|
501
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$6.24M
|
+$514K
|
+4,496
|
+9%
|
|
|
502
|
Heritage Financial Services
Westwood,
Massachusetts
|
$6.18M
|
+$6.2M
|
+54,224
|
New
|
|
|
503
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$6.11M
|
-$18M
|
-157,203
|
-75%
|
|
|
504
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$6.09M
|
-$148K
|
-1,291
|
-2%
|
|
|
505
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$6.06M
|
+$159K
|
+1,386
|
+3%
|
|
|
506
|
Fiducient Advisors
Chicago,
Illinois
|
$6.02M
|
–
|
–
|
–
|
|
|
507
|
Minot Capital
Broomfield,
Colorado
|
$6.01M
|
–
|
–
|
–
|
|
|
508
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$6M
|
-$239K
|
-2,087
|
-4%
|
|
|
509
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$5.96M
|
+$5.7M
|
+49,820
|
+2,066%
|
|
|
510
|
Vestcor Inc
Fredericton,
New Brunswick, Canada
|
$5.93M
|
–
|
–
|
–
|
|
|
511
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$5.92M
|
+$679K
|
+5,934
|
+13%
|
|
|
512
|
Belpointe Asset Management
Reno,
Nevada
|
$5.91M
|
-$3.31M
|
-28,918
|
-36%
|
|
|
513
|
Marcum Wealth
Cleveland,
Ohio
|
$5.87M
|
+$279K
|
+2,440
|
+5%
|
|
|
514
|
Shilanski & Associates
Anchorage,
Alaska
|
$5.81M
|
+$123K
|
+1,073
|
+2%
|
|
|
515
|
RiverGlades Family Offices
Naples,
Florida
|
$5.8M
|
+$160K
|
+1,400
|
+3%
|
|
|
516
|
Lutz Financial Services
Omaha,
Nebraska
|
$5.8M
|
+$275K
|
+2,401
|
+5%
|
|
|
517
|
Pacific Capital Wealth Advisors
Corona,
California
|
$5.74M
|
-$331K
|
-2,896
|
-5%
|
|
|
518
|
Avantax Planning Partners
Dubuque,
Iowa
|
$5.7M
|
+$2.99M
|
+26,139
|
+110%
|
|
|
519
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.69M
|
+$706K
|
+6,171
|
+14%
|
|
|
520
|
Wunderlich Capital Managemnt
Memphis,
Tennessee
|
$5.67M
|
-$78.3K
|
-684
|
-1%
|
|
|
521
|
1ST Source Bank
South Bend,
Indiana
|
$5.63M
|
+$14.9K
|
+130
|
+0.3%
|
|
|
522
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$5.53M
|
–
|
–
|
–
|
|
|
523
|
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
$5.52M
|
+$66.7K
|
+583
|
+1%
|
|
|
524
|
New Capital Management
Houston,
Texas
|
$5.51M
|
+$74.2K
|
+649
|
+1%
|
|
|
525
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$5.51M
|
+$2.42M
|
+21,158
|
+78%
|
|
