|
501
|
Webster Bank
Waterbury,
Connecticut
|
$2.45M
|
+$711K
|
+7,712
|
+44%
|
|
|
502
|
Holistic Planning
Nacogdoches,
Texas
|
$2.44M
|
+$1.74M
|
+18,883
|
+295%
|
|
|
503
|
Atria Investments
Charlotte,
North Carolina
|
$2.44M
|
-$701K
|
-7,606
|
-23%
|
|
|
504
|
Tradition Wealth Management
Edina,
Minnesota
|
$2.39M
|
-$1.13M
|
-12,268
|
-33%
|
|
|
505
|
Holos Integrated Wealth
Kennett Square,
Pennsylvania
|
$2.39M
|
-$208K
|
-2,258
|
-8%
|
|
|
506
|
Capstone Wealth Management
Billings,
Montana
|
$2.36M
|
+$140K
|
+1,522
|
+6%
|
|
|
507
|
Kelleher Financial Advisors
New York
|
$2.35M
|
+$2.24M
|
+24,327
|
New
|
|
|
508
|
Outbound Financial Inc
Boulder,
Colorado
|
$2.33M
|
-$6.18K
|
-67
|
-0.3%
|
|
|
509
|
Kachkovsky & Fisher Inc
San Diego,
California
|
$2.33M
|
+$2.22M
|
+24,109
|
New
|
|
|
510
|
Centerpoint Advisory Group
Overland Park,
Kansas
|
$2.32M
|
+$85.9K
|
+931
|
+4%
|
|
|
511
|
BOK Financial Private Wealth
Denver,
Colorado
|
$2.31M
|
+$320K
|
+3,475
|
+17%
|
|
|
512
|
Endeavor Private Wealth
Topeka,
Kansas
|
$2.29M
|
+$192K
|
+2,082
|
+10%
|
|
|
513
|
MONECO Advisors
Fairfield,
Connecticut
|
$2.28M
|
+$2.18M
|
+23,594
|
New
|
|
|
514
|
Hicks Capital Management
Columbus,
Ohio
|
$2.25M
|
+$57.1K
|
+619
|
+3%
|
|
|
515
|
Signal Advisors Wealth
Detroit,
Michigan
|
$2.24M
|
-$436K
|
-4,728
|
-17%
|
|
|
516
|
Evensky & Katz
Coral Gables,
Florida
|
$2.23M
|
+$2.49K
|
+27
|
+0.1%
|
|
|
517
|
|
$2.23M
|
+$146K
|
+1,583
|
+7%
|
|
|
518
|
LAM Group
Lake Oswego,
Oregon
|
$2.21M
|
+$114K
|
+1,235
|
+6%
|
|
|
519
|
Asset Dedication LLC
San Francisco,
California
|
$2.18M
|
-$47.1K
|
-511
|
-2%
|
|
|
520
|
Pathstone Holdings
Englewood,
New Jersey
|
$2.17M
|
+$5.9K
|
+64
|
+0.3%
|
|
|
521
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.16M
|
+$727K
|
+7,880
|
+54%
|
|
|
522
|
IFG Advisory
Atlanta,
Georgia
|
$2.16M
|
+$2.06M
|
+22,389
|
New
|
|
|
523
|
Scarborough Advisors
Annapolis,
Maryland
|
$2.13M
|
-$14.5M
|
-157,578
|
-88%
|
|
|
524
|
Cogent Private Wealth
Orlando,
Florida
|
$2.12M
|
+$122K
|
+1,319
|
+6%
|
|
|
525
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$2.11M
|
+$333K
|
+3,615
|
+20%
|
|
