|
501
|
Bristlecone Advisors
Bellevue,
Washington
|
$1.39M
|
–
|
–
|
–
|
|
|
502
|
Wellington Management Group
Boston,
Massachusetts
|
$1.38M
|
-$159K
|
-1,490
|
-11%
|
|
|
503
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$1.38M
|
+$79.6K
|
+744
|
+6%
|
|
|
504
|
Frank Rimerman Advisors
Palo Alto,
California
|
$1.37M
|
–
|
–
|
–
|
|
|
505
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.37M
|
-$69.1K
|
-646
|
-5%
|
|
|
506
|
World Investment Advisors
Santa Barbara,
California
|
$1.36M
|
+$605K
|
+5,656
|
+88%
|
|
|
507
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.35M
|
+$110K
|
+1,026
|
+9%
|
|
|
508
|
Wealthspire Advisors (New York)
New York
|
$1.35M
|
-$49.4K
|
-462
|
-4%
|
|
|
509
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.35M
|
–
|
–
|
–
|
|
|
510
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$1.34M
|
+$28.2K
|
+264
|
+2%
|
|
|
511
|
Grassi Investment Management
Santa Clara,
California
|
$1.34M
|
-$23.3K
|
-218
|
-2%
|
|
|
512
|
Sentinel Trust
Houston,
Texas
|
$1.34M
|
–
|
–
|
–
|
|
|
513
|
Belpointe Asset Management
Reno,
Nevada
|
$1.34M
|
+$10.5K
|
+98
|
+0.7%
|
|
|
514
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.33M
|
+$164K
|
+1,534
|
+15%
|
|
|
515
|
Claro Advisors
Boston,
Massachusetts
|
$1.32M
|
-$424K
|
-3,960
|
-25%
|
|
|
516
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$1.31M
|
–
|
–
|
–
|
|
|
517
|
First Wilshire Securities Management
Pasadena,
California
|
$1.3M
|
–
|
–
|
–
|
|
|
518
|
Diversify Advisory Services
Sandy,
Utah
|
$1.3M
|
+$138K
|
+1,286
|
+12%
|
|
|
519
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$1.29M
|
+$495K
|
+4,632
|
+67%
|
|
|
520
|
|
$1.29M
|
+$1.23M
|
+11,494
|
New
|
|
|
521
|
United Capital Financial Advisors
Irving,
Texas
|
$1.29M
|
-$166K
|
-1,550
|
-12%
|
|
|
522
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$1.29M
|
+$266K
|
+2,486
|
+28%
|
|
|
523
|
Wedbush Securities
Los Angeles,
California
|
$1.28M
|
+$159K
|
+1,484
|
+15%
|
|
|
524
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$1.27M
|
+$24.6K
|
+230
|
+2%
|
|
|
525
|
First Business Financial Services
Madison,
Wisconsin
|
$1.27M
|
–
|
–
|
–
|
|
