|
626
|
Boston Family Office
Boston,
Massachusetts
|
$3.02M
|
–
|
–
|
–
|
|
|
627
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$3.01M
|
+$32.6K
|
+329
|
+1%
|
|
|
628
|
PGIM Custom Harvest
Newark,
New Jersey
|
$3M
|
+$79.6K
|
+804
|
+3%
|
|
|
629
|
Cadence Bank
Tupelo,
Mississippi
|
$2.99M
|
-$120K
|
-1,209
|
-4%
|
|
|
630
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.99M
|
–
|
–
|
–
|
|
|
631
|
Alterna Wealth Management
Houston,
Texas
|
$2.98M
|
-$775K
|
-7,826
|
-22%
|
|
|
632
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.97M
|
+$85.5K
|
+864
|
+3%
|
|
|
633
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$2.95M
|
+$35.6K
|
+360
|
+1%
|
|
|
634
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.94M
|
+$32K
|
+323
|
+1%
|
|
|
635
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$2.91M
|
+$33.1K
|
+334
|
+1%
|
|
|
636
|
Renasant Bank
Tupelo,
Mississippi
|
$2.9M
|
-$1.19M
|
-11,996
|
-31%
|
|
|
637
|
|
$2.88M
|
+$944K
|
+9,542
|
+58%
|
|
|
638
|
5T Wealth
Napa,
California
|
$2.87M
|
+$102K
|
+1,030
|
+4%
|
|
|
639
|
Key Financial Inc
West Chester,
Pennsylvania
|
$2.87M
|
–
|
–
|
–
|
|
|
640
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$2.87M
|
-$108K
|
-1,093
|
-4%
|
|
|
641
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.87M
|
+$654K
|
+6,606
|
+34%
|
|
|
642
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.87M
|
-$302K
|
-3,049
|
-10%
|
|
|
643
|
First Western Trust Bank
Denver,
Colorado
|
$2.86M
|
–
|
–
|
–
|
|
|
644
|
Evolution Wealth Advisors
Aventura,
Florida
|
$2.84M
|
+$1.01M
|
+10,250
|
+66%
|
|
|
645
|
Intrust Bank
Wichita,
Kansas
|
$2.84M
|
–
|
–
|
–
|
|
|
646
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$2.83M
|
-$113K
|
-1,142
|
-4%
|
|
|
647
|
Prosperity Planning
Kansas City,
Missouri
|
$2.82M
|
-$33.2K
|
-335
|
-1%
|
|
|
648
|
Hudson Capital Management
Ramsey,
New Jersey
|
$2.82M
|
-$1.29M
|
-13,018
|
-34%
|
|
|
649
|
Silver Oak Securities
Jackson,
Tennessee
|
$2.82M
|
-$2.56M
|
-25,902
|
-50%
|
|
|
650
|
Regimen Wealth
Atlanta,
Georgia
|
$2.81M
|
-$242K
|
-2,446
|
-9%
|
|
