|
551
|
Legacy Private Trust
Neenah,
Wisconsin
|
$8.28M
|
-$134K
|
-1,248
|
-2%
|
|
|
552
|
Trilogy Capital
Irvine,
California
|
$8.25M
|
+$483K
|
+4,515
|
+6%
|
|
|
553
|
Camden National Bank
Camden,
Maine
|
$8.25M
|
+$703K
|
+6,567
|
+9%
|
|
|
554
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$8.24M
|
-$6.95M
|
-64,997
|
-46%
|
|
|
555
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$8.24M
|
+$483K
|
+4,519
|
+6%
|
|
|
556
|
Matrix Private Capital Group
New York
|
$8.22M
|
+$640K
|
+5,980
|
+8%
|
|
|
557
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$8.2M
|
+$192K
|
+1,791
|
+2%
|
|
|
558
|
Atria Investments
Charlotte,
North Carolina
|
$8.2M
|
-$1.36M
|
-12,698
|
-14%
|
|
|
559
|
Crestmont Private Wealth
Houston,
Texas
|
$8.07M
|
-$549K
|
-5,134
|
-6%
|
|
|
560
|
JT Stratford LLC
Gainesville,
Georgia
|
$8.04M
|
-$20.1K
|
-188
|
-0.2%
|
|
|
561
|
New York Life Investment Management
New York
|
$8.04M
|
-$2.74M
|
-25,635
|
-25%
|
|
|
562
|
Fairway Wealth
Independence,
Ohio
|
$7.94M
|
+$1.33M
|
+12,385
|
+20%
|
|
|
563
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$7.93M
|
+$3.06M
|
+28,587
|
+63%
|
|
|
564
|
Legacy Trust
Grand Rapids,
Michigan
|
$7.92M
|
–
|
–
|
–
|
|
|
565
|
Tandem Wealth Advisors
Phoenix,
Arizona
|
$7.9M
|
+$180K
|
+1,687
|
+2%
|
|
|
566
|
Boston Research & Management
Manchester,
Massachusetts
|
$7.89M
|
+$114K
|
+1,061
|
+1%
|
|
|
567
|
AAF Wealth Management
Westborough,
Massachusetts
|
$7.88M
|
+$907K
|
+8,482
|
+13%
|
|
|
568
|
IFP Advisors
Tampa,
Florida
|
$7.86M
|
+$1.57M
|
+14,693
|
+25%
|
|
|
569
|
Empirical Wealth Management
Seattle,
Washington
|
$7.84M
|
+$875K
|
+8,178
|
+13%
|
|
|
570
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$7.84M
|
+$434K
|
+4,052
|
+6%
|
|
|
571
|
Somnio Financial Group
Glastonbury,
Connecticut
|
$7.83M
|
+$7.86M
|
+73,454
|
New
|
|
|
572
|
CVA Family Office
Denver,
Colorado
|
$7.79M
|
-$557K
|
-5,203
|
-7%
|
|
|
573
|
Magnolia Wealth Management
Dothan,
Alabama
|
$7.74M
|
-$6.41M
|
-59,903
|
-45%
|
|
|
574
|
PPS&V Asset Management Consultants
Portage,
Michigan
|
$7.73M
|
+$19.4K
|
+181
|
+0.3%
|
|
|
575
|
RFG Advisory
Birmingham,
Alabama
|
$7.7M
|
+$1.34M
|
+12,488
|
+21%
|
|
