|
201
|
CVA Family Office
Denver,
Colorado
|
$606K
|
+$606K
|
+13,010
|
New
|
|
|
202
|
BCR Wealth Strategies
Vestavia,
Alabama
|
$602K
|
–
|
–
|
–
|
|
|
203
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$590K
|
-$52K
|
-1,116
|
-8%
|
|
|
204
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$584K
|
+$183K
|
+3,923
|
+45%
|
|
|
205
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$582K
|
–
|
–
|
–
|
|
|
206
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$579K
|
+$194K
|
+4,177
|
+51%
|
|
|
207
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$562K
|
-$7.36K
|
-158
|
-1%
|
|
|
208
|
NCM Capital Management
Ramsey,
New Jersey
|
$551K
|
+$792
|
+17
|
+0.1%
|
|
|
209
|
|
$549K
|
–
|
–
|
–
|
|
|
210
|
Vista Capital Partners
Portland,
Oregon
|
$549K
|
–
|
–
|
–
|
|
|
211
|
Investmark Advisory Group
Shelton,
Connecticut
|
$543K
|
+$268K
|
+5,758
|
+98%
|
|
|
212
|
Integrated Advisors Network
Dallas,
Texas
|
$539K
|
-$11.8K
|
-254
|
-2%
|
|
|
213
|
Burleson & Co
Petaluma,
California
|
$521K
|
–
|
–
|
–
|
|
|
214
|
Five Oceans Advisors
Santa Monica,
California
|
$511K
|
+$279
|
+6
|
+0.1%
|
|
|
215
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$508K
|
–
|
–
|
–
|
|
|
216
|
Aveo Capital Partners
Englewood,
Colorado
|
$507K
|
-$133K
|
-2,867
|
-21%
|
|
|
217
|
Strategic Financial Services
Utica,
New York
|
$499K
|
–
|
–
|
–
|
|
|
218
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$496K
|
–
|
–
|
–
|
|
|
219
|
Whittier Trust
South Pasadena,
California
|
$494K
|
+$93
|
+2
|
+0%
|
|
|
220
|
Koshinski Asset Management
Decatur,
Illinois
|
$484K
|
+$484K
|
+10,396
|
New
|
|
|
221
|
Fortis Advisors
Wayne,
Pennsylvania
|
$483K
|
+$931
|
+20
|
+0.2%
|
|
|
222
|
Geneos Wealth Management
Englewood,
Colorado
|
$477K
|
+$477K
|
+10,249
|
New
|
|
|
223
|
Sand Hill Global Advisors
Palo Alto,
California
|
$469K
|
–
|
–
|
–
|
|
|
224
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$469K
|
+$838
|
+18
|
+0.2%
|
|
|
225
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$463K
|
-$89.8K
|
-1,929
|
-16%
|
|
