|
651
|
Colonial Trust
Spartanburg,
South Carolina
|
$5.27M
|
+$1.38M
|
+13,794
|
+36%
|
|
|
652
|
CreativeOne Wealth
Overland Park,
Kansas
|
$5.26M
|
-$2.87M
|
-28,799
|
-36%
|
|
|
653
|
Regal Investment Advisors
Kentwood,
Michigan
|
$5.26M
|
+$702K
|
+7,036
|
+16%
|
|
|
654
|
Stonegate Investment Group
Birmingham,
Alabama
|
$5.26M
|
-$69.8K
|
-700
|
-1%
|
|
|
655
|
Chris Bulman
Roseville,
California
|
$5.21M
|
+$420K
|
+4,206
|
+9%
|
|
|
656
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$5.18M
|
+$776K
|
+7,783
|
+18%
|
|
|
657
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$5.16M
|
+$888K
|
+8,903
|
+21%
|
|
|
658
|
1ST Source Bank
South Bend,
Indiana
|
$5.11M
|
+$142K
|
+1,419
|
+3%
|
|
|
659
|
Pacific Capital Wealth Advisors
Corona,
California
|
$5.09M
|
-$192K
|
-1,928
|
-4%
|
|
|
660
|
KFG Wealth Management
Granger,
Indiana
|
$5.08M
|
-$205K
|
-2,050
|
-4%
|
|
|
661
|
Lake Street Private Wealth
Chicago,
Illinois
|
$5.06M
|
+$367K
|
+3,674
|
+8%
|
|
|
662
|
Quattro Financial Advisors
The Woodlands,
Texas
|
$5.05M
|
-$51.1K
|
-512
|
-1%
|
|
|
663
|
Simplicity Wealth
Summit,
New Jersey
|
$5.05M
|
+$4.11M
|
+41,234
|
+479%
|
|
|
664
|
RiverGlades Family Offices
Naples,
Florida
|
$5.04M
|
+$311K
|
+3,117
|
+7%
|
|
|
665
|
James Investment Research
Alpha,
Ohio
|
$5.03M
|
+$16.9K
|
+169
|
+0.3%
|
|
|
666
|
BOK Financial Private Wealth
Denver,
Colorado
|
$5.03M
|
-$1.03M
|
-10,321
|
-17%
|
|
|
667
|
Wayfinding Financial
Lynnwood,
Washington
|
$4.98M
|
+$167K
|
+1,676
|
+4%
|
|
|
668
|
Good Life Advisors
Reading,
Pennsylvania
|
$4.98M
|
+$2.19M
|
+21,919
|
+80%
|
|
|
669
|
Pathstone Holdings
Englewood,
New Jersey
|
$4.95M
|
+$82.8K
|
+830
|
+2%
|
|
|
670
|
Cerity Partners OCIO
New York
|
$4.93M
|
-$4.66M
|
-46,688
|
-49%
|
|
|
671
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$4.93M
|
+$187K
|
+1,870
|
+4%
|
|
|
672
|
Tobias Financial Advisors
Plantation,
Florida
|
$4.91M
|
+$25.7K
|
+258
|
+0.5%
|
|
|
673
|
HB Wealth Management
Atlanta,
Georgia
|
$4.9M
|
+$624K
|
+6,259
|
+15%
|
|
|
674
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$4.89M
|
-$762K
|
-7,639
|
-14%
|
|
|
675
|
Jordan Park Group
San Francisco,
California
|
$4.85M
|
+$160K
|
+1,602
|
+3%
|
|
