|
501
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$889K
|
-$7.79K
|
-188
|
-0.7%
|
|
|
502
|
Webster Bank
Waterbury,
Connecticut
|
$888K
|
–
|
–
|
–
|
|
|
503
|
Private Trust Company
Cleveland,
Ohio
|
$886K
|
-$20.2K
|
-488
|
-2%
|
|
|
504
|
Systelligence LLC
Bloomington,
Minnesota
|
$881K
|
-$10.4M
|
-251,220
|
-90%
|
|
|
505
|
Belpointe Asset Management
Reno,
Nevada
|
$881K
|
-$51.3K
|
-1,240
|
-4%
|
|
|
506
|
BigSur Wealth Management
Miami,
Florida
|
$870K
|
–
|
–
|
–
|
|
|
507
|
Private Wealth Advisors (California)
Fresno,
California
|
$866K
|
+$4.14K
|
+100
|
+0.4%
|
|
|
508
|
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
|
$863K
|
–
|
–
|
–
|
|
|
509
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$862K
|
-$185K
|
-4,472
|
-15%
|
|
|
510
|
Aureus Asset Management
Boston,
Massachusetts
|
$858K
|
+$24.8K
|
+600
|
+2%
|
|
|
511
|
Cutler Group
San Francisco,
California
|
$851K
|
-$398K
|
-9,600
|
-27%
|
|
|
512
|
Edge Capital Group
Atlanta,
Georgia
|
$840K
|
+$4.47K
|
+108
|
+0.4%
|
|
|
513
|
Avior Wealth Management
Omaha,
Nebraska
|
$834K
|
+$4.8K
|
+116
|
+0.4%
|
|
|
514
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$831K
|
+$180K
|
+4,340
|
+23%
|
|
|
515
|
Minot Wealth Management
Westwood,
Massachusetts
|
$830K
|
-$895K
|
-21,624
|
-46%
|
|
|
516
|
Advisornet Financial
Minnetonka,
Minnesota
|
$828K
|
+$29.5K
|
+712
|
+3%
|
|
|
517
|
Williams Jones Wealth Management
New York
|
$824K
|
–
|
–
|
–
|
|
|
518
|
Alerus Financial
Grand Forks,
North Dakota
|
$817K
|
+$77K
|
+1,860
|
+8%
|
|
|
519
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$813K
|
-$1.06M
|
-25,636
|
-51%
|
|
|
520
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$808K
|
+$1.02M
|
+24,556
|
New
|
|
|
521
|
Covenant Asset Management
Chester,
New Jersey
|
$807K
|
+$1.02M
|
+24,520
|
New
|
|
|
522
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$802K
|
+$624K
|
+15,064
|
+162%
|
|
|
523
|
Frontier Wealth Management
Kansas City,
Missouri
|
$792K
|
+$156K
|
+3,756
|
+18%
|
|
|
524
|
Franklin Resources
San Mateo,
California
|
$789K
|
–
|
–
|
–
|
|
|
525
|
Donor Advised Charitable Giving
San Francisco,
California
|
$776K
|
+$5.47K
|
+132
|
+0.6%
|
|
