|
501
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$1.27M
|
+$51.7K
|
+591
|
+4%
|
|
|
502
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.26M
|
–
|
–
|
–
|
|
|
503
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.26M
|
+$1.23M
|
+14,073
|
New
|
|
|
504
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.26M
|
+$362K
|
+4,146
|
+41%
|
|
|
505
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.25M
|
–
|
–
|
–
|
|
|
506
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.25M
|
+$87
|
+1
|
+0%
|
|
|
507
|
Addison Capital
Conshohocken,
Pennsylvania
|
$1.24M
|
-$437
|
-5
|
-0%
|
|
|
508
|
TrueWealth LLC
Atlanta,
Georgia
|
$1.24M
|
-$221K
|
-2,525
|
-15%
|
|
|
509
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.24M
|
+$222K
|
+2,541
|
+22%
|
|
|
510
|
DeDora Capital
Napa,
California
|
$1.24M
|
+$46K
|
+526
|
+4%
|
|
|
511
|
Community Bank
Dewitt,
New York
|
$1.22M
|
+$12.5K
|
+143
|
+1%
|
|
|
512
|
Franklin Resources
San Mateo,
California
|
$1.22M
|
+$406K
|
+4,642
|
+51%
|
|
|
513
|
Global Financial Private Capital
Sarasota,
Florida
|
$1.2M
|
+$37.2K
|
+425
|
+3%
|
|
|
514
|
World Investment Advisors
Santa Barbara,
California
|
$1.19M
|
+$262K
|
+2,993
|
+29%
|
|
|
515
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.18M
|
+$904K
|
+10,346
|
+341%
|
|
|
516
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.17M
|
+$681K
|
+7,786
|
+141%
|
|
|
517
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.17M
|
+$71.9K
|
+822
|
+7%
|
|
|
518
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.16M
|
+$6.82K
|
+78
|
+0.6%
|
|
|
519
|
PAX Financial Group
San Antonio,
Texas
|
$1.16M
|
-$58.5K
|
-669
|
-5%
|
|
|
520
|
Sonata Capital Group
Seattle,
Washington
|
$1.15M
|
+$43.7K
|
+500
|
+4%
|
|
|
521
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.14M
|
-$237K
|
-2,716
|
-17%
|
|
|
522
|
King Wealth Management Group
Naples,
Florida
|
$1.14M
|
–
|
–
|
–
|
|
|
523
|
Managed Account Services
Coconut Grove,
Florida
|
$1.14M
|
+$1.11M
|
+12,750
|
New
|
|
|
524
|
WFA of San Diego
San Diego,
California
|
$1.12M
|
+$1.11M
|
+12,672
|
New
|
|
|
525
|
Balentine LLC
Atlanta,
Georgia
|
$1.11M
|
+$478K
|
+5,465
|
+77%
|
|
