|
326
|
|
$867K
|
+$824K
|
+12,811
|
New
|
|
|
327
|
Williams & Novak
Westlake Village,
California
|
$857K
|
-$61.3K
|
-953
|
-7%
|
|
|
328
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$844K
|
-$17K
|
-264
|
-2%
|
|
|
329
|
Busey Bank
Urbana,
Illinois
|
$831K
|
–
|
–
|
–
|
|
|
330
|
Univest Financial
Souderton,
Pennsylvania
|
$831K
|
+$790K
|
+12,274
|
New
|
|
|
331
|
Curi RMB Capital
Chicago,
Illinois
|
$831K
|
-$2.44K
|
-38
|
-0.3%
|
|
|
332
|
BOK Financial
Tulsa,
Oklahoma
|
$830K
|
+$47.3K
|
+735
|
+6%
|
|
|
333
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$823K
|
-$9.46K
|
-147
|
-1%
|
|
|
334
|
Merit Financial Group
Alpharetta,
Georgia
|
$794K
|
+$1.87K
|
+29
|
+0.2%
|
|
|
335
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$780K
|
+$20.9K
|
+325
|
+3%
|
|
|
336
|
Atria Wealth Solutions
New York
|
$761K
|
-$334K
|
-5,197
|
-32%
|
|
|
337
|
Summit Financial
Parsippany,
New Jersey
|
$756K
|
+$150K
|
+2,333
|
+26%
|
|
|
338
|
|
$753K
|
-$30.8K
|
-478
|
-4%
|
|
|
339
|
BluePointe Capital Management
Menlo Park,
California
|
$750K
|
–
|
–
|
–
|
|
|
340
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$741K
|
–
|
–
|
–
|
|
|
341
|
First American Trust
Santa Ana,
California
|
$723K
|
+$688K
|
+10,685
|
New
|
|
|
342
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$720K
|
+$450
|
+7
|
+0.1%
|
|
|
343
|
Becker Capital Management
Portland,
Oregon
|
$715K
|
+$8.43K
|
+131
|
+1%
|
|
|
344
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$713K
|
-$9.72K
|
-151
|
-1%
|
|
|
345
|
Oppenheimer & Co
New York
|
$701K
|
-$579
|
-9
|
-0.1%
|
|
|
346
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$701K
|
-$21.7K
|
-338
|
-3%
|
|
|
347
|
Asset Dedication LLC
San Francisco,
California
|
$698K
|
-$40.5K
|
-629
|
-6%
|
|
|
348
|
Mather Group
Chicago,
Illinois
|
$690K
|
-$8.88K
|
-138
|
-1%
|
|
|
349
|
Atomi Financial Group
New York
|
$685K
|
+$94.4K
|
+1,467
|
+17%
|
|
|
350
|
Donor Advised Charitable Giving
San Francisco,
California
|
$676K
|
-$5.28K
|
-82
|
-0.8%
|
|
