|
501
|
Belpointe Asset Management
Reno,
Nevada
|
$2.94M
|
+$271K
|
+3,627
|
+10%
|
|
|
502
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$2.93M
|
–
|
–
|
–
|
|
|
503
|
United Community Bank
Greenville,
South Carolina
|
$2.93M
|
+$722K
|
+9,668
|
+33%
|
|
|
504
|
J.W. Cole Advisors
Tampa,
Florida
|
$2.93M
|
-$1.89M
|
-25,280
|
-35%
|
|
|
505
|
Financial Planning Hawaii
Honolulu,
Hawaii
|
$2.93M
|
+$2.9M
|
+38,832
|
New
|
|
|
506
|
Continuum Advisory
Eagle,
Idaho
|
$2.92M
|
-$672
|
-9
|
-0%
|
|
|
507
|
Curi RMB Capital
Chicago,
Illinois
|
$2.91M
|
+$307K
|
+4,118
|
+12%
|
|
|
508
|
Comprehensive Financial Management
Los Gatos,
California
|
$2.91M
|
–
|
–
|
–
|
|
|
509
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$2.9M
|
-$21K
|
-281
|
-0.7%
|
|
|
510
|
Natixis Advisors
Boston,
Massachusetts
|
$2.9M
|
-$26.6M
|
-356,304
|
-90%
|
|
|
511
|
Glassman Wealth Services
Vienna,
Virginia
|
$2.9M
|
+$58.2K
|
+779
|
+2%
|
|
|
512
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$2.9M
|
+$110K
|
+1,468
|
+4%
|
|
|
513
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$2.89M
|
+$118K
|
+1,587
|
+4%
|
|
|
514
|
Frank Rimerman Advisors
Palo Alto,
California
|
$2.88M
|
–
|
–
|
–
|
|
|
515
|
Pacific Park Financial
Lagina Hills,
California
|
$2.86M
|
+$2.83M
|
+37,880
|
New
|
|
|
516
|
Capital Insight Partners
Scottsdale,
Arizona
|
$2.82M
|
-$194K
|
-2,595
|
-7%
|
|
|
517
|
Passumpsic Savings Bank
St. Johnsbury,
Vermont
|
$2.81M
|
+$2.78M
|
+37,233
|
New
|
|
|
518
|
Clayton Partners
Berkeley,
California
|
$2.81M
|
-$31.3K
|
-419
|
-1%
|
|
|
519
|
Trek Financial
Scottsdale,
Arizona
|
$2.8M
|
+$225K
|
+3,012
|
+9%
|
|
|
520
|
Brookwood Investment Group
Phoenix,
Arizona
|
$2.79M
|
-$13.1K
|
-176
|
-0.5%
|
|
|
521
|
Gibraltar Capital Management
Tulsa,
Oklahoma
|
$2.72M
|
–
|
–
|
–
|
|
|
522
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$2.71M
|
+$381K
|
+5,098
|
+17%
|
|
|
523
|
Certior Financial Group
King Of Prussia,
Pennsylvania
|
$2.7M
|
-$1.41M
|
-18,903
|
-35%
|
|
|
524
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$2.69M
|
+$846K
|
+11,333
|
+53%
|
|
|
525
|
Davidson Kahn Capital Management
Sherman Oaks,
California
|
$2.67M
|
+$1.08M
|
+14,515
|
+70%
|
|
