|
501
|
Diversified Trust
Memphis,
Tennessee
|
$2.08M
|
+$2.13M
|
+58,203
|
New
|
|
|
502
|
|
$2.08M
|
+$63.1K
|
+1,724
|
+3%
|
|
|
503
|
Holt Capital Partners
Fort Worth,
Texas
|
$2.07M
|
-$717K
|
-19,575
|
-25%
|
|
|
504
|
The Family Firm
Bethesda,
Maryland
|
$2.06M
|
+$5.09K
|
+139
|
+0.2%
|
|
|
505
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$2.05M
|
-$175K
|
-4,787
|
-8%
|
|
|
506
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.04M
|
+$348K
|
+9,488
|
+20%
|
|
|
507
|
Burney Company
Reston,
Virginia
|
$2.04M
|
–
|
–
|
–
|
|
|
508
|
Barings
Charlotte,
North Carolina
|
$2.03M
|
–
|
–
|
–
|
|
|
509
|
First Interstate Bank
Billings,
Montana
|
$2.01M
|
+$7.11K
|
+194
|
+0.3%
|
|
|
510
|
Threshold Group
Seattle,
Washington
|
$2M
|
+$1.74M
|
+47,489
|
+560%
|
|
|
511
|
iAB Financial Bank
Fort Wayne,
Indiana
|
$2M
|
-$515K
|
-14,050
|
-20%
|
|
|
512
|
Palladium Partners
Norfolk,
Virginia
|
$2M
|
+$242K
|
+6,612
|
+13%
|
|
|
513
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.98M
|
-$98.1K
|
-2,679
|
-5%
|
|
|
514
|
SteelBridge Private Wealth Advisors
Naples,
Florida
|
$1.96M
|
+$1.3M
|
+35,492
|
+219%
|
|
|
515
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.96M
|
-$216K
|
-5,906
|
-10%
|
|
|
516
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.95M
|
+$1.99M
|
+54,366
|
New
|
|
|
517
|
Granite Investment Partners
El Segundo,
California
|
$1.94M
|
-$3.66K
|
-100
|
-0.2%
|
|
|
518
|
JOYN Advisors
Atlanta,
Georgia
|
$1.94M
|
+$279K
|
+7,623
|
+16%
|
|
|
519
|
First National Trust
Hermitage,
Pennsylvania
|
$1.93M
|
+$228K
|
+6,212
|
+13%
|
|
|
520
|
Sterling Capital Management
Charlotte,
North Carolina
|
$1.93M
|
+$679K
|
+18,532
|
+52%
|
|
|
521
|
Wellington Management Group
Boston,
Massachusetts
|
$1.9M
|
-$1.4M
|
-38,137
|
-42%
|
|
|
522
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.87M
|
+$1.07M
|
+29,194
|
+126%
|
|
|
523
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$1.87M
|
+$678K
|
+18,502
|
+55%
|
|
|
524
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$1.87M
|
+$121K
|
+3,306
|
+7%
|
|
|
525
|
BKS Advisors
Southfield,
Michigan
|
$1.85M
|
+$376K
|
+10,271
|
+25%
|
|
