|
601
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.07M
|
+$1.07M
|
+21,367
|
New
|
|
|
602
|
High Net Worth Advisory Group
Naples,
Florida
|
$1.07M
|
+$1.5K
|
+30
|
+0.1%
|
|
|
603
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$1.07M
|
+$41.4K
|
+827
|
+4%
|
|
|
604
|
Prosperity Planning
Kansas City,
Missouri
|
$1.06M
|
+$1.05M
|
+21,069
|
New
|
|
|
605
|
FF Advisors
Manhattan Beach,
California
|
$1.05M
|
+$19.9K
|
+397
|
+2%
|
|
|
606
|
Patron Partners
Houston,
Texas
|
$1.04M
|
-$42.5K
|
-850
|
-4%
|
|
|
607
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$1.03M
|
–
|
–
|
–
|
|
|
608
|
AE Wealth Management
Topeka,
Kansas
|
$1.03M
|
-$348K
|
-6,953
|
-25%
|
|
|
609
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$1.03M
|
-$66.4K
|
-1,328
|
-6%
|
|
|
610
|
Umpqua Bank
Lake Oswego,
Oregon
|
$1.02M
|
-$241K
|
-4,815
|
-19%
|
|
|
611
|
Belpointe Asset Management
Reno,
Nevada
|
$1.02M
|
-$84.4K
|
-1,687
|
-8%
|
|
|
612
|
Boxwood Ventures
Chicago,
Illinois
|
$1.02M
|
–
|
–
|
–
|
|
|
613
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.02M
|
-$134K
|
-2,669
|
-12%
|
|
|
614
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$1.01M
|
–
|
–
|
–
|
|
|
615
|
Forum Private Client Group
Fishers,
Indiana
|
$1.01M
|
+$223K
|
+4,453
|
+28%
|
|
|
616
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.01M
|
–
|
–
|
–
|
|
|
617
|
Insigneo Advisory Services
Miami,
Florida
|
$1.01M
|
+$991K
|
+19,798
|
New
|
|
|
618
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.01M
|
+$478K
|
+9,557
|
+91%
|
|
|
619
|
IFG Advisory
Atlanta,
Georgia
|
$1M
|
-$115K
|
-2,305
|
-10%
|
|
|
620
|
Bell Bank
Fargo,
North Dakota
|
$1,000K
|
–
|
–
|
–
|
|
|
621
|
Argent Trust Co
Nashville,
Tennessee
|
$998K
|
+$24.5K
|
+490
|
+3%
|
|
|
622
|
Long Island Wealth Management
Melville,
New York
|
$991K
|
-$21.4K
|
-428
|
-2%
|
|
|
623
|
Financial Strategies Group
Okemos,
Michigan
|
$989K
|
+$39.4K
|
+788
|
+4%
|
|
|
624
|
Evolution Advisers
Richmond,
Virginia
|
$981K
|
–
|
–
|
–
|
|
|
625
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$980K
|
-$12.8K
|
-256
|
-1%
|
|
