|
501
|
WBH Advisory
Baltimore,
Maryland
|
$893K
|
+$150K
|
+1,611
|
+20%
|
|
|
502
|
Strategic Blueprint
Atlanta,
Georgia
|
$891K
|
-$457K
|
-4,920
|
-34%
|
|
|
503
|
Bowman & Company
Oshkosh,
Wisconsin
|
$886K
|
-$40.2K
|
-433
|
-4%
|
|
|
504
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$873K
|
-$380K
|
-4,094
|
-31%
|
|
|
505
|
Silver Oak Securities
Jackson,
Tennessee
|
$871K
|
-$268K
|
-2,886
|
-24%
|
|
|
506
|
Flagstar Advisors
New York
|
$869K
|
+$22.3K
|
+240
|
+3%
|
|
|
507
|
Diversify Wealth Management
Sandy,
Utah
|
$848K
|
+$806K
|
+8,677
|
New
|
|
|
508
|
Trek Financial
Scottsdale,
Arizona
|
$845K
|
-$112K
|
-1,208
|
-12%
|
|
|
509
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$839K
|
+$832K
|
+8,955
|
New
|
|
|
510
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$833K
|
+$157K
|
+1,686
|
+23%
|
|
|
511
|
Horan Securities
Cincinnati,
United States
|
$830K
|
+$9.2K
|
+99
|
+1%
|
|
|
512
|
Pacifica Partners
Surrey,
Canada
|
$830K
|
-$93.8K
|
-1,010
|
-10%
|
|
|
513
|
VitalStone Financial
Shavano Park,
Texas
|
$817K
|
+$565K
|
+6,086
|
+230%
|
|
|
514
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$817K
|
-$37.3K
|
-401
|
-4%
|
|
|
515
|
Amarillo National Bank
Amarillo,
Texas
|
$800K
|
+$9.76K
|
+105
|
+1%
|
|
|
516
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$799K
|
+$486K
|
+5,229
|
+158%
|
|
|
517
|
Prism Advisors
Studio City,
California
|
$793K
|
+$206K
|
+2,213
|
+35%
|
|
|
518
|
Clearstead Advisors
Cleveland,
Ohio
|
$787K
|
+$658K
|
+7,084
|
+535%
|
|
|
519
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$785K
|
+$553K
|
+5,952
|
+245%
|
|
|
520
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$772K
|
-$149K
|
-1,600
|
-16%
|
|
|
521
|
Jones Financial Companies
Des Peres,
Missouri
|
$769K
|
+$763K
|
+8,208
|
New
|
|
|
522
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$767K
|
+$761K
|
+8,187
|
New
|
|
|
523
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$762K
|
+$278K
|
+2,995
|
+58%
|
|
|
524
|
Prentice Wealth Management
Rochester,
New York
|
$747K
|
–
|
–
|
–
|
|
|
525
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$745K
|
–
|
–
|
–
|
|
