|
501
|
RMR Wealth Builders
Montclair,
New Jersey
|
$468K
|
–
|
–
|
–
|
|
|
502
|
Operose Advisors
Milwaukee,
Wisconsin
|
$465K
|
+$56.7K
|
+652
|
+14%
|
|
|
503
|
L & S Advisors
Los Angeles,
California
|
$462K
|
+$5.04K
|
+58
|
+1%
|
|
|
504
|
Vista Capital Partners
Portland,
Oregon
|
$460K
|
-$79.2K
|
-911
|
-14%
|
|
|
505
|
Parcion Private Wealth
Bellevue,
Washington
|
$457K
|
–
|
–
|
–
|
|
|
506
|
Vistica Wealth Advisors
Carlsbad,
California
|
$457K
|
+$129K
|
+1,485
|
+38%
|
|
|
507
|
Fort Vancouver Investment Management
Vancouver,
Washington
|
$456K
|
-$40.7K
|
-468
|
-8%
|
|
|
508
|
US Bancorp
Minneapolis,
Minnesota
|
$456K
|
+$421K
|
+4,847
|
+915%
|
|
|
509
|
KFA Private Wealth Group
Tysons,
Virginia
|
$454K
|
-$5.82K
|
-67
|
-1%
|
|
|
510
|
Atala Financial
Calabasas,
California
|
$453K
|
–
|
–
|
–
|
|
|
511
|
Alpha Financial Advisors
Charlotte,
North Carolina
|
$452K
|
–
|
–
|
–
|
|
|
512
|
Independent Financial Group
San Diego,
California
|
$451K
|
+$175K
|
+2,015
|
+61%
|
|
|
513
|
D'Orazio & Associates
Falls Church,
Virginia
|
$450K
|
+$461K
|
+5,304
|
New
|
|
|
514
|
Strategic Wealth Partners
Independence,
Ohio
|
$447K
|
-$38.2K
|
-440
|
-8%
|
|
|
515
|
Aspiriant LLC
Los Angeles,
California
|
$434K
|
–
|
–
|
–
|
|
|
516
|
Prosperitas Financial
Valencia,
California
|
$432K
|
+$163K
|
+1,873
|
+58%
|
|
|
517
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$432K
|
–
|
–
|
–
|
|
|
518
|
Ruedi Wealth Management
Champaign,
Illinois
|
$430K
|
-$87
|
-1
|
-0%
|
|
|
519
|
Global Trust Wealth Management
West Palm Beach,
Florida
|
$429K
|
-$21.7K
|
-250
|
-5%
|
|
|
520
|
Andrews Lucia Wealth Management
Danville,
California
|
$425K
|
+$435K
|
+5,004
|
New
|
|
|
521
|
PFG Investments
Woodbury,
New York
|
$424K
|
-$13.9K
|
-160
|
-3%
|
|
|
522
|
Asset Dedication LLC
San Francisco,
California
|
$413K
|
-$15.4K
|
-177
|
-4%
|
|
|
523
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$411K
|
–
|
–
|
–
|
|
|
524
|
Geneos Wealth Management
Englewood,
Colorado
|
$400K
|
–
|
–
|
–
|
|
|
525
|
High Net Worth Advisory Group
Naples,
Florida
|
$389K
|
+$153K
|
+1,766
|
+63%
|
|
