|
501
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$1.19M
|
+$1.14M
|
+4
|
New
|
|
|
502
|
Oak Grove Capital
North Hampton,
New Hampshire
|
$1.19M
|
+$1.14M
|
+4
|
New
|
|
|
503
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$1.19M
|
+$1.14M
|
+4
|
New
|
|
|
504
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.19M
|
+$113M
|
+397
|
+13,233%
|
|
|
505
|
Vista Capital Partners
Portland,
Oregon
|
$1.07M
|
+$740M
|
+2,600
|
+93%
|
|
|
506
|
Newport Wealth Strategies
Irvine,
California
|
$970K
|
+$854K
|
+3
|
New
|
|
|
507
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$912K
|
+$285K
|
+1
|
+50%
|
|
|
508
|
Cetera Advisors
Denver,
Colorado
|
$894K
|
–
|
–
|
–
|
|
|
509
|
|
$894K
|
–
|
–
|
–
|
|
|
510
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$893K
|
-$570K
|
-2
|
-40%
|
|
|
511
|
MV Capital Management
Bethesda,
Maryland
|
$893K
|
-$285K
|
-1
|
-25%
|
|
|
512
|
|
$893K
|
–
|
–
|
–
|
|
|
513
|
AllianceBernstein
Nashville,
Tennessee
|
$893K
|
–
|
–
|
–
|
|
|
514
|
Allworth Financial
Folsom,
California
|
$893K
|
–
|
–
|
–
|
|
|
515
|
Baltimore Capital Management
Baltimore,
Maryland
|
$893K
|
–
|
–
|
–
|
|
|
516
|
Beach Investment Counsel
West Conshohocken,
Pennsylvania
|
$893K
|
–
|
–
|
–
|
|
|
517
|
BOK Financial Private Wealth
Denver,
Colorado
|
$893K
|
–
|
–
|
–
|
|
|
518
|
Boston Trust Walden
Boston,
Massachusetts
|
$893K
|
–
|
–
|
–
|
|
|
519
|
Campbell Newman Asset Management
Milwaukee,
Wisconsin
|
$893K
|
–
|
–
|
–
|
|
|
520
|
Capital Planning Advisors
Roseville,
California
|
$893K
|
–
|
–
|
–
|
|
|
521
|
Chelsea Counsel Company
Los Angeles,
California
|
$893K
|
–
|
–
|
–
|
|
|
522
|
Cobiz Wealth
Denver,
Colorado
|
$893K
|
–
|
–
|
–
|
|
|
523
|
Dimensional Fund Advisors
Austin,
Texas
|
$893K
|
–
|
–
|
–
|
|
|
524
|
Dodge & Cox
San Francisco,
California
|
$893K
|
–
|
–
|
–
|
|
|
525
|
Edgewood Management
Greenwich,
Connecticut
|
$893K
|
–
|
–
|
–
|
|
