|
726
|
Certuity
North Palm Beach,
Florida
|
$4.21M
|
+$635K
|
+2,786
|
+17%
|
|
|
727
|
Providence First Trust
Scottsdale,
Arizona
|
$4.19M
|
+$121K
|
+532
|
+3%
|
|
|
728
|
Leavell Investment Management
Mobile,
Alabama
|
$4.18M
|
+$320K
|
+1,404
|
+8%
|
|
|
729
|
McLean Asset Management
Tysons,
Virginia
|
$4.16M
|
-$29.6K
|
-130
|
-0.7%
|
|
|
730
|
|
$4.14M
|
+$14.8K
|
+65
|
+0.3%
|
|
|
731
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$4.11M
|
-$137K
|
-600
|
-3%
|
|
|
732
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$4.1M
|
-$160K
|
-702
|
-4%
|
|
|
733
|
Next Capital Management
New York
|
$4.1M
|
–
|
–
|
–
|
|
|
734
|
Merriman Wealth Management
Seattle,
Washington
|
$4.1M
|
-$174K
|
-763
|
-4%
|
|
|
735
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$4.05M
|
+$211K
|
+927
|
+5%
|
|
|
736
|
Evercore Wealth Management
New York
|
$4.02M
|
-$171K
|
-751
|
-4%
|
|
|
737
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.01M
|
+$2.43M
|
+10,660
|
+144%
|
|
|
738
|
KWMG LLC
Overland Park,
Kansas
|
$4.01M
|
+$48.1K
|
+211
|
+1%
|
|
|
739
|
RVW Wealth
Los Angeles,
California
|
$4M
|
-$6.38K
|
-28
|
-0.1%
|
|
|
740
|
Van Strum & Towne
San Francisco,
California
|
$4M
|
-$205K
|
-900
|
-5%
|
|
|
741
|
ACT Advisors
Asheville,
North Carolina
|
$3.96M
|
+$1.25M
|
+5,470
|
+44%
|
|
|
742
|
PDS Planning
Dublin,
Ohio
|
$3.96M
|
-$261K
|
-1,143
|
-6%
|
|
|
743
|
Managed Account Services
Coconut Grove,
Florida
|
$3.94M
|
-$678K
|
-2,973
|
-14%
|
|
|
744
|
Tarbox Family Office
Newport Beach,
California
|
$3.93M
|
+$1.82K
|
+8
|
+0%
|
|
|
745
|
CGN Advisors
Manhattan,
Kansas
|
$3.92M
|
-$1.1M
|
-4,802
|
-21%
|
|
|
746
|
West Coast Financial
Santa Barbara,
California
|
$3.91M
|
-$397K
|
-1,742
|
-9%
|
|
|
747
|
Asset Dedication LLC
San Francisco,
California
|
$3.91M
|
-$569K
|
-2,497
|
-12%
|
|
|
748
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$3.9M
|
+$233K
|
+1,020
|
+6%
|
|
|
749
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$3.9M
|
–
|
–
|
–
|
|
|
750
|
CFO4Life Group
Coppell,
Texas
|
$3.9M
|
+$5.02K
|
+22
|
+0.1%
|
|
