|
626
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$715K
|
-$62.6K
|
-542
|
-8%
|
|
|
627
|
Level Four Financial
Dallas,
Texas
|
$715K
|
+$187K
|
+1,622
|
+36%
|
|
|
628
|
Franklin Resources
San Mateo,
California
|
$697K
|
-$125K
|
-1,085
|
-15%
|
|
|
629
|
Wealthspire Advisors (New York)
New York
|
$687K
|
+$680K
|
+5,887
|
New
|
|
|
630
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$684K
|
+$54.8K
|
+475
|
+9%
|
|
|
631
|
Whittier Trust
South Pasadena,
California
|
$682K
|
+$125K
|
+1,080
|
+23%
|
|
|
632
|
WealthSource Partners
San Luis Obispo,
California
|
$681K
|
+$35.9K
|
+311
|
+6%
|
|
|
633
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$667K
|
+$80.7K
|
+699
|
+14%
|
|
|
634
|
Viridian RIA
Bothell,
Washington
|
$666K
|
-$13.9M
|
-120,150
|
Closed
|
|
|
635
|
Elk River Wealth Management
Denver,
Colorado
|
$661K
|
-$130K
|
-1,125
|
-17%
|
|
|
636
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$658K
|
–
|
–
|
–
|
|
|
637
|
IEQ Capital
Foster City,
California
|
$658K
|
+$650K
|
+5,633
|
New
|
|
|
638
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$657K
|
+$318K
|
+2,751
|
+96%
|
|
|
639
|
BTR Capital Management
Oakland,
California
|
$653K
|
-$16.2K
|
-140
|
-2%
|
|
|
640
|
Mather Group
Chicago,
Illinois
|
$652K
|
+$24K
|
+208
|
+4%
|
|
|
641
|
Bramshill Investments
Naples,
Florida
|
$652K
|
+$645K
|
+5,585
|
New
|
|
|
642
|
Valeo Financial Advisors
Carmel,
Indiana
|
$650K
|
-$111K
|
-963
|
-15%
|
|
|
643
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$649K
|
+$138K
|
+1,195
|
+27%
|
|
|
644
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$642K
|
-$77.8K
|
-674
|
-11%
|
|
|
645
|
Sterling Investment Management
Tucson,
Arizona
|
$640K
|
-$38.3K
|
-332
|
-6%
|
|
|
646
|
Financial Insights
Tacoma,
Washington
|
$635K
|
–
|
–
|
–
|
|
|
647
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$631K
|
-$115
|
-1
|
-0%
|
|
|
648
|
Leelyn Smith
Geneva,
Illinois
|
$631K
|
+$1.04K
|
+9
|
+0.2%
|
|
|
649
|
People's United Financial
Bridgeport,
Connecticut
|
$630K
|
-$11.5K
|
-100
|
-2%
|
|
|
650
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$630K
|
+$115
|
+1
|
+0%
|
|
