|
526
|
Diversify Wealth Management
Sandy,
Utah
|
$441K
|
-$5.25K
|
-51
|
-1%
|
|
|
527
|
Oppenheimer & Co
New York
|
$439K
|
+$43.8K
|
+425
|
+11%
|
|
|
528
|
Quantinno Capital Management
New York
|
$438K
|
+$436K
|
+4,236
|
New
|
|
|
529
|
Middleton & Co
Boston,
Massachusetts
|
$424K
|
–
|
–
|
–
|
|
|
530
|
Insigneo Advisory Services
Miami,
Florida
|
$422K
|
-$231K
|
-2,239
|
-35%
|
|
|
531
|
Madson Wealth Advisors
Santa Rosa,
California
|
$417K
|
+$415K
|
+4,035
|
New
|
|
|
532
|
Affinity Capital Advisors
Berkeley,
California
|
$412K
|
-$5.15K
|
-50
|
-1%
|
|
|
533
|
Keystone Wealth Services
Palm Desert,
California
|
$406K
|
-$1.13K
|
-11
|
-0.3%
|
|
|
534
|
Principal Securities
Des Moines,
Iowa
|
$402K
|
-$291K
|
-2,830
|
-42%
|
|
|
535
|
Fiduciary Trust
Boston,
Massachusetts
|
$397K
|
+$140K
|
+1,363
|
+55%
|
|
|
536
|
Sovran Advisors
San Diego,
California
|
$396K
|
-$346K
|
-3,358
|
-47%
|
|
|
537
|
Wellington-Altus USA
Winnipeg, Manitoba,
Manitoba, Canada
|
$396K
|
+$28.5K
|
+277
|
+8%
|
|
|
538
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$394K
|
+$82.4K
|
+800
|
+27%
|
|
|
539
|
Essential Partners
Rancho Santa Fe,
California
|
$394K
|
+$24.4K
|
+237
|
+7%
|
|
|
540
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$394K
|
–
|
–
|
–
|
|
|
541
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$394K
|
-$109K
|
-1,060
|
-22%
|
|
|
542
|
Boston Family Office
Boston,
Massachusetts
|
$387K
|
+$108K
|
+1,050
|
+39%
|
|
|
543
|
Toth Financial Advisory
Leesburg,
Virginia
|
$371K
|
-$20.6K
|
-200
|
-5%
|
|
|
544
|
Northern Trust
Chicago,
Illinois
|
$367K
|
-$30K
|
-291
|
-8%
|
|
|
545
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$365K
|
+$363K
|
+3,527
|
New
|
|
|
546
|
Financial Network Wealth Advisors
Murray,
Utah
|
$364K
|
-$344K
|
-3,340
|
-49%
|
|
|
547
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$360K
|
-$721
|
-7
|
-0.2%
|
|
|
548
|
Western Wealth Management
Golden,
Colorado
|
$360K
|
-$737K
|
-7,156
|
-67%
|
|
|
549
|
M&T Bank
Buffalo,
New York
|
$359K
|
+$22.8K
|
+221
|
+7%
|
|
|
550
|
Core Wealth Partners
Santa Rosa,
California
|
$359K
|
–
|
–
|
–
|
|
