|
1001
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$505K
|
–
|
–
|
–
|
|
|
1002
|
Potentia Wealth
San Jose,
California
|
$505K
|
-$149K
|
-799
|
-24%
|
|
|
1003
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$504K
|
+$480K
|
+2,579
|
New
|
|
|
1004
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$502K
|
+$2.98K
|
+16
|
+0.6%
|
|
|
1005
|
PUREfi Wealth
Boston,
Massachusetts
|
$499K
|
+$219K
|
+1,175
|
+85%
|
|
|
1006
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$499K
|
+$1.86K
|
+10
|
+0.4%
|
|
|
1007
|
Element Wealth
Ridgeland,
Mississippi
|
$499K
|
+$45.8K
|
+246
|
+11%
|
|
|
1008
|
Stone Summit Wealth
Miami,
Florida
|
$499K
|
-$931
|
-5
|
-0.2%
|
|
|
1009
|
GDS Wealth Management
Flower Mound,
Texas
|
$496K
|
+$36.5K
|
+196
|
+8%
|
|
|
1010
|
Neuberger Berman Group
New York
|
$495K
|
+$19.7K
|
+106
|
+4%
|
|
|
1011
|
Latitude Advisors
Vero Beach,
Florida
|
$495K
|
-$45.1K
|
-242
|
-9%
|
|
|
1012
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$495K
|
+$20.5K
|
+110
|
+5%
|
|
|
1013
|
High Net Worth Advisory Group
Naples,
Florida
|
$489K
|
–
|
–
|
–
|
|
|
1014
|
Capital Investment Advisors
Atlanta,
Georgia
|
$486K
|
+$76.6K
|
+411
|
+20%
|
|
|
1015
|
4J Wealth Management
Alexandria,
Virginia
|
$481K
|
–
|
–
|
–
|
|
|
1016
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$481K
|
-$157K
|
-842
|
-25%
|
|
|
1017
|
SkyOak Wealth
Southfield,
Michigan
|
$481K
|
–
|
–
|
–
|
|
|
1018
|
L.J. Altfest & Co
New York
|
$479K
|
+$931
|
+5
|
+0.2%
|
|
|
1019
|
Element Pointe Advisors
Miami,
Florida
|
$477K
|
–
|
–
|
–
|
|
|
1020
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$476K
|
+$7.82K
|
+42
|
+2%
|
|
|
1021
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$474K
|
–
|
–
|
–
|
|
|
1022
|
Busey Bank
Urbana,
Illinois
|
$472K
|
-$1.68K
|
-9
|
-0.4%
|
|
|
1023
|
Freestone Capital Holdings
Seattle,
Washington
|
$472K
|
-$38.6K
|
-207
|
-8%
|
|
|
1024
|
Regatta Capital Group
El Segundo,
California
|
$472K
|
+$5.22K
|
+28
|
+1%
|
|
|
1025
|
Navalign LLC
Encino,
California
|
$470K
|
-$76.4K
|
-410
|
-15%
|
|
