|
701
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$3.7M
|
–
|
–
|
–
|
|
|
702
|
Spectrum Investment Advisors
Mequon,
Wisconsin
|
$3.69M
|
-$264K
|
-2,700
|
-7%
|
|
|
703
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$3.69M
|
-$500K
|
-5,107
|
-12%
|
|
|
704
|
XML Financial
Bethesda,
Maryland
|
$3.67M
|
+$616K
|
+6,296
|
+20%
|
|
|
705
|
CVA Family Office
Denver,
Colorado
|
$3.65M
|
+$1.97M
|
+20,103
|
+117%
|
|
|
706
|
Waycross Partners
Louisville,
Kentucky
|
$3.63M
|
–
|
–
|
–
|
|
|
707
|
Glassy Mountain Advisors
Bethesda,
Maryland
|
$3.63M
|
+$846K
|
+8,649
|
+30%
|
|
|
708
|
Summit Financial
Parsippany,
New Jersey
|
$3.6M
|
+$351K
|
+3,586
|
+11%
|
|
|
709
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.59M
|
+$408K
|
+4,166
|
+12%
|
|
|
710
|
Coldstream Capital Management
Bellevue,
Washington
|
$3.57M
|
+$52.1K
|
+532
|
+1%
|
|
|
711
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.56M
|
-$116K
|
-1,190
|
-3%
|
|
|
712
|
Patten Group
Chattanooga,
Tennessee
|
$3.54M
|
-$93.3K
|
-953
|
-3%
|
|
|
713
|
Elevation Wealth Partners
Santa Rosa,
California
|
$3.53M
|
-$287K
|
-2,933
|
-8%
|
|
|
714
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$3.52M
|
+$2.64M
|
+26,929
|
+300%
|
|
|
715
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$3.5M
|
+$268K
|
+2,735
|
+8%
|
|
|
716
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$3.47M
|
+$2.5M
|
+25,508
|
+256%
|
|
|
717
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$3.46M
|
-$4.89K
|
-50
|
-0.1%
|
|
|
718
|
Davies Financial Advisors
Murrieta,
California
|
$3.46M
|
+$3.45M
|
+35,294
|
New
|
|
|
719
|
BCS Wealth Management
Johnson City,
Tennessee
|
$3.42M
|
+$992K
|
+10,131
|
+41%
|
|
|
720
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$3.41M
|
-$7.39M
|
-75,484
|
-68%
|
|
|
721
|
MPS Loria Financial Planners
Burr Ridge,
Illinois
|
$3.4M
|
+$422K
|
+4,309
|
+14%
|
|
|
722
|
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
|
$3.38M
|
+$610K
|
+6,237
|
+21%
|
|
|
723
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$3.37M
|
-$66.5K
|
-679
|
-2%
|
|
|
724
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$3.37M
|
+$36.8K
|
+376
|
+1%
|
|
|
725
|
Iowa State Bank
Urbandale,
Iowa
|
$3.36M
|
+$351K
|
+3,589
|
+12%
|
|
