|
576
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$1.11M
|
-$98K
|
-1,545
|
-8%
|
|
|
577
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$1.11M
|
+$101K
|
+1,599
|
+10%
|
|
|
578
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.1M
|
-$2.67M
|
-42,059
|
-71%
|
|
|
579
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.05M
|
-$671K
|
-10,567
|
-40%
|
|
|
580
|
WJ Wealth Management
Glendale,
Arizona
|
$1.02M
|
-$10.5M
|
-166,124
|
-91%
|
|
|
581
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$976K
|
-$624K
|
-9,828
|
-39%
|
|
|
582
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$946K
|
-$250K
|
-3,937
|
-21%
|
|
|
583
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$937K
|
-$61.8K
|
-974
|
-6%
|
|
|
584
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$909K
|
+$905K
|
+14,263
|
New
|
|
|
585
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$906K
|
-$413K
|
-6,510
|
-31%
|
|
|
586
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$882K
|
-$30.8K
|
-485
|
-3%
|
|
|
587
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$881K
|
-$31.8K
|
-501
|
-3%
|
|
|
588
|
Great Diamond Partners
Portland,
Maine
|
$881K
|
+$416K
|
+6,550
|
+90%
|
|
|
589
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$874K
|
-$41.2K
|
-650
|
-5%
|
|
|
590
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$865K
|
+$43K
|
+678
|
+5%
|
|
|
591
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$858K
|
-$2.08M
|
-32,836
|
-71%
|
|
|
592
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$856K
|
+$190
|
+3
|
+0%
|
|
|
593
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$855K
|
+$117K
|
+1,849
|
+16%
|
|
|
594
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$847K
|
–
|
–
|
–
|
|
|
595
|
Iowa State Bank
Urbandale,
Iowa
|
$846K
|
+$283K
|
+4,459
|
+51%
|
|
|
596
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$840K
|
+$190K
|
+3,002
|
+30%
|
|
|
597
|
EP Wealth Advisors
Torrance,
California
|
$839K
|
+$836K
|
+13,170
|
New
|
|
|
598
|
Detalus Advisors
St. Louis,
Missouri
|
$832K
|
+$109K
|
+1,718
|
+15%
|
|
|
599
|
Golden State Wealth Management
Santa Ana,
California
|
$827K
|
-$2.67M
|
-42,122
|
-76%
|
|
|
600
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$826K
|
-$77.7K
|
-1,225
|
-9%
|
|
