|
651
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$371K
|
-$105K
|
-2,115
|
-22%
|
|
|
652
|
SeaCrest Wealth Management
Purchase,
New York
|
$367K
|
-$88.8K
|
-1,793
|
-20%
|
|
|
653
|
Vivaldi Capital Management
Chicago,
Illinois
|
$367K
|
–
|
–
|
–
|
|
|
654
|
Westwood Holdings Group
Dallas,
Texas
|
$365K
|
-$32.4K
|
-654
|
-8%
|
|
|
655
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$364K
|
-$154K
|
-3,108
|
-30%
|
|
|
656
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$363K
|
+$361K
|
+7,284
|
New
|
|
|
657
|
AlphaCore Capital
La Jolla,
California
|
$360K
|
+$358K
|
+7,235
|
New
|
|
|
658
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$359K
|
+$357K
|
+7,211
|
New
|
|
|
659
|
Crew Capital Management
Cincinnati,
Ohio
|
$359K
|
-$71.8K
|
-1,450
|
-17%
|
|
|
660
|
Plimoth Trust
Plymouth,
Massachusetts
|
$358K
|
-$113K
|
-2,275
|
-24%
|
|
|
661
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$356K
|
+$66.7K
|
+1,348
|
+23%
|
|
|
662
|
SageView Advisory Group
Newport Beach,
California
|
$356K
|
+$353K
|
+7,140
|
New
|
|
|
663
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$354K
|
+$352K
|
+7,109
|
New
|
|
|
664
|
Overbrook Management Corp
New York
|
$349K
|
–
|
–
|
–
|
|
|
665
|
Commerce Bank
Kansas City,
Missouri
|
$345K
|
–
|
–
|
–
|
|
|
666
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$344K
|
+$191K
|
+3,855
|
+128%
|
|
|
667
|
One Plus One Wealth Management
Jupiter,
Florida
|
$342K
|
+$340K
|
+6,859
|
New
|
|
|
668
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$340K
|
+$7.77K
|
+157
|
+2%
|
|
|
669
|
Garrison Point Advisors
Walnut Creek,
California
|
$338K
|
–
|
–
|
–
|
|
|
670
|
NBT Bank
Norwich,
New York
|
$337K
|
-$48.3K
|
-976
|
-13%
|
|
|
671
|
Allie Family Office
Miami,
Florida
|
$333K
|
-$61.9K
|
-1,250
|
-16%
|
|
|
672
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$333K
|
+$35.1K
|
+708
|
+12%
|
|
|
673
|
SEI Investments
Oaks,
Pennsylvania
|
$333K
|
+$10.2K
|
+206
|
+3%
|
|
|
674
|
HB Wealth Management
Atlanta,
Georgia
|
$329K
|
+$327K
|
+6,602
|
New
|
|
|
675
|
|
$327K
|
+$22.7K
|
+459
|
+8%
|
|
