|
701
|
WESPAC Advisors SoCal
Pasadena,
California
|
$5.05M
|
-$656K
|
-10,578
|
-12%
|
|
|
702
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$5.05M
|
+$26.8K
|
+432
|
+0.6%
|
|
|
703
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$5M
|
-$25.7K
|
-414
|
-0.5%
|
|
|
704
|
Culbertson A N & Co
Charlottesville,
Virginia
|
$4.96M
|
+$37.2K
|
+600
|
+0.8%
|
|
|
705
|
Planning Directions
Glen Mills,
Pennsylvania
|
$4.95M
|
-$132K
|
-2,136
|
-3%
|
|
|
706
|
TPG Financial Advisors
Portland,
Oregon
|
$4.95M
|
-$71.8K
|
-1,158
|
-1%
|
|
|
707
|
Dopkins Wealth Management
Williamsville,
New York
|
$4.94M
|
-$496K
|
-7,998
|
-9%
|
|
|
708
|
Horizon Investments
Charlotte,
North Carolina
|
$4.93M
|
-$2.79M
|
-44,964
|
-37%
|
|
|
709
|
Barrett & Company
Providence,
Rhode Island
|
$4.92M
|
+$19K
|
+306
|
+0.4%
|
|
|
710
|
Great Lakes Advisors
Chicago,
Illinois
|
$4.88M
|
+$115K
|
+1,854
|
+2%
|
|
|
711
|
EnRich Financial Partners
Madison,
Wisconsin
|
$4.81M
|
+$16K
|
+258
|
+0.3%
|
|
|
712
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$4.78M
|
-$158K
|
-2,550
|
-3%
|
|
|
713
|
Ted Buchan & Co
San Diego,
California
|
$4.75M
|
+$1.96M
|
+31,632
|
+74%
|
|
|
714
|
|
$4.74M
|
+$1.37M
|
+22,128
|
+43%
|
|
|
715
|
Security Financial Services
Fort Wayne,
Indiana
|
$4.74M
|
-$84K
|
-1,356
|
-2%
|
|
|
716
|
Battery Global Advisors
Boston,
Massachusetts
|
$4.7M
|
–
|
–
|
–
|
|
|
717
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$4.68M
|
-$404K
|
-6,510
|
-8%
|
|
|
718
|
Bay Rivers Group
Williamsburg,
Virginia
|
$4.68M
|
-$292K
|
-4,716
|
-6%
|
|
|
719
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$4.68M
|
–
|
–
|
–
|
|
|
720
|
Stokes Family Office
New Orleans,
Louisiana
|
$4.64M
|
+$22.3K
|
+360
|
+0.5%
|
|
|
721
|
Elios Financial Group
Westlake,
Ohio
|
$4.64M
|
+$4.49M
|
+72,462
|
New
|
|
|
722
|
Latko Wealth Management
Frankfort,
Illinois
|
$4.63M
|
+$4.48M
|
+72,312
|
New
|
|
|
723
|
KeyBank National Association
Cleveland,
Ohio
|
$4.61M
|
+$97.1K
|
+1,566
|
+2%
|
|
|
724
|
Idaho Trust Bank
Boise,
Idaho
|
$4.6M
|
+$838K
|
+13,518
|
+23%
|
|
|
725
|
GSG Advisors
Mount Laurel,
New Jersey
|
$4.59M
|
+$674K
|
+10,878
|
+18%
|
|
