|
501
|
Copperwynd Financial
Scottsdale,
Arizona
|
$650K
|
+$22.9K
|
+797
|
+4%
|
|
|
502
|
Neville Rodie & Shaw
New York
|
$646K
|
–
|
–
|
–
|
|
|
503
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$643K
|
-$13.8K
|
-482
|
-2%
|
|
|
504
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$633K
|
+$21.6K
|
+751
|
+4%
|
|
|
505
|
Lyell Wealth Management
Menlo Park,
California
|
$633K
|
-$1.44K
|
-50
|
-0.2%
|
|
|
506
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$629K
|
-$10.9K
|
-380
|
-2%
|
|
|
507
|
Strategic Wealth Investment Group
Louisville,
Kentucky
|
$626K
|
-$4.54K
|
-158
|
-0.7%
|
|
|
508
|
One Wealth Advisors
San Francisco,
California
|
$624K
|
-$6K
|
-209
|
-1%
|
|
|
509
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$623K
|
–
|
–
|
–
|
|
|
510
|
Raymond James Trust
St. Petersburg,
Florida
|
$619K
|
+$376K
|
+13,114
|
+165%
|
|
|
511
|
Wintrust Investments
Chicago,
Illinois
|
$617K
|
-$4.74K
|
-165
|
-0.8%
|
|
|
512
|
Montecito Bank & Trust
Santa Barbara,
California
|
$610K
|
-$50.4K
|
-1,756
|
-8%
|
|
|
513
|
NewEdge Advisors
New Orleans,
Louisiana
|
$602K
|
+$142K
|
+4,950
|
+32%
|
|
|
514
|
Avantax Advisory Services
Dallas,
Texas
|
$602K
|
-$11.3K
|
-393
|
-2%
|
|
|
515
|
Silvercrest Asset Management
New York
|
$596K
|
-$17.2K
|
-600
|
-3%
|
|
|
516
|
Personal CFO Solutions
Chester,
New Jersey
|
$591K
|
-$13.8K
|
-481
|
-2%
|
|
|
517
|
TIAA FSB
Jacksonville,
Florida
|
$588K
|
-$103K
|
-3,593
|
-15%
|
|
|
518
|
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
|
$585K
|
+$333K
|
+11,584
|
+139%
|
|
|
519
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$584K
|
+$164K
|
+5,700
|
+40%
|
|
|
520
|
Transform Wealth
Greenwood Village,
Colorado
|
$584K
|
-$1.46M
|
-50,722
|
-72%
|
|
|
521
|
GM Advisory Group
Melville,
New York
|
$584K
|
+$18.8K
|
+655
|
+3%
|
|
|
522
|
Piedmont Capital Management (Montana)
Whitefish,
Montana
|
$583K
|
–
|
–
|
–
|
|
|
523
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$580K
|
-$16.4K
|
-572
|
-3%
|
|
|
524
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$579K
|
-$18.6K
|
-647
|
-3%
|
|
|
525
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$576K
|
+$39K
|
+1,360
|
+7%
|
|
