|
626
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.56M
|
-$41.9K
|
-416
|
-1%
|
|
|
627
|
First Trust Advisors
Wheaton,
Illinois
|
$2.56M
|
-$285K
|
-2,831
|
-9%
|
|
|
628
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$2.55M
|
-$437K
|
-4,338
|
-14%
|
|
|
629
|
Boston Family Office
Boston,
Massachusetts
|
$2.54M
|
+$43.9K
|
+435
|
+2%
|
|
|
630
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$2.54M
|
+$2.92K
|
+29
|
+0.1%
|
|
|
631
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.52M
|
–
|
–
|
–
|
|
|
632
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$2.52M
|
-$229K
|
-2,268
|
-8%
|
|
|
633
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$2.51M
|
-$1.4M
|
-13,871
|
-34%
|
|
|
634
|
JMG Financial Group
Downers Grove,
Illinois
|
$2.5M
|
+$1.27M
|
+12,560
|
+87%
|
|
|
635
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.49M
|
+$776K
|
+7,694
|
+40%
|
|
|
636
|
Institute for Wealth Management
Denver,
Colorado
|
$2.48M
|
+$19.4K
|
+192
|
+0.7%
|
|
|
637
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.46M
|
+$399K
|
+3,961
|
+18%
|
|
|
638
|
BluePointe Capital Management
Menlo Park,
California
|
$2.46M
|
+$1.93M
|
+19,166
|
+263%
|
|
|
639
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$2.45M
|
+$2.67M
|
+26,439
|
New
|
|
|
640
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.45M
|
+$307K
|
+3,044
|
+13%
|
|
|
641
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$2.44M
|
+$4.84K
|
+48
|
+0.2%
|
|
|
642
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$2.43M
|
-$65K
|
-645
|
-2%
|
|
|
643
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$2.43M
|
+$294K
|
+2,916
|
+13%
|
|
|
644
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.43M
|
-$2.02K
|
-20
|
-0.1%
|
|
|
645
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.43M
|
+$401K
|
+3,981
|
+18%
|
|
|
646
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.42M
|
+$7.96K
|
+79
|
+0.3%
|
|
|
647
|
Prosperity Planning
Kansas City,
Missouri
|
$2.41M
|
-$2.12K
|
-21
|
-0.1%
|
|
|
648
|
First Western Trust Bank
Denver,
Colorado
|
$2.41M
|
-$16.6K
|
-165
|
-0.6%
|
|
|
649
|
Montecito Bank & Trust
Santa Barbara,
California
|
$2.41M
|
-$8.57K
|
-85
|
-0.3%
|
|
|
650
|
Dentgroup
Baton Rouge,
Louisiana
|
$2.4M
|
+$504
|
+5
|
+0%
|
|
