|
776
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.45M
|
+$509K
|
+1,092
|
+58%
|
|
|
777
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$1.45M
|
-$128K
|
-274
|
-8%
|
|
|
778
|
Trust Asset Management
Houston,
Texas
|
$1.44M
|
+$10.3K
|
+22
|
+0.7%
|
|
|
779
|
Lord, Abbett & Co
Jersey City,
New Jersey
|
$1.43M
|
-$78.3K
|
-168
|
-5%
|
|
|
780
|
Portside Wealth Group
Provo,
Utah
|
$1.43M
|
+$316K
|
+679
|
+30%
|
|
|
781
|
Claro Advisors
Boston,
Massachusetts
|
$1.42M
|
-$63.8K
|
-137
|
-4%
|
|
|
782
|
Sculati Wealth Management
Bloomfield Hills,
Michigan
|
$1.42M
|
+$178K
|
+381
|
+15%
|
|
|
783
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.42M
|
+$325K
|
+697
|
+31%
|
|
|
784
|
Graypoint LLC
Albany,
New York
|
$1.41M
|
+$5.59K
|
+12
|
+0.4%
|
|
|
785
|
Argent Trust Co
Nashville,
Tennessee
|
$1.41M
|
-$182K
|
-390
|
-12%
|
|
|
786
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.41M
|
-$21K
|
-45
|
-2%
|
|
|
787
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.4M
|
+$114K
|
+244
|
+9%
|
|
|
788
|
Farther Finance Advisors
San Francisco,
California
|
$1.39M
|
+$215K
|
+462
|
+19%
|
|
|
789
|
Atomi Financial Group
New York
|
$1.38M
|
+$309K
|
+664
|
+30%
|
|
|
790
|
Strategy Asset Managers
Pasadena,
California
|
$1.38M
|
+$107K
|
+229
|
+9%
|
|
|
791
|
1858 Wealth Management
Akron,
Ohio
|
$1.38M
|
+$25.2K
|
+54
|
+2%
|
|
|
792
|
Brown Brothers Harriman & Co
New York
|
$1.37M
|
-$5.59K
|
-12
|
-0.4%
|
|
|
793
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.37M
|
+$280K
|
+600
|
+27%
|
|
|
794
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.37M
|
+$1.32M
|
+2,826
|
New
|
|
|
795
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.36M
|
+$121K
|
+259
|
+10%
|
|
|
796
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.35M
|
+$1.3M
|
+2,791
|
New
|
|
|
797
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$1.34M
|
+$50.3K
|
+108
|
+4%
|
|
|
798
|
Park Circle Company
Baltimore,
Maryland
|
$1.34M
|
–
|
–
|
–
|
|
|
799
|
Wealthedge Investment Advisors
New York
|
$1.31M
|
+$224K
|
+480
|
+22%
|
|
|
800
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.31M
|
+$68K
|
+146
|
+6%
|
|
