|
1051
|
SVB Wealth
Boston,
Massachusetts
|
$493K
|
+$490K
|
+7,902
|
New
|
|
|
1052
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$492K
|
+$76.5K
|
+1,234
|
+19%
|
|
|
1053
|
W Advisors LLC
Germantown,
Tennessee
|
$492K
|
-$51.4K
|
-829
|
-10%
|
|
|
1054
|
Northeast Financial Consultants
Westport,
Connecticut
|
$492K
|
–
|
–
|
–
|
|
|
1055
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$492K
|
+$245K
|
+3,959
|
+101%
|
|
|
1056
|
Beckerman Institutional
Ocean Grove,
New Jersey
|
$491K
|
-$78.3K
|
-1,264
|
-14%
|
|
|
1057
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$489K
|
-$97.4K
|
-1,572
|
-17%
|
|
|
1058
|
Stegent Equity Advisors
Houston,
Texas
|
$488K
|
–
|
–
|
–
|
|
|
1059
|
Whalerock Point Partners
Providence,
Rhode Island
|
$487K
|
–
|
–
|
–
|
|
|
1060
|
Tacita Capital
Toronto,
Ontario, Canada
|
$485K
|
–
|
–
|
–
|
|
|
1061
|
Patten Group
Chattanooga,
Tennessee
|
$484K
|
-$22.3K
|
-360
|
-4%
|
|
|
1062
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$484K
|
–
|
–
|
–
|
|
|
1063
|
Aspiriant LLC
Los Angeles,
California
|
$481K
|
+$3.72K
|
+60
|
+0.8%
|
|
|
1064
|
ClearBridge Investments
New York
|
$480K
|
–
|
–
|
–
|
|
|
1065
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$479K
|
+$21.1K
|
+341
|
+5%
|
|
|
1066
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$478K
|
+$2.54K
|
+41
|
+0.5%
|
|
|
1067
|
Lake Street Private Wealth
Chicago,
Illinois
|
$476K
|
-$3.22K
|
-52
|
-0.7%
|
|
|
1068
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$474K
|
+$13.6K
|
+219
|
+3%
|
|
|
1069
|
SageView Advisory Group
Newport Beach,
California
|
$471K
|
-$39.3K
|
-634
|
-8%
|
|
|
1070
|
Belpointe Asset Management
Reno,
Nevada
|
$469K
|
-$14.3K
|
-230
|
-3%
|
|
|
1071
|
Potomac Fund Management
Miami,
Florida
|
$469K
|
-$72.3K
|
-1,167
|
-14%
|
|
|
1072
|
Dopkins Wealth Management
Williamsville,
New York
|
$469K
|
–
|
–
|
–
|
|
|
1073
|
Washington Trust
Westerly,
Rhode Island
|
$468K
|
–
|
–
|
–
|
|
|
1074
|
Arrien Investments
Boise,
Idaho
|
$468K
|
–
|
–
|
–
|
|
|
1075
|
Florida Financial Advisors
Tampa,
Florida
|
$465K
|
+$153K
|
+2,465
|
+49%
|
|
