|
626
|
Blankinship & Foster
Solana Beach,
California
|
$1.3M
|
+$31.5K
|
+485
|
+3%
|
|
|
627
|
&Partners
Nashville,
Tennessee
|
$1.3M
|
-$63.8K
|
-982
|
-5%
|
|
|
628
|
Wallace Advisory Group
Lafayette,
California
|
$1.3M
|
+$472K
|
+7,264
|
+53%
|
|
|
629
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.29M
|
+$422K
|
+6,501
|
+53%
|
|
|
630
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.29M
|
–
|
–
|
–
|
|
|
631
|
True Vision MN
Woodbury,
Minnesota
|
$1.28M
|
-$15.3K
|
-235
|
-1%
|
|
|
632
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.27M
|
–
|
–
|
–
|
|
|
633
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.27M
|
-$215K
|
-3,307
|
-15%
|
|
|
634
|
Meridian Investment Counsel
Lafayette,
California
|
$1.26M
|
+$573K
|
+8,820
|
+94%
|
|
|
635
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.25M
|
+$278K
|
+4,288
|
+32%
|
|
|
636
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.25M
|
+$143K
|
+2,200
|
+14%
|
|
|
637
|
Franklin Resources
San Mateo,
California
|
$1.25M
|
-$1.56M
|
-24,075
|
-57%
|
|
|
638
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.24M
|
+$107K
|
+1,654
|
+10%
|
|
|
639
|
Tortoise Investment Management
White Plains,
New York
|
$1.22M
|
+$223K
|
+3,430
|
+24%
|
|
|
640
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.22M
|
+$141K
|
+2,167
|
+14%
|
|
|
641
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.22M
|
+$31.4K
|
+483
|
+3%
|
|
|
642
|
Drucker Wealth 3.0
Woodcliff Lake,
New Jersey
|
$1.22M
|
-$146K
|
-2,250
|
-11%
|
|
|
643
|
Blue Trust Inc
Alpharetta,
Georgia
|
$1.22M
|
+$274K
|
+4,213
|
+31%
|
|
|
644
|
Sapient Capital
Indianapolis,
Indiana
|
$1.21M
|
+$237K
|
+3,652
|
+26%
|
|
|
645
|
Neuberger Berman Group
New York
|
$1.21M
|
+$12.5K
|
+193
|
+1%
|
|
|
646
|
Pitti Group Wealth Management
Victor,
New York
|
$1.2M
|
+$25.7K
|
+396
|
+2%
|
|
|
647
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.19M
|
+$974
|
+15
|
+0.1%
|
|
|
648
|
Cobblestone Capital Advisors
Rochester,
New York
|
$1.18M
|
-$53.8K
|
-828
|
-5%
|
|
|
649
|
Whittier Trust
South Pasadena,
California
|
$1.18M
|
-$106K
|
-1,634
|
-9%
|
|
|
650
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.16M
|
-$153K
|
-2,351
|
-12%
|
|
