|
676
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.65M
|
-$390K
|
-7,836
|
-19%
|
|
|
677
|
Cozad Asset Management
Champaign,
Illinois
|
$1.64M
|
+$144K
|
+2,892
|
+9%
|
|
|
678
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.63M
|
-$17.9K
|
-360
|
-1%
|
|
|
679
|
Marco Investment Management
Atlanta,
Georgia
|
$1.63M
|
–
|
–
|
–
|
|
|
680
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.63M
|
-$28.4K
|
-570
|
-2%
|
|
|
681
|
Independent Wealth Network
Urbandale,
Iowa
|
$1.6M
|
+$1.5M
|
+30,180
|
New
|
|
|
682
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$1.59M
|
-$4.18K
|
-84
|
-0.3%
|
|
|
683
|
Navalign LLC
Encino,
California
|
$1.58M
|
-$37.6K
|
-756
|
-2%
|
|
|
684
|
Vigilant Capital Management
Portland,
Maine
|
$1.57M
|
-$551K
|
-11,070
|
-25%
|
|
|
685
|
Argent Trust Co
Nashville,
Tennessee
|
$1.57M
|
+$51.7K
|
+1,038
|
+3%
|
|
|
686
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.56M
|
-$37.6K
|
-756
|
-2%
|
|
|
687
|
|
$1.54M
|
+$42.4K
|
+852
|
+3%
|
|
|
688
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.52M
|
-$2.69K
|
-54
|
-0.2%
|
|
|
689
|
Integrated Advisors Network
Dallas,
Texas
|
$1.52M
|
+$117K
|
+2,352
|
+8%
|
|
|
690
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.5M
|
–
|
–
|
–
|
|
|
691
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.49M
|
+$1.53M
|
+30,840
|
New
|
|
|
692
|
Asset Management Group
Stamford,
Connecticut
|
$1.47M
|
-$166K
|
-3,336
|
-10%
|
|
|
693
|
Mayfair Advisory Group
Birmingham,
Alabama
|
$1.47M
|
+$37.3K
|
+750
|
+3%
|
|
|
694
|
Kore Private Wealth
New York
|
$1.45M
|
+$5.37K
|
+108
|
+0.4%
|
|
|
695
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$1.44M
|
+$1.19K
|
+24
|
+0.1%
|
|
|
696
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.43M
|
–
|
–
|
–
|
|
|
697
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.42M
|
+$86.9K
|
+1,746
|
+6%
|
|
|
698
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$1.42M
|
–
|
–
|
–
|
|
|
699
|
Wealth Architects
Mountain View,
California
|
$1.4M
|
+$39.7K
|
+798
|
+3%
|
|
|
700
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$1.4M
|
+$1.44M
|
+28,914
|
New
|
|
