|
876
|
Asset Dedication LLC
San Francisco,
California
|
$1.7M
|
-$70.2K
|
-449
|
-4%
|
|
|
877
|
Moran Wealth Management
Naples,
Florida
|
$1.68M
|
+$328K
|
+2,101
|
+25%
|
|
|
878
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.68M
|
–
|
–
|
–
|
|
|
879
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$1.67M
|
-$50K
|
-320
|
-3%
|
|
|
880
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.65M
|
-$26.3K
|
-168
|
-2%
|
|
|
881
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$1.65M
|
+$6.56K
|
+42
|
+0.4%
|
|
|
882
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.64M
|
+$1.62M
|
+10,375
|
New
|
|
|
883
|
Investment Management Trust
Fitchburg,
Massachusetts
|
$1.62M
|
-$3.28K
|
-21
|
-0.2%
|
|
|
884
|
Christine Messmer PC
Collegeville,
Pennsylvania
|
$1.61M
|
-$104K
|
-667
|
-6%
|
|
|
885
|
DF Dent & Co
Baltimore,
Maryland
|
$1.61M
|
+$46.9K
|
+300
|
+3%
|
|
|
886
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.61M
|
–
|
–
|
–
|
|
|
887
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.61M
|
-$203K
|
-1,300
|
-11%
|
|
|
888
|
Great Diamond Partners
Portland,
Maine
|
$1.61M
|
-$9.38K
|
-60
|
-0.6%
|
|
|
889
|
Coastwise Capital Group
La Jolla,
California
|
$1.6M
|
+$55.8K
|
+357
|
+4%
|
|
|
890
|
Nilsine Partners
Greenwood Village,
Colorado
|
$1.6M
|
-$149K
|
-951
|
-9%
|
|
|
891
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$1.6M
|
+$22.2K
|
+142
|
+1%
|
|
|
892
|
Marshall Wace
London,
United Kingdom
|
$1.6M
|
+$1.58M
|
+10,100
|
New
|
|
|
893
|
Tower Bridge Advisors
Conshohocken,
Pennsylvania
|
$1.6M
|
+$1.58M
|
+10,096
|
New
|
|
|
894
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$1.59M
|
-$2.97M
|
-19,000
|
-65%
|
|
|
895
|
PUREfi Wealth
Boston,
Massachusetts
|
$1.59M
|
+$9.69K
|
+62
|
+0.6%
|
|
|
896
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$1.59M
|
+$4.84K
|
+31
|
+0.3%
|
|
|
897
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.59M
|
–
|
–
|
–
|
|
|
898
|
NWF Advisory Services
Los Angeles,
California
|
$1.59M
|
-$81.3K
|
-520
|
-5%
|
|
|
899
|
Elevatus Welath Management
Victor,
New York
|
$1.58M
|
+$489K
|
+3,132
|
+46%
|
|
|
900
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$1.57M
|
+$23.4K
|
+150
|
+2%
|
|
