|
976
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$622K
|
+$25.1K
|
+624
|
+4%
|
|
|
977
|
Wealth Architects
Mountain View,
California
|
$619K
|
+$75.5K
|
+1,878
|
+12%
|
|
|
978
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$617K
|
-$14.2K
|
-354
|
-2%
|
|
|
979
|
Ashfield Capital Partners
San Francisco,
California
|
$615K
|
–
|
–
|
–
|
|
|
980
|
Libra Wealth
Los Gatos,
California
|
$614K
|
+$406K
|
+10,104
|
+142%
|
|
|
981
|
Abacus Wealth Partners
Santa Monica,
California
|
$611K
|
-$158K
|
-3,930
|
-19%
|
|
|
982
|
Redwood Financial Network
Solon,
Ohio
|
$611K
|
-$11.6K
|
-288
|
-2%
|
|
|
983
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$609K
|
-$19.3K
|
-480
|
-3%
|
|
|
984
|
Trexquant Investment
Stamford,
Connecticut
|
$609K
|
+$686K
|
+17,076
|
New
|
|
|
985
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$606K
|
+$1.21K
|
+30
|
+0.2%
|
|
|
986
|
|
$605K
|
+$241
|
+6
|
+0%
|
|
|
987
|
WP Advisors
San Francisco,
California
|
$602K
|
-$13.2M
|
-327,612
|
-95%
|
|
|
988
|
Moseley Investment Management
Bradenton,
Florida
|
$602K
|
+$28K
|
+696
|
+4%
|
|
|
989
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$601K
|
-$32.8K
|
-816
|
-5%
|
|
|
990
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$597K
|
-$5.07K
|
-126
|
-0.7%
|
|
|
991
|
Freedom Investment Management
Hartford,
Connecticut
|
$595K
|
-$104K
|
-2,598
|
-13%
|
|
|
992
|
Evoke Wealth
Los Angeles,
California
|
$594K
|
-$46.8K
|
-1,164
|
-7%
|
|
|
993
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$593K
|
-$45.6K
|
-1,134
|
-6%
|
|
|
994
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$592K
|
+$241
|
+6
|
+0%
|
|
|
995
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$590K
|
+$122K
|
+3,030
|
+22%
|
|
|
996
|
Rain Capital Management
Lake Oswego,
Oregon
|
$590K
|
+$665K
|
+16,554
|
New
|
|
|
997
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$589K
|
+$9.41K
|
+234
|
+1%
|
|
|
998
|
Glenview Trust
Louisville,
Kentucky
|
$588K
|
–
|
–
|
–
|
|
|
999
|
9258 Wealth Management
Blue Ash,
Ohio
|
$585K
|
-$36.2K
|
-900
|
-5%
|
|
|
1000
|
Claro Advisors
Boston,
Massachusetts
|
$584K
|
–
|
–
|
–
|
|
