|
501
|
NDWM LLC
La Jolla,
California
|
$595K
|
+$531K
|
+3,833
|
New
|
|
|
502
|
Wealthstream Advisors
New York
|
$593K
|
+$6.23K
|
+45
|
+1%
|
|
|
503
|
Legacy Trust
Grand Rapids,
Michigan
|
$593K
|
-$134K
|
-964
|
-20%
|
|
|
504
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$593K
|
+$53.2K
|
+384
|
+11%
|
|
|
505
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$591K
|
–
|
–
|
–
|
|
|
506
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$584K
|
+$3.88K
|
+28
|
+0.8%
|
|
|
507
|
Keebeck Wealth Management
Chicago,
Illinois
|
$580K
|
+$1.25K
|
+9
|
+0.2%
|
|
|
508
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$575K
|
–
|
–
|
–
|
|
|
509
|
Graypoint LLC
Albany,
New York
|
$562K
|
–
|
–
|
–
|
|
|
510
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$560K
|
-$48.5K
|
-350
|
-9%
|
|
|
511
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$553K
|
+$27.7K
|
+200
|
+6%
|
|
|
512
|
Welch & Forbes
Boston,
Massachusetts
|
$553K
|
+$17.9K
|
+129
|
+4%
|
|
|
513
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$552K
|
–
|
–
|
–
|
|
|
514
|
Gator Capital Management
Tampa,
Florida
|
$550K
|
–
|
–
|
–
|
|
|
515
|
Pine Valley Investments
Marlton,
New Jersey
|
$549K
|
+$73.4K
|
+530
|
+18%
|
|
|
516
|
Aprio Wealth Management
Atlanta,
Georgia
|
$548K
|
–
|
–
|
–
|
|
|
517
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$548K
|
+$489K
|
+3,528
|
New
|
|
|
518
|
Opal Wealth Advisors
Jericho,
New York
|
$546K
|
+$79.4K
|
+573
|
+19%
|
|
|
519
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$544K
|
+$485K
|
+3,501
|
New
|
|
|
520
|
Linscomb Wealth
Houston,
Texas
|
$538K
|
-$15.5K
|
-112
|
-3%
|
|
|
521
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$534K
|
+$244K
|
+1,759
|
+105%
|
|
|
522
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$531K
|
-$89.6K
|
-647
|
-16%
|
|
|
523
|
Cannell & Spears
New York
|
$531K
|
–
|
–
|
–
|
|
|
524
|
Townsend Asset Management
Raleigh,
North Carolina
|
$530K
|
+$8.87K
|
+64
|
+2%
|
|
|
525
|
Focus Financial Network
Minneapolis,
Minnesota
|
$528K
|
-$35.2K
|
-254
|
-7%
|
|
