|
601
|
Summit Trail Advisors
New York
|
$4.21M
|
+$135K
|
+1,021
|
+3%
|
|
|
602
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$4.14M
|
-$17.7K
|
-134
|
-0.4%
|
|
|
603
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$4.12M
|
+$21.4K
|
+162
|
+0.5%
|
|
|
604
|
Glenview Trust
Louisville,
Kentucky
|
$4.11M
|
-$1.45M
|
-10,966
|
-27%
|
|
|
605
|
Tempus Wealth Planning
Irvine,
California
|
$4.11M
|
+$844K
|
+6,392
|
+27%
|
|
|
606
|
Bouvel Investment Partners
Phoenixville,
Pennsylvania
|
$4.1M
|
-$178K
|
-1,351
|
-4%
|
|
|
607
|
GenWealth Group
Maplewood,
New Jersey
|
$4.06M
|
-$270K
|
-2,045
|
-6%
|
|
|
608
|
Howard Wealth Management
Madison,
Connecticut
|
$4.04M
|
-$200K
|
-1,512
|
-5%
|
|
|
609
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$4.04M
|
-$11.2K
|
-85
|
-0.3%
|
|
|
610
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$4.03M
|
-$71.8K
|
-544
|
-2%
|
|
|
611
|
Custom Index Systems
New York
|
$4.02M
|
-$38K
|
-288
|
-1%
|
|
|
612
|
StoneCrest Wealth Management
Chandler,
Arizona
|
$4.01M
|
-$186K
|
-1,407
|
-5%
|
|
|
613
|
Nolet Wealth Management
Fort Worth,
Texas
|
$3.98M
|
–
|
–
|
–
|
|
|
614
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$3.98M
|
-$180K
|
-1,365
|
-5%
|
|
|
615
|
Asempa Wealth Advisors
Baton Rouge,
Louisiana
|
$3.98M
|
+$356K
|
+2,698
|
+10%
|
|
|
616
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$3.96M
|
–
|
–
|
–
|
|
|
617
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.95M
|
-$298K
|
-2,257
|
-7%
|
|
|
618
|
Baron Wealth Management
Troy,
Michigan
|
$3.94M
|
+$18.4K
|
+139
|
+0.5%
|
|
|
619
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3.93M
|
+$120K
|
+910
|
+3%
|
|
|
620
|
Fisher Asset Management
Camas,
Washington
|
$3.92M
|
+$378K
|
+2,859
|
+11%
|
|
|
621
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$3.9M
|
-$211K
|
-1,599
|
-5%
|
|
|
622
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.89M
|
-$48.3K
|
-366
|
-1%
|
|
|
623
|
Private Trust Company
Cleveland,
Ohio
|
$3.88M
|
-$41.2K
|
-312
|
-1%
|
|
|
624
|
Atomi Financial Group
New York
|
$3.88M
|
+$316K
|
+2,390
|
+9%
|
|
|
625
|
Venturi Wealth Management
Austin,
Texas
|
$3.88M
|
+$20.9K
|
+158
|
+0.6%
|
|
