|
526
|
Parisi Gray Wealth Management
Mendham,
New Jersey
|
$1.22M
|
-$137K
|
-3,434
|
-10%
|
|
|
527
|
Clearstead Advisors
Cleveland,
Ohio
|
$1.19M
|
-$732K
|
-18,390
|
-40%
|
|
|
528
|
Orin Green Financial
San Diego,
California
|
$1.19M
|
-$1.39M
|
-34,993
|
Closed
|
|
|
529
|
Allworth Financial
Folsom,
California
|
$1.18M
|
-$49.3K
|
-1,239
|
-4%
|
|
|
530
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$1.18M
|
-$347K
|
-8,711
|
-23%
|
|
|
531
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.18M
|
+$15.3K
|
+385
|
+1%
|
|
|
532
|
Evercore Wealth Management
New York
|
$1.17M
|
-$247K
|
-6,197
|
-18%
|
|
|
533
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.16M
|
–
|
–
|
–
|
|
|
534
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.16M
|
-$386K
|
-9,688
|
-25%
|
|
|
535
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.16M
|
–
|
–
|
–
|
|
|
536
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.16M
|
+$45.3K
|
+1,139
|
+4%
|
|
|
537
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$1.16M
|
+$45.3K
|
+1,139
|
+4%
|
|
|
538
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.15M
|
–
|
–
|
–
|
|
|
539
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.15M
|
-$4.7K
|
-118
|
-0.4%
|
|
|
540
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$1.15M
|
–
|
–
|
–
|
|
|
541
|
|
$1.14M
|
+$574K
|
+14,418
|
+108%
|
|
|
542
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.14M
|
-$389K
|
-9,783
|
-26%
|
|
|
543
|
Magnus Financial Group
New York
|
$1.13M
|
-$53.1K
|
-1,334
|
-5%
|
|
|
544
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$1.13M
|
+$43.1K
|
+1,083
|
+4%
|
|
|
545
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.12M
|
+$16.2K
|
+406
|
+2%
|
|
|
546
|
First Bank & Trust
Brookings,
South Dakota
|
$1.11M
|
–
|
–
|
–
|
|
|
547
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.1M
|
-$77.4K
|
-1,946
|
-7%
|
|
|
548
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.09M
|
–
|
–
|
–
|
|
|
549
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.09M
|
-$48.5K
|
-1,219
|
-4%
|
|
|
550
|
Independent Family Office
Albany,
New York
|
$1.08M
|
-$419K
|
-10,526
|
-29%
|
|
