|
576
|
Squar Milner Financial Services
Irvine,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
577
|
Dock Street Asset Management
Palm Beach,
Florida
|
$1.24M
|
–
|
–
|
–
|
|
|
578
|
Welch & Forbes
Boston,
Massachusetts
|
$1.24M
|
+$14.4K
|
+86
|
+1%
|
|
|
579
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.23M
|
+$116K
|
+692
|
+10%
|
|
|
580
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$1.23M
|
+$4.68K
|
+28
|
+0.4%
|
|
|
581
|
Joel Isaacson & Co
New York
|
$1.22M
|
+$62.6K
|
+374
|
+5%
|
|
|
582
|
Private Advisory Group
Redmond,
Washington
|
$1.22M
|
-$195K
|
-1,167
|
-13%
|
|
|
583
|
Security National Trust
Wheeling,
West Virginia
|
$1.22M
|
–
|
–
|
–
|
|
|
584
|
Benin Management Corp
Wilton,
Connecticut
|
$1.22M
|
+$560K
|
+3,350
|
+74%
|
|
|
585
|
Concorde Asset Management
Ann Arbor,
Michigan
|
$1.21M
|
+$138K
|
+825
|
+12%
|
|
|
586
|
Associated Banc-Corp
Green Bay,
Wisconsin
|
$1.21M
|
-$56.9K
|
-340
|
-4%
|
|
|
587
|
Kings Point Capital Management
Great Neck,
New York
|
$1.2M
|
+$49.5K
|
+296
|
+4%
|
|
|
588
|
Roof Advisory Group
Harrisburg,
Pennsylvania
|
$1.19M
|
+$3.68K
|
+22
|
+0.3%
|
|
|
589
|
EFG Asset Management (Americas)
Miami,
Florida
|
$1.19M
|
-$74.3K
|
-444
|
-5%
|
|
|
590
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$1.19M
|
-$66.7K
|
-399
|
-5%
|
|
|
591
|
Maryland Capital Management
Towson,
Maryland
|
$1.17M
|
–
|
–
|
–
|
|
|
592
|
KLS Professional Advisors Group
New York
|
$1.17M
|
+$5.85K
|
+35
|
+0.5%
|
|
|
593
|
Wall Capital Group
Phoenix,
Arizona
|
$1.16M
|
–
|
–
|
–
|
|
|
594
|
Circle Wealth Management
Summit,
New Jersey
|
$1.15M
|
+$512K
|
+3,063
|
+70%
|
|
|
595
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.15M
|
-$2.27M
|
-13,587
|
-66%
|
|
|
596
|
Chatham Capital Group
Savannah,
Georgia
|
$1.14M
|
-$268K
|
-1,605
|
-18%
|
|
|
597
|
Personal Wealth Partners
Bloomington,
Minnesota
|
$1.13M
|
+$1.23M
|
+7,327
|
New
|
|
|
598
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.13M
|
–
|
–
|
–
|
|
|
599
|
Truist Financial
Charlotte,
North Carolina
|
$1.12M
|
+$204K
|
+1,222
|
+20%
|
|
|
600
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.12M
|
-$34.1K
|
-204
|
-3%
|
|
