|
401
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$617K
|
+$61.8K
|
+547
|
+10%
|
|
|
402
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$615K
|
-$238K
|
-2,107
|
-26%
|
|
|
403
|
Ervin Investment Management
Seattle,
Washington
|
$614K
|
-$55.4K
|
-490
|
-8%
|
|
|
404
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$604K
|
+$66.7K
|
+590
|
+11%
|
|
|
405
|
Catalyst Capital Advisors
Huntington,
New York
|
$601K
|
–
|
–
|
–
|
|
|
406
|
Huntington National Bank
Columbus,
Ohio
|
$599K
|
-$176K
|
-1,557
|
-21%
|
|
|
407
|
Axxcess Wealth Management
Carlsbad,
California
|
$596K
|
+$31.1K
|
+275
|
+5%
|
|
|
408
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$592K
|
-$5.27M
|
-46,623
|
-89%
|
|
|
409
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$590K
|
+$15.8K
|
+140
|
+3%
|
|
|
410
|
Allspring Global Investments
Charlotte,
North Carolina
|
$588K
|
+$312K
|
+2,762
|
+97%
|
|
|
411
|
Bangor Savings Bank
Bangor,
Maine
|
$581K
|
-$58.2K
|
-515
|
-8%
|
|
|
412
|
Jamison Private Wealth Management
Milton,
Georgia
|
$580K
|
-$15.4K
|
-136
|
-2%
|
|
|
413
|
Welch Group
Birmingham,
Alabama
|
$580K
|
–
|
–
|
–
|
|
|
414
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$579K
|
+$5.65K
|
+50
|
+0.9%
|
|
|
415
|
SageView Advisory Group
Newport Beach,
California
|
$571K
|
+$10.1K
|
+89
|
+2%
|
|
|
416
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$571K
|
+$13.2K
|
+117
|
+2%
|
|
|
417
|
Coppell Advisory Solutions
Coppell,
Texas
|
$568K
|
-$132K
|
-1,170
|
-19%
|
|
|
418
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$561K
|
-$46.2K
|
-409
|
-7%
|
|
|
419
|
Kestra Private Wealth Services
Austin,
Texas
|
$560K
|
+$12.4K
|
+110
|
+2%
|
|
|
420
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$556K
|
-$211K
|
-1,870
|
-26%
|
|
|
421
|
Venture Visionary Partners
Sylvania,
Ohio
|
$555K
|
+$34.5K
|
+305
|
+6%
|
|
|
422
|
Crux Wealth Advisors
Long Beach,
California
|
$553K
|
+$110K
|
+973
|
+23%
|
|
|
423
|
Salvus Wealth Management
Red Bank,
New Jersey
|
$545K
|
-$212K
|
-1,876
|
-27%
|
|
|
424
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$541K
|
-$55.3K
|
-489
|
-9%
|
|
|
425
|
Auxano Advisors
Bellevue,
Washington
|
$539K
|
+$199K
|
+1,758
|
+52%
|
|
