|
551
|
Somerset Trust
Somerset,
Pennsylvania
|
$525K
|
+$182K
|
+718
|
+47%
|
|
|
552
|
Monetary Management Group
St Louis,
Missouri
|
$525K
|
–
|
–
|
–
|
|
|
553
|
Merit Financial Group
Alpharetta,
Georgia
|
$524K
|
+$311K
|
+1,225
|
+120%
|
|
|
554
|
Caprock Group
Boise,
Idaho
|
$519K
|
+$8.63K
|
+34
|
+2%
|
|
|
555
|
Unified Investment Management
Atlanta,
Georgia
|
$518K
|
-$3.3K
|
-13
|
-0.6%
|
|
|
556
|
Coldstream Capital Management
Bellevue,
Washington
|
$517K
|
-$29K
|
-114
|
-5%
|
|
|
557
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$514K
|
+$14.5K
|
+57
|
+3%
|
|
|
558
|
Kentucky Trust Company
Danville,
Kentucky
|
$511K
|
-$51.6K
|
-203
|
-8%
|
|
|
559
|
Keel Point
Huntsville,
Alabama
|
$510K
|
+$57.4K
|
+226
|
+12%
|
|
|
560
|
Webster Bank
Waterbury,
Connecticut
|
$501K
|
-$57.1K
|
-225
|
-9%
|
|
|
561
|
Sequoia Financial Advisors
Akron,
Ohio
|
$497K
|
-$30K
|
-118
|
-5%
|
|
|
562
|
Transatlantique Private Wealth
New York
|
$497K
|
+$6.86K
|
+27
|
+1%
|
|
|
563
|
Sompo Asset Management
Tokyo,
Japan
|
$497K
|
+$7.62K
|
+30
|
+1%
|
|
|
564
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$491K
|
–
|
–
|
–
|
|
|
565
|
Mutual Advisors
Omaha,
Nebraska
|
$480K
|
+$35.6K
|
+140
|
+8%
|
|
|
566
|
SteelPeak Wealth
Woodland Hills,
California
|
$478K
|
-$20.3K
|
-80
|
-4%
|
|
|
567
|
Ascent Group
Virginia Beach,
Virginia
|
$476K
|
-$1.8M
|
-7,103
|
-78%
|
|
|
568
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$474K
|
+$216K
|
+852
|
+72%
|
|
|
569
|
Proficio Capital Partners
Newton,
Massachusetts
|
$473K
|
-$2.54K
|
-10
|
-0.5%
|
|
|
570
|
Callan Family Office
Radnor,
Pennsylvania
|
$471K
|
-$16K
|
-63
|
-3%
|
|
|
571
|
Frank Rimerman Advisors
Palo Alto,
California
|
$471K
|
+$38.1K
|
+150
|
+8%
|
|
|
572
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$467K
|
+$49K
|
+193
|
+11%
|
|
|
573
|
Equitable Holdings
New York
|
$467K
|
+$40.1K
|
+158
|
+9%
|
|
|
574
|
Smith Group Asset Management
Dallas,
Texas
|
$467K
|
–
|
–
|
–
|
|
|
575
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$466K
|
+$5.33K
|
+21
|
+1%
|
|
