|
501
|
Concurrent Investment Advisors
Tampa,
Florida
|
$225K
|
+$215K
|
+7,121
|
New
|
|
|
502
|
Scratch Capital
Boise,
Idaho
|
$224K
|
+$5.3K
|
+176
|
+3%
|
|
|
503
|
Asset Dedication LLC
San Francisco,
California
|
$223K
|
-$12.4K
|
-411
|
-5%
|
|
|
504
|
Wealthspan Partners
Davenport,
Iowa
|
$222K
|
-$2.83K
|
-94
|
-1%
|
|
|
505
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$212K
|
+$24.4K
|
+811
|
+14%
|
|
|
506
|
Citrine Capital
San Francisco,
California
|
$207K
|
+$198K
|
+6,562
|
New
|
|
|
507
|
Strathmore Capital Advisors
Charlotte,
North Carolina
|
$205K
|
+$195K
|
+6,487
|
New
|
|
|
508
|
Silver Oak Advisory Group
Portland,
Oregon
|
$204K
|
+$195K
|
+6,487
|
New
|
|
|
509
|
Signet Financial Management
Parsippany,
New Jersey
|
$202K
|
+$193K
|
+6,397
|
New
|
|
|
510
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$200K
|
+$191K
|
+6,353
|
New
|
|
|
511
|
|
$150K
|
+$18.4K
|
+612
|
+15%
|
|
|
512
|
Orion Capital Management
Coronado,
California
|
$131K
|
–
|
–
|
–
|
|
|
513
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$127K
|
–
|
–
|
–
|
|
|
514
|
Elevation Wealth Partners
Santa Rosa,
California
|
$124K
|
+$844
|
+28
|
+0.7%
|
|
|
515
|
North Star Investment Management
Chicago,
Illinois
|
$111K
|
–
|
–
|
–
|
|
|
516
|
|
$95.9K
|
-$15.2K
|
-504
|
-14%
|
|
|
517
|
US Bancorp
Minneapolis,
Minnesota
|
$83.1K
|
+$74.7K
|
+2,481
|
+1,601%
|
|
|
518
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$71.2K
|
–
|
–
|
–
|
|
|
519
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$70.3K
|
+$90
|
+3
|
+0.1%
|
|
|
520
|
Jones Financial Companies
Des Peres,
Missouri
|
$62.3K
|
+$58.5K
|
+1,941
|
+3,290%
|
|
|
521
|
Glassman Wealth Services
Vienna,
Virginia
|
$53.3K
|
–
|
–
|
–
|
|
|
522
|
Retirement Wealth Solutions
Marshfield,
Wisconsin
|
$52.6K
|
+$50.3K
|
+1,669
|
New
|
|
|
523
|
Grand Wealth Management
Grand Rapids,
Michigan
|
$50.1K
|
–
|
–
|
–
|
|
|
524
|
Sittner & Nelson
Eugene,
Oregon
|
$48.4K
|
-$93.5K
|
-3,105
|
-67%
|
|
|
525
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$45.9K
|
–
|
–
|
–
|
|
