|
801
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$478K
|
+$425K
|
+663
|
New
|
|
|
802
|
Torray Investment Partners
Bethesda,
Maryland
|
$476K
|
–
|
–
|
–
|
|
|
803
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$474K
|
–
|
–
|
–
|
|
|
804
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$473K
|
+$110K
|
+171
|
+35%
|
|
|
805
|
Mission Creek Capital Partners
San Francisco,
California
|
$470K
|
+$418K
|
+652
|
New
|
|
|
806
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$468K
|
-$142K
|
-221
|
-25%
|
|
|
807
|
Klingman & Associates
New York
|
$467K
|
–
|
–
|
–
|
|
|
808
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$467K
|
+$642
|
+1
|
+0.2%
|
|
|
809
|
Win Advisors
Palm Beach Gardens,
Florida
|
$467K
|
+$415K
|
+647
|
New
|
|
|
810
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$462K
|
-$19.3K
|
-30
|
-4%
|
|
|
811
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$457K
|
+$73.2K
|
+114
|
+22%
|
|
|
812
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$457K
|
+$407K
|
+634
|
New
|
|
|
813
|
Valeo Financial Advisors
Carmel,
Indiana
|
$451K
|
-$2.57K
|
-4
|
-0.6%
|
|
|
814
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$451K
|
+$16K
|
+25
|
+4%
|
|
|
815
|
Wealthspire Advisors (New York)
New York
|
$449K
|
-$8.98K
|
-14
|
-2%
|
|
|
816
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$448K
|
+$67.4K
|
+105
|
+20%
|
|
|
817
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$447K
|
–
|
–
|
–
|
|
|
818
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$443K
|
+$57.1K
|
+89
|
+17%
|
|
|
819
|
CNB Bank
Clearfield,
Pennsylvania
|
$441K
|
+$58.4K
|
+91
|
+18%
|
|
|
820
|
Synovus Financial
Columbus,
Georgia
|
$438K
|
+$390K
|
+608
|
New
|
|
|
821
|
Calton & Associates
Tampa,
Florida
|
$438K
|
+$642
|
+1
|
+0.2%
|
|
|
822
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$435K
|
–
|
–
|
–
|
|
|
823
|
Sandhill Capital Partners
Buffalo,
New York
|
$434K
|
+$64.2K
|
+100
|
+20%
|
|
|
824
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$433K
|
–
|
–
|
–
|
|
|
825
|
Fidelis Capital Partners
Tampa,
Florida
|
$431K
|
+$76.4K
|
+119
|
+25%
|
|
