|
326
|
SVB Wealth
Boston,
Massachusetts
|
$7.55M
|
-$730K
|
-5,202
|
-9%
|
|
|
327
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$7.51M
|
+$273K
|
+1,944
|
+4%
|
|
|
328
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$7.49M
|
-$1.88M
|
-13,376
|
-21%
|
|
|
329
|
Legacy Private Trust
Neenah,
Wisconsin
|
$7.47M
|
-$1.02M
|
-7,293
|
-12%
|
|
|
330
|
Summit Wealth Partners
Orlando,
Florida
|
$7.43M
|
+$53.1K
|
+379
|
+0.7%
|
|
|
331
|
Mosaic Advisors
Houston,
Texas
|
$7.36M
|
+$6.42M
|
+45,755
|
+959%
|
|
|
332
|
US Bancorp
Minneapolis,
Minnesota
|
$7.31M
|
+$57.5K
|
+410
|
+0.8%
|
|
|
333
|
Davidson Investment Advisors
Great Falls,
Montana
|
$7.31M
|
-$57.4K
|
-409
|
-0.8%
|
|
|
334
|
LVZ Inc
Holland,
Michigan
|
$7.27M
|
+$1.15M
|
+8,214
|
+20%
|
|
|
335
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$7.24M
|
-$99.1K
|
-707
|
-1%
|
|
|
336
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$7.21M
|
+$266K
|
+1,896
|
+4%
|
|
|
337
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$7.19M
|
–
|
–
|
–
|
|
|
338
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$7.19M
|
-$2.71M
|
-19,297
|
-28%
|
|
|
339
|
DKM Wealth Management
Stockton,
California
|
$7.19M
|
-$114K
|
-814
|
-2%
|
|
|
340
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$7.11M
|
+$4.63K
|
+33
|
+0.1%
|
|
|
341
|
Avior Wealth Management
Omaha,
Nebraska
|
$7.02M
|
-$42.8K
|
-305
|
-0.6%
|
|
|
342
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$6.99M
|
+$20.9K
|
+149
|
+0.3%
|
|
|
343
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$6.91M
|
-$25.1K
|
-179
|
-0.4%
|
|
|
344
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$6.87M
|
–
|
–
|
–
|
|
|
345
|
Bank of Hawaii
Honolulu,
Hawaii
|
$6.87M
|
-$1.24M
|
-8,862
|
-16%
|
|
|
346
|
Hollencrest Capital Management
Newport Beach,
California
|
$6.72M
|
-$610K
|
-4,350
|
-9%
|
|
|
347
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$6.7M
|
-$624K
|
-4,453
|
-9%
|
|
|
348
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.62M
|
-$37.4K
|
-267
|
-0.6%
|
|
|
349
|
Capital Planning
Bellevue,
Washington
|
$6.56M
|
+$149K
|
+1,066
|
+2%
|
|
|
350
|
Park Avenue Securities
New York
|
$6.53M
|
-$311K
|
-2,217
|
-5%
|
|
