|
501
|
Natixis Advisors
Boston,
Massachusetts
|
$2.99M
|
+$347K
|
+3,335
|
+12%
|
|
|
502
|
Huntington National Bank
Columbus,
Ohio
|
$2.98M
|
–
|
–
|
–
|
|
|
503
|
McMill Wealth Management
Norfolk,
Nebraska
|
$2.97M
|
+$10.3M
|
+98,747
|
New
|
|
|
504
|
Idaho Trust Bank
Boise,
Idaho
|
$2.97M
|
-$811K
|
-7,792
|
-20%
|
|
|
505
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.94M
|
-$157K
|
-1,506
|
-5%
|
|
|
506
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$2.94M
|
+$31.7K
|
+304
|
+1%
|
|
|
507
|
Summit Investment Advisory Services
Roseville,
Minnesota
|
$2.91M
|
+$88.8K
|
+853
|
+3%
|
|
|
508
|
Advisor OS
Chicago,
Illinois
|
$2.91M
|
-$4.15M
|
-39,810
|
-57%
|
|
|
509
|
Shum Financial Group
Alameda,
California
|
$2.87M
|
+$25.6K
|
+246
|
+0.8%
|
|
|
510
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$2.8M
|
-$140K
|
-1,340
|
-4%
|
|
|
511
|
Caprock Group
Boise,
Idaho
|
$2.79M
|
-$134K
|
-1,288
|
-4%
|
|
|
512
|
Wrenne Financial Planning
Lexington,
Kentucky
|
$2.78M
|
-$13.8K
|
-133
|
-0.5%
|
|
|
513
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$2.77M
|
+$3.54K
|
+34
|
+0.1%
|
|
|
514
|
Lowery Thomas LLC
Pebble Beach,
California
|
$2.74M
|
-$56.6K
|
-544
|
-2%
|
|
|
515
|
Yukon Wealth Management
Overland Park,
Kansas
|
$2.73M
|
+$114K
|
+1,093
|
+4%
|
|
|
516
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$2.71M
|
+$72.6K
|
+697
|
+3%
|
|
|
517
|
Wilkins Miller Wealth Management
Mobile,
Alabama
|
$2.7M
|
-$113K
|
-1,086
|
-4%
|
|
|
518
|
Charles Schwab
San Francisco,
California
|
$2.69M
|
+$403K
|
+3,871
|
+16%
|
|
|
519
|
Wiregrass Investment Management
Thomasville,
Georgia
|
$2.68M
|
+$2.85M
|
+27,413
|
New
|
|
|
520
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.65M
|
+$92.8K
|
+891
|
+3%
|
|
|
521
|
Stevens Capital Partners
Omaha,
Nebraska
|
$2.62M
|
+$393K
|
+3,771
|
+16%
|
|
|
522
|
|
$2.61M
|
+$2.42M
|
+23,226
|
+668%
|
|
|
523
|
Camden National Bank
Camden,
Maine
|
$2.61M
|
+$386K
|
+3,702
|
+16%
|
|
|
524
|
Rede Wealth
Charlottesville,
Virginia
|
$2.61M
|
+$45.9K
|
+441
|
+2%
|
|
|
525
|
Triton Wealth Management
Sun City,
Arizona
|
$2.58M
|
+$2.92K
|
+28
|
+0.1%
|
|
