|
526
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$1.32M
|
-$11.1K
|
-265
|
-0.8%
|
|
|
527
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$1.31M
|
+$2.35K
|
+56
|
+0.2%
|
|
|
528
|
AssetMark Inc
Concord,
California
|
$1.31M
|
+$107K
|
+2,542
|
+8%
|
|
|
529
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.29M
|
-$80K
|
-1,906
|
-6%
|
|
|
530
|
Prosperity Planning
Kansas City,
Missouri
|
$1.29M
|
–
|
–
|
–
|
|
|
531
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$1.29M
|
-$334K
|
-7,970
|
-20%
|
|
|
532
|
Viewpoint Capital Management
Seattle,
Washington
|
$1.29M
|
+$15.4K
|
+366
|
+1%
|
|
|
533
|
Summit Financial
Parsippany,
New Jersey
|
$1.28M
|
+$97.3K
|
+2,320
|
+8%
|
|
|
534
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$1.27M
|
+$1.11M
|
+26,427
|
+539%
|
|
|
535
|
North Star Investment Management
Chicago,
Illinois
|
$1.26M
|
+$70.9K
|
+1,690
|
+6%
|
|
|
536
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.26M
|
+$31K
|
+740
|
+2%
|
|
|
537
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$1.25M
|
-$92.7K
|
-2,210
|
-7%
|
|
|
538
|
Everett Harris & Co
Los Angeles,
California
|
$1.25M
|
-$18.8K
|
-447
|
-1%
|
|
|
539
|
TD Private Client Wealth
New York
|
$1.25M
|
-$178K
|
-4,247
|
-12%
|
|
|
540
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.25M
|
+$4.07K
|
+97
|
+0.3%
|
|
|
541
|
Karp Capital Management
Sausalito,
California
|
$1.24M
|
-$2.96M
|
-70,557
|
-70%
|
|
|
542
|
Courier Capital
Buffalo,
New York
|
$1.24M
|
-$26.3K
|
-628
|
-2%
|
|
|
543
|
Belpointe Asset Management
Reno,
Nevada
|
$1.23M
|
-$399K
|
-9,515
|
-24%
|
|
|
544
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.21M
|
-$184K
|
-4,382
|
-13%
|
|
|
545
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.2M
|
-$41.7K
|
-995
|
-3%
|
|
|
546
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.2M
|
+$106K
|
+2,533
|
+9%
|
|
|
547
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$1.19M
|
-$99.1K
|
-2,363
|
-7%
|
|
|
548
|
Ziegler Capital Management
Chicago,
Illinois
|
$1.19M
|
–
|
–
|
–
|
|
|
549
|
Intelligence Driven Advisers
Carlsbad,
California
|
$1.18M
|
+$1.26M
|
+30,016
|
New
|
|
|
550
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.18M
|
-$597K
|
-14,238
|
-33%
|
|
