|
501
|
Connectus Wealth
Cincinnati,
Ohio
|
$305K
|
+$330K
|
+3,572
|
New
|
|
|
502
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$301K
|
-$90.6K
|
-980
|
-22%
|
|
|
503
|
Allspring Global Investments
Charlotte,
North Carolina
|
$301K
|
+$26.8K
|
+290
|
+9%
|
|
|
504
|
Main Management
San Francisco,
California
|
$300K
|
-$9.52K
|
-103
|
-3%
|
|
|
505
|
Hancock Whitney
Gulfport,
Mississippi
|
$300K
|
+$13.6K
|
+147
|
+4%
|
|
|
506
|
Applied Capital
Little Rock,
Arkansas
|
$299K
|
+$6.66K
|
+72
|
+2%
|
|
|
507
|
Norris Perne & French
Grand Rapids,
Michigan
|
$294K
|
-$46.2K
|
-500
|
-13%
|
|
|
508
|
Franklin Resources
San Mateo,
California
|
$294K
|
–
|
–
|
–
|
|
|
509
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$293K
|
-$92
|
-1
|
-0%
|
|
|
510
|
First Western Trust Bank
Denver,
Colorado
|
$292K
|
–
|
–
|
–
|
|
|
511
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$289K
|
-$1.02K
|
-11
|
-0.3%
|
|
|
512
|
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
|
$289K
|
–
|
–
|
–
|
|
|
513
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$289K
|
+$15.6K
|
+169
|
+5%
|
|
|
514
|
LPWM LLC
Minneapolis,
Minnesota
|
$288K
|
+$92
|
+1
|
+0%
|
|
|
515
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$285K
|
+$26.1K
|
+282
|
+9%
|
|
|
516
|
Trellis Advisors
Ellensburg,
Washington
|
$284K
|
+$14.1K
|
+152
|
+5%
|
|
|
517
|
Soundmark Wealth Management
Kirkland,
Washington
|
$283K
|
-$20.8K
|
-225
|
-6%
|
|
|
518
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$282K
|
+$462
|
+5
|
+0.2%
|
|
|
519
|
RS Crum Inc
Newport Beach,
California
|
$282K
|
-$38.4K
|
-415
|
-11%
|
|
|
520
|
Citizens Financial Group
Providence,
Rhode Island
|
$282K
|
+$1.39K
|
+15
|
+0.5%
|
|
|
521
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$278K
|
+$184K
|
+1,988
|
+170%
|
|
|
522
|
Peninsula Wealth
San Francisco,
California
|
$276K
|
+$9.06K
|
+98
|
+3%
|
|
|
523
|
Merit Financial Group
Alpharetta,
Georgia
|
$274K
|
–
|
–
|
–
|
|
|
524
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$273K
|
-$13.3K
|
-144
|
-4%
|
|
|
525
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$273K
|
+$1.39K
|
+15
|
+0.5%
|
|
