|
501
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$580K
|
+$9.75K
|
+34
|
+2%
|
|
|
502
|
Principle Wealth Partners
Madison,
Connecticut
|
$574K
|
+$287
|
+1
|
+0%
|
|
|
503
|
Kestra Private Wealth Services
Austin,
Texas
|
$568K
|
+$217K
|
+756
|
+60%
|
|
|
504
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$567K
|
–
|
–
|
–
|
|
|
505
|
Perigon Wealth Management
San Francisco,
California
|
$566K
|
+$33.8K
|
+118
|
+6%
|
|
|
506
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$565K
|
-$145K
|
-507
|
-20%
|
|
|
507
|
CCG Wealth Management
San Diego,
California
|
$560K
|
–
|
–
|
–
|
|
|
508
|
Investments & Financial Planning LLC
Lexington,
Kentucky
|
$559K
|
+$643K
|
+2,242
|
New
|
|
|
509
|
Harbour Investments
Madison,
Wisconsin
|
$558K
|
-$575K
|
-2,004
|
-50%
|
|
|
510
|
Gofen & Glossberg
Chicago,
Illinois
|
$558K
|
+$194K
|
+678
|
+52%
|
|
|
511
|
Level Four Advisory Services
Dallas,
Texas
|
$555K
|
+$50.8K
|
+177
|
+10%
|
|
|
512
|
Good Life Advisors
Reading,
Pennsylvania
|
$548K
|
-$45.6K
|
-159
|
-8%
|
|
|
513
|
Coldstream Capital Management
Bellevue,
Washington
|
$548K
|
+$557K
|
+1,944
|
New
|
|
|
514
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$546K
|
-$135K
|
-470
|
-20%
|
|
|
515
|
Neuberger Berman Group
New York
|
$546K
|
+$43K
|
+150
|
+8%
|
|
|
516
|
Aire Advisors
Beverly Hills,
California
|
$546K
|
+$555K
|
+1,937
|
New
|
|
|
517
|
BCGM Wealth Management
Lafayette,
Indiana
|
$545K
|
-$4.3K
|
-15
|
-0.8%
|
|
|
518
|
Wealthspan Partners
Davenport,
Iowa
|
$544K
|
+$554K
|
+1,931
|
New
|
|
|
519
|
1776 Wealth
Atlanta,
Georgia
|
$540K
|
–
|
–
|
–
|
|
|
520
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$536K
|
+$16.6K
|
+58
|
+3%
|
|
|
521
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$534K
|
+$61.1K
|
+213
|
+13%
|
|
|
522
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$532K
|
+$124K
|
+432
|
+30%
|
|
|
523
|
ACG Wealth
Atlanta,
Georgia
|
$528K
|
+$244K
|
+850
|
+83%
|
|
|
524
|
Resolute Advisors
San Francisco,
California
|
$526K
|
+$860
|
+3
|
+0.2%
|
|
|
525
|
Intrua Financial
Houston,
Texas
|
$524K
|
-$71.1K
|
-248
|
-12%
|
|
