|
501
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$3.18M
|
-$16.1M
|
-168,587
|
-84%
|
|
|
502
|
Anchor Investment Management
Columbia,
South Carolina
|
$3.17M
|
-$125K
|
-1,306
|
-4%
|
|
|
503
|
Camelot Technology Advisors
San Francisco,
California
|
$3.16M
|
+$882K
|
+9,230
|
+39%
|
|
|
504
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$3.16M
|
+$97.9K
|
+1,024
|
+3%
|
|
|
505
|
Family Legacy Inc
Greenville,
South Carolina
|
$3.13M
|
-$12.3K
|
-129
|
-0.4%
|
|
|
506
|
Nest Investments
Conshohocken,
Pennsylvania
|
$3.12M
|
+$56.5K
|
+591
|
+2%
|
|
|
507
|
Pacific Capital Wealth Advisors
Corona,
California
|
$3.11M
|
-$1.67M
|
-17,496
|
-35%
|
|
|
508
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$3.1M
|
+$356K
|
+3,722
|
+13%
|
|
|
509
|
|
$3.1M
|
-$2.88M
|
-30,174
|
-48%
|
|
|
510
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.09M
|
+$1.96M
|
+20,470
|
+177%
|
|
|
511
|
Diversify Wealth Management
Sandy,
Utah
|
$3.08M
|
+$273K
|
+2,859
|
+10%
|
|
|
512
|
Diversify Advisory Services
Sandy,
Utah
|
$3.08M
|
+$2.92M
|
+30,600
|
New
|
|
|
513
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$3.07M
|
+$1.74M
|
+18,235
|
+134%
|
|
|
514
|
EP Wealth Advisors
Torrance,
California
|
$3.06M
|
+$341K
|
+3,573
|
+13%
|
|
|
515
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$3.05M
|
+$983K
|
+10,287
|
+48%
|
|
|
516
|
Webster Bank
Waterbury,
Connecticut
|
$3.04M
|
-$129K
|
-1,350
|
-4%
|
|
|
517
|
Infinity Wealth Counsel
Loveland,
Ohio
|
$3.02M
|
+$102K
|
+1,072
|
+4%
|
|
|
518
|
Atlas Legacy Advisors
Los Angeles,
California
|
$3.02M
|
+$478
|
+5
|
+0%
|
|
|
519
|
Impact Partnership Wealth
Marietta,
Georgia
|
$3.02M
|
-$1.35M
|
-14,124
|
-31%
|
|
|
520
|
Sterling Financial Planning
Sparta,
New Jersey
|
$3.01M
|
-$65.8K
|
-688
|
-2%
|
|
|
521
|
WhitTier Trust Company
Reno,
Nevada
|
$3M
|
-$125K
|
-1,308
|
-4%
|
|
|
522
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$3M
|
-$112K
|
-1,171
|
-4%
|
|
|
523
|
|
$2.99M
|
-$2.91M
|
-30,468
|
-50%
|
|
|
524
|
Perigon Wealth Management
San Francisco,
California
|
$2.98M
|
-$90.1K
|
-943
|
-3%
|
|
|
525
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$2.97M
|
+$32.6K
|
+341
|
+1%
|
|
