|
501
|
Ballentine Partners
Waltham,
Massachusetts
|
$786K
|
–
|
–
|
–
|
|
|
502
|
Cahill Financial Advisors
Edina,
Minnesota
|
$784K
|
+$14.5K
|
+352
|
+2%
|
|
|
503
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$776K
|
-$411K
|
-9,992
|
-36%
|
|
|
504
|
Allworth Financial
Folsom,
California
|
$765K
|
-$148K
|
-3,608
|
-17%
|
|
|
505
|
Oxford Financial Group
Carmel,
Indiana
|
$764K
|
–
|
–
|
–
|
|
|
506
|
Johanson Financial Advisors
Campbell,
California
|
$763K
|
+$94.8K
|
+2,304
|
+15%
|
|
|
507
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$762K
|
–
|
–
|
–
|
|
|
508
|
Kore Private Wealth
New York
|
$757K
|
-$3.13M
|
-76,200
|
-82%
|
|
|
509
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$755K
|
-$492K
|
-11,968
|
-41%
|
|
|
510
|
Towerpoint Wealth
Sacramento,
California
|
$754K
|
+$701K
|
+17,048
|
New
|
|
|
511
|
Secure Asset Management
Troy,
Michigan
|
$753K
|
+$987
|
+24
|
+0.1%
|
|
|
512
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$752K
|
+$699K
|
+17,000
|
New
|
|
|
513
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$751K
|
+$59.2K
|
+1,440
|
+9%
|
|
|
514
|
Biltmore Family Office
Charlotte,
North Carolina
|
$745K
|
–
|
–
|
–
|
|
|
515
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$745K
|
+$244K
|
+5,944
|
+54%
|
|
|
516
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$744K
|
–
|
–
|
–
|
|
|
517
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$739K
|
-$329
|
-8
|
-0%
|
|
|
518
|
Millennium Management
New York
|
$739K
|
+$687K
|
+16,704
|
New
|
|
|
519
|
Goodwin Investment Advisory
Woodstock,
Georgia
|
$738K
|
+$692K
|
+16,824
|
New
|
|
|
520
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$731K
|
-$4.61K
|
-112
|
-0.7%
|
|
|
521
|
Beacon Pointe Advisors
Newport Beach,
California
|
$729K
|
-$14.2K
|
-344
|
-2%
|
|
|
522
|
Newbridge Financial Services Group
Boca Raton,
Florida
|
$717K
|
-$66.1K
|
-1,608
|
-9%
|
|
|
523
|
Bison Wealth
Atlanta,
Georgia
|
$717K
|
–
|
–
|
–
|
|
|
524
|
HM Payson & Co
Portland,
Maine
|
$716K
|
-$4.94K
|
-120
|
-0.7%
|
|
|
525
|
Regal Investment Advisors
Kentwood,
Michigan
|
$715K
|
+$665K
|
+16,160
|
New
|
|
