|
1026
|
First Interstate Bank
Billings,
Montana
|
$434K
|
-$1.4K
|
-5
|
-0.3%
|
|
|
1027
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$432K
|
-$342K
|
-1,219
|
-44%
|
|
|
1028
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$432K
|
-$28.3K
|
-101
|
-6%
|
|
|
1029
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$430K
|
+$16.5K
|
+59
|
+4%
|
|
|
1030
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$430K
|
+$438K
|
+1,564
|
New
|
|
|
1031
|
Modera Wealth Management
Westwood,
New Jersey
|
$430K
|
+$841
|
+3
|
+0.2%
|
|
|
1032
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$427K
|
-$91.4K
|
-326
|
-17%
|
|
|
1033
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$426K
|
–
|
–
|
–
|
|
|
1034
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$425K
|
-$126K
|
-450
|
-23%
|
|
|
1035
|
Fisher Asset Management
Camas,
Washington
|
$425K
|
+$87.2K
|
+311
|
+25%
|
|
|
1036
|
South Dakota Investment Council
Sioux Falls,
South Dakota
|
$424K
|
+$292K
|
+1,040
|
+208%
|
|
|
1037
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$424K
|
–
|
–
|
–
|
|
|
1038
|
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
|
$423K
|
–
|
–
|
–
|
|
|
1039
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$423K
|
–
|
–
|
–
|
|
|
1040
|
IHT Wealth Management
Chicago,
Illinois
|
$423K
|
+$10.7K
|
+38
|
+3%
|
|
|
1041
|
Professional Advisory Services
Vero Beach,
Florida
|
$420K
|
–
|
–
|
–
|
|
|
1042
|
Middleton & Co
Boston,
Massachusetts
|
$419K
|
–
|
–
|
–
|
|
|
1043
|
City National Bank of Florida
Miami,
Florida
|
$418K
|
+$17.4K
|
+62
|
+4%
|
|
|
1044
|
Wharton Business Group
Malvern,
Pennsylvania
|
$416K
|
–
|
–
|
–
|
|
|
1045
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$415K
|
-$1.68K
|
-6
|
-0.4%
|
|
|
1046
|
TownSquare Capital
Provo,
Utah
|
$415K
|
+$25.8K
|
+92
|
+7%
|
|
|
1047
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$414K
|
+$109K
|
+389
|
+35%
|
|
|
1048
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$413K
|
-$6.45K
|
-23
|
-2%
|
|
|
1049
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$411K
|
+$205K
|
+731
|
+96%
|
|
|
1050
|
Diligent Investors
Redlands,
California
|
$408K
|
–
|
–
|
–
|
|
