|
526
|
Summit Financial Group
Moorefield,
West Virginia
|
$1.77M
|
–
|
–
|
–
|
|
|
527
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$1.72M
|
+$1.66M
|
+20,551
|
New
|
|
|
528
|
SBK Financial
Richmond,
Virginia
|
$1.71M
|
+$1.65M
|
+20,480
|
New
|
|
|
529
|
PVG Asset Management
Golden,
Colorado
|
$1.71M
|
+$392K
|
+4,869
|
+31%
|
|
|
530
|
Forum Financial Management
Lombard,
Illinois
|
$1.7M
|
+$1.64M
|
+20,322
|
New
|
|
|
531
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$1.7M
|
+$967
|
+12
|
+0.1%
|
|
|
532
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.69M
|
-$562K
|
-6,974
|
-26%
|
|
|
533
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.69M
|
+$133K
|
+1,649
|
+9%
|
|
|
534
|
Holt Capital Partners
Fort Worth,
Texas
|
$1.69M
|
–
|
–
|
–
|
|
|
535
|
Norway Savings Bank
Portland,
Maine
|
$1.67M
|
+$32.5K
|
+404
|
+2%
|
|
|
536
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.67M
|
+$62.8K
|
+780
|
+4%
|
|
|
537
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.67M
|
-$1.68M
|
-20,813
|
-51%
|
|
|
538
|
Bessemer Group
Woodbridge,
New Jersey
|
$1.66M
|
-$346K
|
-4,294
|
-18%
|
|
|
539
|
Kessler Investment Group
Columbus,
Indiana
|
$1.66M
|
-$65.7K
|
-815
|
-4%
|
|
|
540
|
Boston Family Office
Boston,
Massachusetts
|
$1.65M
|
–
|
–
|
–
|
|
|
541
|
Cadinha & Co
Honolulu,
Hawaii
|
$1.65M
|
-$265K
|
-3,292
|
-14%
|
|
|
542
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.65M
|
+$184K
|
+2,281
|
+13%
|
|
|
543
|
Milestone Wealth
Buffalo,
New York
|
$1.62M
|
+$1.56M
|
+19,407
|
New
|
|
|
544
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.61M
|
+$1.77K
|
+22
|
+0.1%
|
|
|
545
|
CoreCap Advisors
Southfield,
Michigan
|
$1.61M
|
+$1.55M
|
+19,246
|
New
|
|
|
546
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.61M
|
-$43.3K
|
-538
|
-3%
|
|
|
547
|
Meristem Family Wealth
Minnetonka,
Minnesota
|
$1.6M
|
–
|
–
|
–
|
|
|
548
|
PACK Private Wealth
Wayzata,
Minnesota
|
$1.58M
|
+$1.53M
|
+18,940
|
New
|
|
|
549
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.58M
|
-$348K
|
-4,320
|
-19%
|
|
|
550
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.57M
|
+$81
|
+1
|
+0%
|
|
