|
626
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$7.39M
|
+$7.45M
|
+38,636
|
New
|
|
|
627
|
Reframe Wealth
Fairfax,
Virginia
|
$7.39M
|
+$7.45M
|
+38,636
|
New
|
|
|
628
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$7.37M
|
-$191K
|
-993
|
-3%
|
|
|
629
|
HSBC Holdings
London,
United Kingdom
|
$7.35M
|
-$570K
|
-2,959
|
-7%
|
|
|
630
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.31M
|
+$7.36M
|
+38,215
|
New
|
|
|
631
|
Versant Capital Management
Phoenix,
Arizona
|
$7.29M
|
-$111K
|
-574
|
-1%
|
|
|
632
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$7.28M
|
-$350K
|
-1,817
|
-5%
|
|
|
633
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$7.24M
|
+$796K
|
+4,131
|
+12%
|
|
|
634
|
TI-Trust
Quincy,
Illinois
|
$7.19M
|
+$166K
|
+862
|
+2%
|
|
|
635
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$7.18M
|
-$829K
|
-4,300
|
-10%
|
|
|
636
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$7.16M
|
-$753K
|
-3,905
|
-9%
|
|
|
637
|
Koshinski Asset Management
Decatur,
Illinois
|
$7.15M
|
+$183K
|
+950
|
+3%
|
|
|
638
|
Abound Wealth Management
Franklin,
Tennessee
|
$7.14M
|
-$709K
|
-3,678
|
-9%
|
|
|
639
|
CX Institutional
Auburn,
Indiana
|
$7.1M
|
-$148K
|
-767
|
-2%
|
|
|
640
|
Principle Wealth Partners
Madison,
Connecticut
|
$7.03M
|
+$3.89M
|
+20,194
|
+122%
|
|
|
641
|
RFG Advisory
Birmingham,
Alabama
|
$7.02M
|
-$9.33M
|
-48,416
|
-59%
|
|
|
642
|
CreativeOne Wealth
Overland Park,
Kansas
|
$6.97M
|
+$1.5M
|
+7,781
|
+27%
|
|
|
643
|
One Capital Management
Westlake Village,
California
|
$6.96M
|
-$937K
|
-4,860
|
-12%
|
|
|
644
|
Level Four Advisory Services
Dallas,
Texas
|
$6.88M
|
+$567K
|
+2,944
|
+9%
|
|
|
645
|
|
$6.87M
|
+$349K
|
+1,809
|
+5%
|
|
|
646
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$6.86M
|
+$896K
|
+4,651
|
+15%
|
|
|
647
|
Lantz Financial
Naperville,
Illinois
|
$6.83M
|
-$26.6K
|
-138
|
-0.4%
|
|
|
648
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$6.81M
|
-$105K
|
-545
|
-2%
|
|
|
649
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$6.81M
|
+$6.6M
|
+34,238
|
+2,521%
|
|
|
650
|
Great Lakes Retirement
Sandusky,
Ohio
|
$6.8M
|
+$6.85M
|
+35,556
|
New
|
|
