|
626
|
Private Wealth Group
Tampa,
Florida
|
$1.01M
|
+$279K
|
+4,237
|
+40%
|
|
|
627
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$996K
|
+$966K
|
+14,667
|
New
|
|
|
628
|
Whittier Trust
South Pasadena,
California
|
$978K
|
+$194K
|
+2,949
|
+26%
|
|
|
629
|
Golden State Wealth Management
Santa Ana,
California
|
$973K
|
+$89.3K
|
+1,356
|
+10%
|
|
|
630
|
tru Independence
Portland,
Oregon
|
$963K
|
+$934K
|
+14,193
|
New
|
|
|
631
|
EP Wealth Advisors
Torrance,
California
|
$961K
|
+$65K
|
+988
|
+8%
|
|
|
632
|
WJ Wealth Management
Glendale,
Arizona
|
$948K
|
-$130K
|
-1,975
|
-12%
|
|
|
633
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$947K
|
-$59.2K
|
-900
|
-6%
|
|
|
634
|
Rede Wealth
Charlottesville,
Virginia
|
$946K
|
+$917K
|
+13,933
|
New
|
|
|
635
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$943K
|
+$46.9K
|
+713
|
+5%
|
|
|
636
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$940K
|
+$18.4K
|
+280
|
+2%
|
|
|
637
|
Denver PWM
Denver,
Colorado
|
$937K
|
-$444K
|
-6,747
|
-33%
|
|
|
638
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$937K
|
+$237K
|
+3,594
|
+35%
|
|
|
639
|
Keebeck Wealth Management
Chicago,
Illinois
|
$930K
|
+$365K
|
+5,551
|
+68%
|
|
|
640
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$918K
|
+$57.9K
|
+879
|
+7%
|
|
|
641
|
|
$911K
|
-$2.57M
|
-39,022
|
-74%
|
|
|
642
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$911K
|
-$55K
|
-835
|
-6%
|
|
|
643
|
Provident Wealth Management
Brentwood,
Tennessee
|
$905K
|
-$7.55M
|
-114,651
|
-90%
|
|
|
644
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$904K
|
-$25.5K
|
-388
|
-3%
|
|
|
645
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$903K
|
-$8.56K
|
-130
|
-1%
|
|
|
646
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$903K
|
–
|
–
|
–
|
|
|
647
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$899K
|
+$872K
|
+13,247
|
New
|
|
|
648
|
Greenwich Wealth Management
Greenwich,
Connecticut
|
$886K
|
-$76.8K
|
-1,166
|
-8%
|
|
|
649
|
Beta Wealth Group
San Diego,
California
|
$886K
|
+$859K
|
+13,046
|
New
|
|
|
650
|
Nachman Norwood & Parrott
Greenville,
South Carolina
|
$882K
|
+$82.8K
|
+1,258
|
+11%
|
|
