|
501
|
|
$798K
|
+$102K
|
+2,272
|
+15%
|
|
|
502
|
Ballentine Partners
Waltham,
Massachusetts
|
$797K
|
–
|
–
|
–
|
|
|
503
|
Trinity Legacy Partners
Houston,
Texas
|
$782K
|
-$862K
|
-19,160
|
-54%
|
|
|
504
|
Strategic Advisors
New York
|
$779K
|
-$52.9K
|
-1,176
|
-6%
|
|
|
505
|
Oxford Financial Group
Carmel,
Indiana
|
$774K
|
–
|
–
|
–
|
|
|
506
|
Allworth Financial
Folsom,
California
|
$765K
|
-$9.36K
|
-208
|
-1%
|
|
|
507
|
Towerpoint Wealth
Sacramento,
California
|
$764K
|
–
|
–
|
–
|
|
|
508
|
Secure Asset Management
Troy,
Michigan
|
$764K
|
+$1.44K
|
+32
|
+0.2%
|
|
|
509
|
Beacon Pointe Advisors
Newport Beach,
California
|
$762K
|
+$19.8K
|
+440
|
+3%
|
|
|
510
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$760K
|
-$50.7K
|
-1,128
|
-6%
|
|
|
511
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$758K
|
-$6.84K
|
-152
|
-0.9%
|
|
|
512
|
US Financial Advisors
Braintree,
Massachusetts
|
$758K
|
+$46.1K
|
+1,024
|
+6%
|
|
|
513
|
Biltmore Family Office
Charlotte,
North Carolina
|
$755K
|
–
|
–
|
–
|
|
|
514
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$754K
|
–
|
–
|
–
|
|
|
515
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$749K
|
+$360
|
+8
|
+0%
|
|
|
516
|
Valley Forge Investment Consultants
Audubon,
Pennsylvania
|
$745K
|
+$154K
|
+3,432
|
+26%
|
|
|
517
|
Gateway Advisory
Westfield,
New Jersey
|
$740K
|
+$743K
|
+16,512
|
New
|
|
|
518
|
Bison Wealth
Atlanta,
Georgia
|
$737K
|
+$10.1K
|
+224
|
+1%
|
|
|
519
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$735K
|
-$5.4K
|
-120
|
-0.7%
|
|
|
520
|
Sequoia Financial Advisors
Akron,
Ohio
|
$730K
|
+$105K
|
+2,344
|
+17%
|
|
|
521
|
Cahill Financial Advisors
Edina,
Minnesota
|
$729K
|
-$65.5K
|
-1,456
|
-8%
|
|
|
522
|
HM Payson & Co
Portland,
Maine
|
$725K
|
–
|
–
|
–
|
|
|
523
|
Fisher Asset Management
Camas,
Washington
|
$723K
|
-$479K
|
-10,640
|
-40%
|
|
|
524
|
Allied Investment Advisors
Billings,
Montana
|
$723K
|
-$173K
|
-3,856
|
-19%
|
|
|
525
|
Truepoint Inc
Cincinnati,
Ohio
|
$717K
|
–
|
–
|
–
|
|
