|
$318K
|
–
|
–
|
–
|
|
|
695
|
Silver Coast Investments
San Diego,
United States
|
$318K
|
+$6.69K
|
+26
|
+2%
|
|
|
696
|
Gotham Asset Management
New York
|
$316K
|
+$320K
|
+1,244
|
New
|
|
|
697
|
Asset Dedication LLC
San Francisco,
California
|
$314K
|
–
|
–
|
–
|
|
|
698
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$312K
|
+$317K
|
+1,231
|
New
|
|
|
699
|
RFG Holdings
Argyle,
Texas
|
$309K
|
-$27.8K
|
-108
|
-8%
|
|
|
700
|
New Hampshire Trust
Concord,
New Hampshire
|
$308K
|
–
|
–
|
–
|
|
