|
526
|
Novak Financial Planning
Bel Air,
Maryland
|
$3.03M
|
+$278K
|
+1,253
|
+10%
|
|
|
527
|
Franklin Resources
San Mateo,
California
|
$3.02M
|
-$18.2K
|
-82
|
-0.6%
|
|
|
528
|
Conning Inc
Hartford,
Connecticut
|
$3.02M
|
–
|
–
|
–
|
|
|
529
|
Fieldpoint Private Securities
Greenwich,
Connecticut
|
$3M
|
-$13.3K
|
-60
|
-0.4%
|
|
|
530
|
Regal Investment Advisors
Kentwood,
Michigan
|
$3M
|
+$2.95M
|
+13,305
|
New
|
|
|
531
|
Viridian RIA
Bothell,
Washington
|
$2.98M
|
–
|
–
|
–
|
|
|
532
|
Brickley Wealth Management
San Mateo,
California
|
$2.98M
|
-$62.5K
|
-282
|
-2%
|
|
|
533
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.95M
|
+$2.91M
|
+13,110
|
New
|
|
|
534
|
St Louis Trust
Saint Louis,
Missouri
|
$2.93M
|
-$3.77K
|
-17
|
-0.1%
|
|
|
535
|
KFA Private Wealth Group
Tysons,
Virginia
|
$2.88M
|
+$59.6K
|
+269
|
+2%
|
|
|
536
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.84M
|
+$90.9K
|
+410
|
+3%
|
|
|
537
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$2.82M
|
–
|
–
|
–
|
|
|
538
|
SOL Capital Management
Rockville,
Maryland
|
$2.81M
|
+$52.5K
|
+237
|
+2%
|
|
|
539
|
KeyBank National Association
Cleveland,
Ohio
|
$2.79M
|
–
|
–
|
–
|
|
|
540
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$2.77M
|
-$667K
|
-3,011
|
-20%
|
|
|
541
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.76M
|
+$258K
|
+1,163
|
+10%
|
|
|
542
|
Continuum Advisory
Eagle,
Idaho
|
$2.76M
|
+$324K
|
+1,462
|
+14%
|
|
|
543
|
Vivaldi Capital Management
Chicago,
Illinois
|
$2.76M
|
-$131K
|
-591
|
-5%
|
|
|
544
|
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
|
$2.75M
|
+$2.71M
|
+12,216
|
New
|
|
|
545
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.74M
|
+$278K
|
+1,254
|
+11%
|
|
|
546
|
Graypoint LLC
Albany,
New York
|
$2.74M
|
+$1.02M
|
+4,621
|
+61%
|
|
|
547
|
Petix & Botte Financial
La Mesa,
California
|
$2.74M
|
-$108K
|
-486
|
-4%
|
|
|
548
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$2.73M
|
-$642K
|
-2,895
|
-19%
|
|
|
549
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$2.73M
|
-$381K
|
-1,720
|
-12%
|
|
|
550
|
Synovus Financial
Columbus,
Georgia
|
$2.72M
|
+$815K
|
+3,678
|
+44%
|
|
