|
851
|
Patten & Patten
Chattanooga,
Tennessee
|
$855K
|
+$155K
|
+3,108
|
+21%
|
|
|
852
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$851K
|
–
|
–
|
–
|
|
|
853
|
Cordasco Financial Network
Naples,
Florida
|
$850K
|
–
|
–
|
–
|
|
|
854
|
Level Four Advisory Services
Dallas,
Texas
|
$848K
|
-$3.42M
|
-68,664
|
-80%
|
|
|
855
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$848K
|
+$4.78K
|
+96
|
+0.6%
|
|
|
856
|
One Wealth Advisors
San Francisco,
California
|
$847K
|
–
|
–
|
–
|
|
|
857
|
Ashfield Capital Partners
San Francisco,
California
|
$834K
|
–
|
–
|
–
|
|
|
858
|
Valley Wealth Managers
Paramus,
New Jersey
|
$830K
|
-$64.8K
|
-1,302
|
-7%
|
|
|
859
|
F3Logic
Burnsville,
Minnesota
|
$823K
|
-$129K
|
-2,586
|
-13%
|
|
|
860
|
Destiny Wealth Partners
Tavares,
Florida
|
$822K
|
+$33.1K
|
+666
|
+4%
|
|
|
861
|
Cypress Wealth Services
Palm Desert,
California
|
$821K
|
-$9.55K
|
-192
|
-1%
|
|
|
862
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$821K
|
-$2.09K
|
-42
|
-0.2%
|
|
|
863
|
First Foundation Advisors
Irvine,
California
|
$820K
|
-$19.1K
|
-384
|
-2%
|
|
|
864
|
9258 Wealth Management
Blue Ash,
Ohio
|
$819K
|
–
|
–
|
–
|
|
|
865
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$817K
|
+$52.3K
|
+1,050
|
+7%
|
|
|
866
|
Cascadia Advisory Services
Portland,
Oregon
|
$812K
|
+$207K
|
+4,152
|
+33%
|
|
|
867
|
Eaton Vance Management
Boston,
Massachusetts
|
$812K
|
+$3.43M
|
+68,976
|
+36%
|
|
|
868
|
Ziegler Capital Management
Chicago,
Illinois
|
$807K
|
+$830K
|
+16,686
|
New
|
|
|
869
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$806K
|
+$8.66K
|
+174
|
+1%
|
|
|
870
|
Klingman & Associates
New York
|
$803K
|
+$294K
|
+5,910
|
+55%
|
|
|
871
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$797K
|
+$229K
|
+4,608
|
+39%
|
|
|
872
|
Brown Brothers Harriman & Co
New York
|
$794K
|
-$213K
|
-4,272
|
-21%
|
|
|
873
|
|
$794K
|
+$50.8K
|
+1,020
|
+7%
|
|
|
874
|
Lenox Wealth Advisors
New York
|
$789K
|
-$2.69K
|
-54
|
-0.3%
|
|
|
875
|
Capital Planning
Bellevue,
Washington
|
$774K
|
-$21.2K
|
-426
|
-3%
|
|
