|
1051
|
Whitney & Co
Rochester,
New York
|
$780K
|
-$31.9K
|
-619
|
-4%
|
|
|
1052
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$776K
|
-$5.47K
|
-106
|
-0.7%
|
|
|
1053
|
Private Wealth Partners
Mill Valley,
California
|
$764K
|
-$155K
|
-3,000
|
-16%
|
|
|
1054
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$764K
|
-$19K
|
-369
|
-2%
|
|
|
1055
|
Beacon Pointe Advisors
Newport Beach,
California
|
$763K
|
+$479K
|
+9,283
|
+143%
|
|
|
1056
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$762K
|
-$12.3K
|
-239
|
-1%
|
|
|
1057
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$758K
|
-$463K
|
-8,980
|
-36%
|
|
|
1058
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$758K
|
+$1.65K
|
+32
|
+0.2%
|
|
|
1059
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$753K
|
-$101K
|
-1,958
|
-11%
|
|
|
1060
|
First Interstate Bank
Billings,
Montana
|
$749K
|
-$155K
|
-3,011
|
-16%
|
|
|
1061
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$748K
|
+$798K
|
+15,467
|
New
|
|
|
1062
|
Trust Investment Advisors
Indianapolis,
Indiana
|
$744K
|
-$10.3K
|
-200
|
-1%
|
|
|
1063
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$744K
|
+$26.2K
|
+507
|
+3%
|
|
|
1064
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$743K
|
+$35.8K
|
+693
|
+5%
|
|
|
1065
|
M Holdings Securities
Portland,
Oregon
|
$740K
|
+$790K
|
+15,314
|
New
|
|
|
1066
|
Investment Partners
New Philadelphia,
Ohio
|
$738K
|
-$12.5K
|
-243
|
-2%
|
|
|
1067
|
Alpine Woods Capital Investors
Purchase,
New York
|
$738K
|
+$338K
|
+6,557
|
+75%
|
|
|
1068
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$737K
|
-$201K
|
-3,898
|
-20%
|
|
|
1069
|
Auxier Asset Management
Aurora,
Oregon
|
$732K
|
-$5.28M
|
-102,209
|
-87%
|
|
|
1070
|
Signature Wealth Management Group
Atlanta,
Georgia
|
$729K
|
+$110K
|
+2,129
|
+16%
|
|
|
1071
|
Mission Wealth Management
Santa Barbara,
California
|
$728K
|
-$66.8K
|
-1,294
|
-8%
|
|
|
1072
|
Grimes & Company
Westborough,
Massachusetts
|
$722K
|
-$8.41M
|
-163,041
|
-92%
|
|
|
1073
|
Intersect Capital
San Ramon,
California
|
$722K
|
+$93.2K
|
+1,806
|
+14%
|
|
|
1074
|
Callan Capital
La Jolla,
California
|
$719K
|
+$768K
|
+14,884
|
New
|
|
|
1075
|
Maryland Capital Management
Towson,
Maryland
|
$715K
|
+$129K
|
+2,508
|
+20%
|
|
