|
501
|
Abacus Planning Group
Columbia,
South Carolina
|
$6.19M
|
+$219K
|
+4,547
|
+4%
|
|
|
502
|
HB Wealth Management
Atlanta,
Georgia
|
$6.18M
|
+$4.03M
|
+83,674
|
+166%
|
|
|
503
|
SignatureFD
Atlanta,
Georgia
|
$6.06M
|
-$1.53M
|
-31,794
|
-19%
|
|
|
504
|
Vise Technologies
New York
|
$6.05M
|
+$6.31M
|
+131,206
|
New
|
|
|
505
|
Neuberger Berman Group
New York
|
$6.05M
|
+$5.15M
|
+107,122
|
+447%
|
|
|
506
|
Evercore Wealth Management
New York
|
$6.04M
|
-$872K
|
-18,126
|
-12%
|
|
|
507
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$6.02M
|
+$4.14M
|
+86,062
|
+77%
|
|
|
508
|
Pariax
Newport Beach,
California
|
$6.01M
|
+$53K
|
+1,101
|
+0.9%
|
|
|
509
|
SVB Investment Services
Salt Lake City,
Utah
|
$5.98M
|
-$156K
|
-3,250
|
-2%
|
|
|
510
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$5.98M
|
-$417K
|
-8,661
|
-6%
|
|
|
511
|
My Legacy Advisors
Bend,
Oregon
|
$5.96M
|
+$6.21M
|
+129,105
|
New
|
|
|
512
|
Strategic Financial Partners
Bend,
Oregon
|
$5.95M
|
+$2.8M
|
+58,123
|
+82%
|
|
|
513
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$5.93M
|
-$1.1M
|
-22,808
|
-15%
|
|
|
514
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$5.93M
|
+$187K
|
+3,893
|
+3%
|
|
|
515
|
Park Avenue Securities
New York
|
$5.92M
|
+$677K
|
+14,072
|
+12%
|
|
|
516
|
Madrona Financial Services
Everett,
Washington
|
$5.92M
|
+$390K
|
+8,101
|
+7%
|
|
|
517
|
Vestor Capital
Chicago,
Illinois
|
$5.91M
|
+$681K
|
+14,152
|
+12%
|
|
|
518
|
Wealthgate Family Office
Boulder,
Colorado
|
$5.9M
|
+$2.5K
|
+52
|
+0%
|
|
|
519
|
Echo45 Advisors
Walnut Creek,
California
|
$5.9M
|
+$304K
|
+6,321
|
+5%
|
|
|
520
|
Running Point Capital Advisors
El Segundo,
California
|
$5.9M
|
-$2.01M
|
-41,720
|
-25%
|
|
|
521
|
Roberts Wealth Advisors
Palo Alto,
California
|
$5.88M
|
+$345K
|
+7,170
|
+6%
|
|
|
522
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.87M
|
+$1.34M
|
+27,874
|
+28%
|
|
|
523
|
Aspire Private Capital
Cornelius,
North Carolina
|
$5.86M
|
+$335K
|
+6,968
|
+6%
|
|
|
524
|
Fort Point Capital Partners
San Francisco,
California
|
$5.83M
|
-$461K
|
-9,576
|
-7%
|
|
|
525
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.79M
|
+$1.66M
|
+34,545
|
+38%
|
|
