|
501
|
First Business Financial Services
Madison,
Wisconsin
|
$4.49M
|
–
|
–
|
–
|
|
|
502
|
Goelzer Investment Management
Carmel,
Indiana
|
$4.49M
|
–
|
–
|
–
|
|
|
503
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$4.49M
|
–
|
–
|
–
|
|
|
504
|
IFC Advisors
Los Angeles,
California
|
$4.49M
|
–
|
–
|
–
|
|
|
505
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$4.49M
|
–
|
–
|
–
|
|
|
506
|
Journey Advisory Group
Covington,
Kentucky
|
$4.49M
|
–
|
–
|
–
|
|
|
507
|
KP Management
Edina,
Minnesota
|
$4.49M
|
–
|
–
|
–
|
|
|
508
|
North Star Investment Management
Chicago,
Illinois
|
$4.49M
|
–
|
–
|
–
|
|
|
509
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$4.49M
|
–
|
–
|
–
|
|
|
510
|
Parthenon LLC
Louisville,
Kentucky
|
$4.49M
|
–
|
–
|
–
|
|
|
511
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$4.49M
|
–
|
–
|
–
|
|
|
512
|
PFG Investments
Woodbury,
New York
|
$4.49M
|
–
|
–
|
–
|
|
|
513
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$4.49M
|
–
|
–
|
–
|
|
|
514
|
Principle Wealth Partners
Madison,
Connecticut
|
$4.49M
|
–
|
–
|
–
|
|
|
515
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$4.49M
|
–
|
–
|
–
|
|
|
516
|
Sittner & Nelson
Eugene,
Oregon
|
$4.49M
|
–
|
–
|
–
|
|
|
517
|
Summit Trail Advisors
New York
|
$4.49M
|
–
|
–
|
–
|
|
|
518
|
Sunpointe
St. Louis,
Missouri
|
$4.49M
|
–
|
–
|
–
|
|
|
519
|
Whitegate Investment Counselors
Concord,
New Hampshire
|
$4.49M
|
–
|
–
|
–
|
|
|
520
|
Trailhead Planners
Edina,
Minnesota
|
$4.49M
|
+$4.33M
|
+6
|
New
|
|
|
521
|
Birinyi Associates
Westport,
Connecticut
|
$4.49M
|
–
|
–
|
–
|
|
|
522
|
Jones Financial Companies
Des Peres,
Missouri
|
$4.48M
|
+$721K
|
+1
|
+20%
|
|
|
523
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$4.44M
|
–
|
–
|
–
|
|
|
524
|
Townsend & Associates
Westminster,
Colorado
|
$4.42M
|
–
|
–
|
–
|
|
|
525
|
OceanIQ Capital
Palo Alto,
California
|
$3.88M
|
+$3.61M
|
+5
|
New
|
|
