|
726
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$2.74M
|
+$129K
|
+918
|
+5%
|
|
|
727
|
WNY Asset Management
Williamsville,
New York
|
$2.73M
|
-$312K
|
-2,220
|
-10%
|
|
|
728
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$2.73M
|
+$31.4K
|
+224
|
+1%
|
|
|
729
|
Peterson Wealth Services
South Ogden,
Utah
|
$2.71M
|
+$321K
|
+2,285
|
+13%
|
|
|
730
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$2.71M
|
+$246K
|
+1,750
|
+10%
|
|
|
731
|
Segment Wealth Management
Houston,
Texas
|
$2.71M
|
–
|
–
|
–
|
|
|
732
|
Strategic Financial Partners
Bend,
Oregon
|
$2.7M
|
+$104K
|
+744
|
+4%
|
|
|
733
|
Welch & Forbes
Boston,
Massachusetts
|
$2.68M
|
+$620K
|
+4,420
|
+30%
|
|
|
734
|
Insight Advisors
Newtown,
Pennsylvania
|
$2.67M
|
-$10.5K
|
-75
|
-0.4%
|
|
|
735
|
Credit Suisse
Zurich,
Switzerland
|
$2.66M
|
-$205K
|
-1,463
|
-7%
|
|
|
736
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$2.65M
|
+$193K
|
+1,375
|
+8%
|
|
|
737
|
Frisch Financial Group
Melville,
New York
|
$2.65M
|
-$8.17M
|
-58,226
|
-75%
|
|
|
738
|
Carret Asset Management
New York
|
$2.64M
|
+$25.8K
|
+184
|
+1%
|
|
|
739
|
Colorado Capital Management
Boulder,
Colorado
|
$2.64M
|
-$4.77K
|
-34
|
-0.2%
|
|
|
740
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$2.61M
|
+$2.64M
|
+18,780
|
New
|
|
|
741
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$2.61M
|
+$323K
|
+2,302
|
+18%
|
|
|
742
|
Lindbrook Capital
Calabasas,
California
|
$2.6M
|
-$8.98K
|
-64
|
-0.3%
|
|
|
743
|
JT Stratford LLC
Gainesville,
Georgia
|
$2.59M
|
+$20.1K
|
+143
|
+0.8%
|
|
|
744
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$2.59M
|
-$278K
|
-1,980
|
-10%
|
|
|
745
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.57M
|
–
|
–
|
–
|
|
|
746
|
CX Institutional
Auburn,
Indiana
|
$2.57M
|
+$2.61M
|
+18,588
|
New
|
|
|
747
|
MCF Advisors
Covington,
Kentucky
|
$2.57M
|
+$1.4K
|
+10
|
+0.1%
|
|
|
748
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$2.57M
|
+$2.19M
|
+15,593
|
+523%
|
|
|
749
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$2.56M
|
+$431K
|
+3,074
|
+20%
|
|
|
750
|
Valley Wealth Managers
Paramus,
New Jersey
|
$2.55M
|
-$39.3K
|
-280
|
-1%
|
|
