|
501
|
Coastline Trust
Providence,
Rhode Island
|
$11.7M
|
+$2.28M
|
+23,000
|
+24%
|
|
|
502
|
LeConte Wealth Management
Maryville,
Tennessee
|
$11.6M
|
+$962K
|
+9,719
|
+9%
|
|
|
503
|
Valmark Advisers
Akron,
Ohio
|
$11.5M
|
-$1.11M
|
-11,249
|
-9%
|
|
|
504
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$11.4M
|
-$3.89M
|
-39,295
|
-25%
|
|
|
505
|
Avior Wealth Management
Omaha,
Nebraska
|
$11.4M
|
-$17.7M
|
-178,708
|
-61%
|
|
|
506
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$11.3M
|
-$1.31M
|
-13,192
|
-10%
|
|
|
507
|
Belpointe Asset Management
Reno,
Nevada
|
$11.3M
|
+$684K
|
+6,910
|
+6%
|
|
|
508
|
Geneos Wealth Management
Englewood,
Colorado
|
$11.3M
|
+$116K
|
+1,173
|
+1%
|
|
|
509
|
MGO One Seven
Beachwood,
Ohio
|
$11.2M
|
-$395K
|
-3,994
|
-3%
|
|
|
510
|
Cerity Partners OCIO
New York
|
$11.2M
|
-$804K
|
-8,126
|
-7%
|
|
|
511
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$11.2M
|
+$39.7K
|
+401
|
+0.4%
|
|
|
512
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$11.1M
|
+$2.02M
|
+20,381
|
+22%
|
|
|
513
|
Country Trust Bank
Bloomington,
Illinois
|
$11.1M
|
-$17.6M
|
-177,714
|
-61%
|
|
|
514
|
Roundview Capital
Princeton,
New Jersey
|
$11.1M
|
-$749K
|
-7,569
|
-6%
|
|
|
515
|
Cosner Financial Group
Windsor,
Colorado
|
$11.1M
|
+$503K
|
+5,085
|
+5%
|
|
|
516
|
CIBC World Market
Toronto,
Ontario, Canada
|
$10.9M
|
+$192K
|
+1,943
|
+2%
|
|
|
517
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$10.9M
|
+$583K
|
+5,895
|
+6%
|
|
|
518
|
NorthCrest Asset Manangement
Plymouth,
Minnesota
|
$10.9M
|
+$743K
|
+7,509
|
+7%
|
|
|
519
|
Harpswell Capital Advisors
Yarmouth,
Maine
|
$10.9M
|
+$609K
|
+6,156
|
+6%
|
|
|
520
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$10.8M
|
-$214K
|
-2,158
|
-2%
|
|
|
521
|
Kingswood Wealth Advisors
San Diego,
California
|
$10.8M
|
+$10.6K
|
+107
|
+0.1%
|
|
|
522
|
Merited Wealth
North Bay Village,
Florida
|
$10.7M
|
+$4.8M
|
+48,517
|
+81%
|
|
|
523
|
IEQ Capital
Foster City,
California
|
$10.7M
|
-$1.2M
|
-12,103
|
-10%
|
|
|
524
|
Main Management
San Francisco,
California
|
$10.7M
|
-$78.8K
|
-796
|
-0.7%
|
|
|
525
|
Koenig Investment Advisory
Ashland,
Oregon
|
$10.7M
|
+$269K
|
+2,718
|
+3%
|
|
