|
501
|
Coldstream Capital Management
Bellevue,
Washington
|
$652K
|
–
|
–
|
–
|
|
|
502
|
Avantax Planning Partners
Dubuque,
Iowa
|
$652K
|
+$673
|
+2
|
+0.1%
|
|
|
503
|
EARNEST Partners
Atlanta,
Georgia
|
$646K
|
+$650K
|
+1,932
|
New
|
|
|
504
|
Perigon Wealth Management
San Francisco,
California
|
$640K
|
+$54.2K
|
+161
|
+9%
|
|
|
505
|
MSH Capital Advisors
Scottsdale,
Arizona
|
$636K
|
+$6.73K
|
+20
|
+1%
|
|
|
506
|
Waypoint Wealth Partners
Mill Valley,
California
|
$633K
|
–
|
–
|
–
|
|
|
507
|
Joel Isaacson & Co
New York
|
$632K
|
+$636K
|
+1,890
|
New
|
|
|
508
|
BostonPremier Wealth
Hanover,
Massachusetts
|
$626K
|
+$630K
|
+1,872
|
New
|
|
|
509
|
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
$621K
|
–
|
–
|
–
|
|
|
510
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$618K
|
+$194K
|
+575
|
+45%
|
|
|
511
|
Ashford Advisors
Pittsford,
New York
|
$618K
|
-$30.3K
|
-90
|
-5%
|
|
|
512
|
SVB Wealth
Boston,
Massachusetts
|
$616K
|
+$620K
|
+1,842
|
New
|
|
|
513
|
Foster Group
West Des Moines,
Iowa
|
$606K
|
-$50.5K
|
-150
|
-8%
|
|
|
514
|
New Republic Capital
Charlotte,
North Carolina
|
$601K
|
+$602K
|
+1,789
|
+22,363%
|
|
|
515
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$600K
|
+$1.68K
|
+5
|
+0.3%
|
|
|
516
|
William Mack & Associates
Troy,
Michigan
|
$595K
|
+$599K
|
+1,779
|
New
|
|
|
517
|
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
$583K
|
+$587K
|
+1,743
|
New
|
|
|
518
|
SouthState Corp
Winter Haven,
Florida
|
$574K
|
–
|
–
|
–
|
|
|
519
|
Tepp RIA
Westfield,
New Jersey
|
$573K
|
+$577K
|
+1,714
|
New
|
|
|
520
|
EPIQ Capital Group
San Francisco,
California
|
$569K
|
+$15.1K
|
+45
|
+3%
|
|
|
521
|
PrairieView Partners
St. Paul,
Minnesota
|
$566K
|
–
|
–
|
–
|
|
|
522
|
BOK Financial
Tulsa,
Oklahoma
|
$563K
|
–
|
–
|
–
|
|
|
523
|
MTM Investment Management
Spartanburg,
South Carolina
|
$563K
|
-$3.37K
|
-10
|
-0.6%
|
|
|
524
|
1900 Wealth Management
San Antonio,
Texas
|
$563K
|
+$1.68K
|
+5
|
+0.3%
|
|
|
525
|
HM Payson & Co
Portland,
Maine
|
$563K
|
–
|
–
|
–
|
|
