|
676
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.6M
|
+$1.78M
|
+34,088
|
New
|
|
|
677
|
|
$1.6M
|
–
|
–
|
–
|
|
|
678
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$1.6M
|
-$20.9K
|
-400
|
-1%
|
|
|
679
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.6M
|
-$18.8K
|
-360
|
-1%
|
|
|
680
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.59M
|
+$44.5K
|
+852
|
+3%
|
|
|
681
|
MGO Private Wealth
Irvine,
California
|
$1.59M
|
+$1.77M
|
+33,904
|
New
|
|
|
682
|
VeraBank
Henderson,
Texas
|
$1.58M
|
-$33.7K
|
-644
|
-2%
|
|
|
683
|
Evoke Wealth
Los Angeles,
California
|
$1.58M
|
+$8.15K
|
+156
|
+0.5%
|
|
|
684
|
Pinnacle Financial Group
Western Springs,
Illinois
|
$1.57M
|
+$75.3K
|
+1,440
|
+5%
|
|
|
685
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.56M
|
+$11.5K
|
+220
|
+0.7%
|
|
|
686
|
Ridgewood Investments
Springfield,
New Jersey
|
$1.56M
|
+$33.9K
|
+648
|
+2%
|
|
|
687
|
Flagstar Advisors
New York
|
$1.54M
|
+$149K
|
+2,856
|
+10%
|
|
|
688
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$1.53M
|
-$5.23K
|
-100
|
-0.3%
|
|
|
689
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.53M
|
+$1.04K
|
+20
|
+0.1%
|
|
|
690
|
Bangor Savings Bank
Bangor,
Maine
|
$1.53M
|
+$28K
|
+536
|
+2%
|
|
|
691
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.52M
|
+$39.9K
|
+764
|
+2%
|
|
|
692
|
Fermata Advisors
Sonoma,
California
|
$1.51M
|
+$198K
|
+3,788
|
+13%
|
|
|
693
|
Sensible Financial Planning & Management
Waltham,
Massachusetts
|
$1.51M
|
+$88.8K
|
+1,700
|
+6%
|
|
|
694
|
Private Trust Company
Cleveland,
Ohio
|
$1.5M
|
+$146K
|
+2,792
|
+10%
|
|
|
695
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.49M
|
+$3.14K
|
+60
|
+0.2%
|
|
|
696
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$1.49M
|
+$1.6M
|
+30,696
|
New
|
|
|
697
|
Allspring Global Investments
Charlotte,
North Carolina
|
$1.48M
|
+$5.43K
|
+104
|
+0.3%
|
|
|
698
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.47M
|
-$23.6K
|
-452
|
-1%
|
|
|
699
|
ACG Wealth
Atlanta,
Georgia
|
$1.46M
|
-$46.8K
|
-896
|
-3%
|
|
|
700
|
Perigon Wealth Management
San Francisco,
California
|
$1.45M
|
+$173K
|
+3,312
|
+12%
|
|
