|
351
|
Pioneer Family Office
North Miami Beach,
Florida
|
$1.43M
|
+$1.43M
|
+16,033
|
New
|
|
|
352
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.42M
|
-$244K
|
-2,735
|
-15%
|
|
|
353
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$1.42M
|
-$158K
|
-1,772
|
-10%
|
|
|
354
|
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
|
$1.41M
|
+$60.3K
|
+677
|
+4%
|
|
|
355
|
Denver Wealth Management
Denver,
Colorado
|
$1.39M
|
-$35.7K
|
-401
|
-3%
|
|
|
356
|
Elevation Capital Advisory
Bend,
Oregon
|
$1.38M
|
-$2.93M
|
-32,839
|
-68%
|
|
|
357
|
Regions Financial Corp
Birmingham,
Alabama
|
$1.37M
|
+$57.9K
|
+650
|
+4%
|
|
|
358
|
Central Valley Advisors
Sacramento,
California
|
$1.36M
|
+$1.78K
|
+20
|
+0.1%
|
|
|
359
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.35M
|
–
|
–
|
–
|
|
|
360
|
Sovran Advisors
San Diego,
California
|
$1.31M
|
-$183K
|
-2,051
|
-12%
|
|
|
361
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.29M
|
-$42.2K
|
-473
|
-3%
|
|
|
362
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.29M
|
–
|
–
|
–
|
|
|
363
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$1.27M
|
–
|
–
|
–
|
|
|
364
|
Quartz Partners
Saratoga Springs,
New York
|
$1.27M
|
+$27.7K
|
+311
|
+2%
|
|
|
365
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.24M
|
+$31.4K
|
+352
|
+3%
|
|
|
366
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$1.24M
|
–
|
–
|
–
|
|
|
367
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.22M
|
+$208K
|
+2,338
|
+21%
|
|
|
368
|
Well Done LLC
Holland,
Michigan
|
$1.2M
|
-$41.4K
|
-464
|
-3%
|
|
|
369
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.2M
|
+$41.7K
|
+468
|
+4%
|
|
|
370
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.2M
|
-$14.2K
|
-159
|
-1%
|
|
|
371
|
KPP Advisory Services
Louisville,
Kentucky
|
$1.2M
|
-$4.4M
|
-49,340
|
-79%
|
|
|
372
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$1.19M
|
+$287K
|
+3,224
|
+32%
|
|
|
373
|
Silverlake Wealth Management
Williston,
Vermont
|
$1.19M
|
-$80.1K
|
-899
|
-6%
|
|
|
374
|
Ted Buchan & Co
San Diego,
California
|
$1.19M
|
+$53K
|
+595
|
+5%
|
|
|
375
|
Natixis Advisors
Boston,
Massachusetts
|
$1.18M
|
+$1.18M
|
+13,228
|
New
|
|
