|
501
|
Private Asset Management
San Diego,
California
|
$887K
|
-$12.2K
|
-40
|
-1%
|
|
|
502
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$883K
|
+$3.05K
|
+10
|
+0.4%
|
|
|
503
|
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
|
$865K
|
+$11.9K
|
+39
|
+1%
|
|
|
504
|
Personal CFO Solutions
Chester,
New Jersey
|
$862K
|
-$38.4K
|
-126
|
-4%
|
|
|
505
|
Qtron Investments
Boston,
Massachusetts
|
$861K
|
–
|
–
|
–
|
|
|
506
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$860K
|
-$360K
|
-1,181
|
-30%
|
|
|
507
|
SYSTM Wealth Solutions
Chicago,
Illinois
|
$859K
|
+$842K
|
+2,760
|
New
|
|
|
508
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$853K
|
–
|
–
|
–
|
|
|
509
|
Heartland Bank & Trust
Bloomington,
Illinois
|
$831K
|
+$814K
|
+2,670
|
New
|
|
|
510
|
HM Payson & Co
Portland,
Maine
|
$829K
|
-$165K
|
-542
|
-17%
|
|
|
511
|
Cresset Asset Management
Chicago,
Illinois
|
$824K
|
+$368K
|
+1,205
|
+26%
|
|
|
512
|
Coldstream Capital Management
Bellevue,
Washington
|
$816K
|
+$799K
|
+2,620
|
New
|
|
|
513
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$801K
|
+$244K
|
+800
|
+45%
|
|
|
514
|
Copperwynd Financial
Scottsdale,
Arizona
|
$800K
|
-$29.9K
|
-98
|
-4%
|
|
|
515
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$794K
|
-$7.32K
|
-24
|
-0.9%
|
|
|
516
|
Park Place Capital
Homewood,
Alabama
|
$793K
|
+$777K
|
+2,548
|
New
|
|
|
517
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$790K
|
-$294K
|
-963
|
-28%
|
|
|
518
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$789K
|
–
|
–
|
–
|
|
|
519
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$788K
|
-$36.9K
|
-121
|
-5%
|
|
|
520
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$784K
|
+$768K
|
+2,517
|
New
|
|
|
521
|
Fayez Sarofim & Co
Houston,
Texas
|
$781K
|
–
|
–
|
–
|
|
|
522
|
Vectors Research Management
New York
|
$776K
|
–
|
–
|
–
|
|
|
523
|
BMS Financial Advisors
Rapid City,
South Dakota
|
$776K
|
-$28.4K
|
-93
|
-4%
|
|
|
524
|
HNP Capital
Rochester,
New York
|
$776K
|
–
|
–
|
–
|
|
|
525
|
HB Wealth Management
Atlanta,
Georgia
|
$772K
|
-$21K
|
-69
|
-3%
|
|
