|
701
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.89M
|
–
|
–
|
–
|
|
|
702
|
Arlington Trust
Birmingham,
Alabama
|
$1.88M
|
–
|
–
|
–
|
|
|
703
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.88M
|
-$245K
|
-2,931
|
-12%
|
|
|
704
|
Meridian Wealth Management
Lexington,
Kentucky
|
$1.88M
|
-$167
|
-2
|
-0%
|
|
|
705
|
Sovran Advisors
San Diego,
California
|
$1.86M
|
+$1.42M
|
+16,965
|
+301%
|
|
|
706
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.86M
|
+$54.3K
|
+649
|
+3%
|
|
|
707
|
FSA Investment Group
Pensacola,
Florida
|
$1.85M
|
-$58.3K
|
-696
|
-3%
|
|
|
708
|
North Capital
Salt Lake City,
Utah
|
$1.85M
|
+$8.21K
|
+98
|
+0.5%
|
|
|
709
|
Bradley & Co Private Wealth Management
Miami,
Florida
|
$1.84M
|
-$191K
|
-2,285
|
-10%
|
|
|
710
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.84M
|
+$1.04M
|
+12,457
|
+138%
|
|
|
711
|
R.M. Davis Inc
Portland,
Maine
|
$1.83M
|
–
|
–
|
–
|
|
|
712
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.83M
|
-$2.51K
|
-30
|
-0.1%
|
|
|
713
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.83M
|
+$327K
|
+3,907
|
+22%
|
|
|
714
|
IRON Financial
Northbrook,
Illinois
|
$1.82M
|
+$3.43K
|
+41
|
+0.2%
|
|
|
715
|
Flywheel Private Wealth
Los Altos,
California
|
$1.82M
|
+$13.9K
|
+166
|
+0.8%
|
|
|
716
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$1.81M
|
+$145K
|
+1,737
|
+9%
|
|
|
717
|
Atomi Financial Group
New York
|
$1.8M
|
-$135K
|
-1,609
|
-7%
|
|
|
718
|
Indivisible Partners
Clearwater,
Florida
|
$1.8M
|
+$1.76M
|
+21,073
|
New
|
|
|
719
|
Safe Harbor Fiduciary
Pensacola,
Florida
|
$1.79M
|
+$52.3K
|
+624
|
+3%
|
|
|
720
|
SCS Capital Management
Boston,
Massachusetts
|
$1.79M
|
-$28.9K
|
-345
|
-2%
|
|
|
721
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.78M
|
+$51.8K
|
+618
|
+3%
|
|
|
722
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$1.77M
|
+$1.73M
|
+20,684
|
New
|
|
|
723
|
Capital City Trust
Tallahassee,
Florida
|
$1.76M
|
+$227K
|
+2,716
|
+15%
|
|
|
724
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$1.76M
|
+$67.7K
|
+808
|
+4%
|
|
|
725
|
Ascent Group
Virginia Beach,
Virginia
|
$1.75M
|
+$360K
|
+4,297
|
+27%
|
|
