|
851
|
KeyBank National Association
Cleveland,
Ohio
|
$1.37M
|
-$263K
|
-1,867
|
-15%
|
|
|
852
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$1.37M
|
-$74.3K
|
-527
|
-5%
|
|
|
853
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.36M
|
+$130K
|
+922
|
+10%
|
|
|
854
|
WealthSource Partners
San Luis Obispo,
California
|
$1.36M
|
+$126K
|
+890
|
+9%
|
|
|
855
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$1.35M
|
–
|
–
|
–
|
|
|
856
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$1.35M
|
+$38.1K
|
+270
|
+3%
|
|
|
857
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.35M
|
-$142K
|
-1,005
|
-9%
|
|
|
858
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$1.33M
|
+$8.75K
|
+62
|
+0.6%
|
|
|
859
|
Index Fund Advisors
Irvine,
California
|
$1.33M
|
-$43.2K
|
-306
|
-3%
|
|
|
860
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$1.33M
|
-$266K
|
-1,889
|
-16%
|
|
|
861
|
EMC Capital Management
Houston,
Texas
|
$1.32M
|
–
|
–
|
–
|
|
|
862
|
AIMZ Investment Advisors
Los Altos,
California
|
$1.31M
|
-$53.7K
|
-381
|
-4%
|
|
|
863
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.31M
|
+$36.8K
|
+261
|
+3%
|
|
|
864
|
Leavell Investment Management
Mobile,
Alabama
|
$1.31M
|
+$629K
|
+4,462
|
+82%
|
|
|
865
|
Anchor Investment Management
Columbia,
South Carolina
|
$1.3M
|
+$92K
|
+652
|
+7%
|
|
|
866
|
Capital Directions Investment Advisors
Atlanta,
Georgia
|
$1.3M
|
+$20.9K
|
+148
|
+2%
|
|
|
867
|
Roundview Capital
Princeton,
New Jersey
|
$1.29M
|
-$25.7K
|
-182
|
-2%
|
|
|
868
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.27M
|
+$173K
|
+1,225
|
+15%
|
|
|
869
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.27M
|
+$42.2K
|
+299
|
+3%
|
|
|
870
|
KEB Asset Management
Springfield,
Illinois
|
$1.26M
|
-$81.7K
|
-579
|
-6%
|
|
|
871
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.26M
|
-$1.98K
|
-14
|
-0.1%
|
|
|
872
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.25M
|
+$597K
|
+4,230
|
+81%
|
|
|
873
|
Prosperity Planning
Kansas City,
Missouri
|
$1.24M
|
+$1.19M
|
+8,465
|
New
|
|
|
874
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$1.24M
|
+$201K
|
+1,422
|
+18%
|
|
|
875
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$1.23M
|
+$257K
|
+1,823
|
+24%
|
|
