|
526
|
Evercore Wealth Management
New York
|
$661K
|
–
|
–
|
–
|
|
|
527
|
Hazlett, Burt & Watson
Wheeling,
West Virginia
|
$659K
|
+$167K
|
+1,453
|
+34%
|
|
|
528
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$657K
|
–
|
–
|
–
|
|
|
529
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$654K
|
-$46.7K
|
-407
|
-7%
|
|
|
530
|
Stokes Family Office
New Orleans,
Louisiana
|
$637K
|
+$120K
|
+1,047
|
+23%
|
|
|
531
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$634K
|
+$620K
|
+5,412
|
+3,469%
|
|
|
532
|
Ehrlich Financial Group
Laguna Niguel,
California
|
$634K
|
-$1.14M
|
-9,982
|
-64%
|
|
|
533
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$629K
|
+$11.1K
|
+97
|
+2%
|
|
|
534
|
Modern Wealth Management
Lenexa,
Kansas
|
$629K
|
-$178K
|
-1,553
|
-22%
|
|
|
535
|
Avidian Wealth Enterprises
Houston,
Texas
|
$629K
|
-$300K
|
-2,621
|
-32%
|
|
|
536
|
Tassel Capital Management
Matthews,
North Carolina
|
$628K
|
+$216K
|
+1,887
|
+52%
|
|
|
537
|
Cornerstone Planning Group
Fairfield,
New Jersey
|
$627K
|
-$6.99K
|
-61
|
-1%
|
|
|
538
|
Montecito Bank & Trust
Santa Barbara,
California
|
$626K
|
–
|
–
|
–
|
|
|
539
|
Centennial Advisors
Austin,
Texas
|
$623K
|
+$627K
|
+5,466
|
New
|
|
|
540
|
Birch Hill Investment Advisors
Boston,
Massachusetts
|
$621K
|
–
|
–
|
–
|
|
|
541
|
Polaris Investment Advisors
Framingham,
Massachusetts
|
$620K
|
+$624K
|
+5,442
|
New
|
|
|
542
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$615K
|
-$294K
|
-2,562
|
-32%
|
|
|
543
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$613K
|
+$617K
|
+5,383
|
New
|
|
|
544
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$611K
|
-$54.9K
|
-479
|
-8%
|
|
|
545
|
|
$610K
|
+$42.8K
|
+373
|
+7%
|
|
|
546
|
Fulton Bank
Lancaster,
Pennsylvania
|
$607K
|
+$211K
|
+1,840
|
+53%
|
|
|
547
|
Alerus Financial
Grand Forks,
North Dakota
|
$607K
|
-$1.03K
|
-9
|
-0.2%
|
|
|
548
|
True Vision MN
Woodbury,
Minnesota
|
$605K
|
-$257K
|
-2,239
|
-30%
|
|
|
549
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$603K
|
–
|
–
|
–
|
|
|
550
|
Decker Retirement Planning
Levi,
Utah
|
$602K
|
+$47.4K
|
+413
|
+8%
|
|
