|
501
|
Cove Private Wealth
Oyster Bay Cove,
New York
|
$944K
|
–
|
–
|
–
|
|
|
502
|
Noble Family Wealth
Clearwater,
Florida
|
$943K
|
+$24K
|
+141
|
+3%
|
|
|
503
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$942K
|
–
|
–
|
–
|
|
|
504
|
Richard P. Slaughter Associates
Austin,
Texas
|
$929K
|
-$402K
|
-2,365
|
-31%
|
|
|
505
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$927K
|
+$221K
|
+1,301
|
+32%
|
|
|
506
|
Vise Technologies
New York
|
$926K
|
+$61.1K
|
+359
|
+7%
|
|
|
507
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$926K
|
+$4.59K
|
+27
|
+0.5%
|
|
|
508
|
Country Club Bank
Kansas City,
Missouri
|
$925K
|
–
|
–
|
–
|
|
|
509
|
|
$924K
|
+$901K
|
+5,295
|
New
|
|
|
510
|
LAM Group
Lake Oswego,
Oregon
|
$921K
|
–
|
–
|
–
|
|
|
511
|
Ancora Advisors
Cleveland,
Ohio
|
$912K
|
-$5.28K
|
-31
|
-0.6%
|
|
|
512
|
William Mack & Associates
Troy,
Michigan
|
$911K
|
-$17.5K
|
-103
|
-2%
|
|
|
513
|
Caprock Group
Boise,
Idaho
|
$903K
|
+$889K
|
+5,225
|
New
|
|
|
514
|
Holistic Planning
Nacogdoches,
Texas
|
$891K
|
-$58K
|
-341
|
-6%
|
|
|
515
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$890K
|
+$340
|
+2
|
+0%
|
|
|
516
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$889K
|
-$50.5K
|
-297
|
-6%
|
|
|
517
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$883K
|
–
|
–
|
–
|
|
|
518
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$868K
|
–
|
–
|
–
|
|
|
519
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$863K
|
-$222K
|
-1,307
|
-24%
|
|
|
520
|
Neuberger Berman Group
New York
|
$863K
|
+$841K
|
+4,945
|
New
|
|
|
521
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$854K
|
+$176K
|
+1,033
|
+27%
|
|
|
522
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$854K
|
+$340
|
+2
|
+0%
|
|
|
523
|
Clearstead Advisors
Cleveland,
Ohio
|
$853K
|
+$92.4K
|
+543
|
+13%
|
|
|
524
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$849K
|
-$340
|
-2
|
-0%
|
|
|
525
|
North Star Investment Management
Chicago,
Illinois
|
$848K
|
-$34.4K
|
-202
|
-4%
|
|
