|
501
|
Mission Wealth Management
Santa Barbara,
California
|
$7.29M
|
+$1.12M
|
+10,861
|
+18%
|
|
|
502
|
Cardiff Park Advisors
Carlsbad,
California
|
$7.29M
|
-$215K
|
-2,089
|
-3%
|
|
|
503
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$7.27M
|
–
|
–
|
–
|
|
|
504
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$7.22M
|
+$46.8K
|
+455
|
+0.7%
|
|
|
505
|
GreatBanc Trust
Lisle,
Illinois
|
$7.15M
|
–
|
–
|
–
|
|
|
506
|
Amara Financial
San Francisco,
California
|
$7.14M
|
+$223K
|
+2,171
|
+3%
|
|
|
507
|
Cary Street Partners
Richmond,
Virginia
|
$7.14M
|
-$44.9K
|
-437
|
-0.6%
|
|
|
508
|
Sterling Capital Management
Charlotte,
North Carolina
|
$7.13M
|
-$49.8K
|
-484
|
-0.7%
|
|
|
509
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.05M
|
-$154K
|
-1,499
|
-2%
|
|
|
510
|
Chevy Chase Trust
Bethesda,
Maryland
|
$7.03M
|
-$250K
|
-2,434
|
-3%
|
|
|
511
|
Macroview Investment Management
Bethesda,
Maryland
|
$7.02M
|
+$336K
|
+3,265
|
+5%
|
|
|
512
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$6.98M
|
+$1.63M
|
+15,837
|
+31%
|
|
|
513
|
SVB Wealth
Boston,
Massachusetts
|
$6.95M
|
-$56.5K
|
-549
|
-0.8%
|
|
|
514
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$6.95M
|
-$48.5K
|
-472
|
-0.7%
|
|
|
515
|
Atomi Financial Group
New York
|
$6.94M
|
-$256K
|
-2,485
|
-4%
|
|
|
516
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$6.92M
|
-$35.1K
|
-341
|
-0.5%
|
|
|
517
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$6.92M
|
-$3.29M
|
-31,993
|
-32%
|
|
|
518
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$6.92M
|
+$508K
|
+4,939
|
+8%
|
|
|
519
|
Providence First Trust
Scottsdale,
Arizona
|
$6.85M
|
+$493K
|
+4,794
|
+8%
|
|
|
520
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.83M
|
-$40.6K
|
-395
|
-0.6%
|
|
|
521
|
1607 Capital Partners
Richmond,
Virginia
|
$6.83M
|
+$6.76M
|
+65,725
|
New
|
|
|
522
|
Parkway Wealth Management
Plano,
Texas
|
$6.82M
|
+$552K
|
+5,366
|
+9%
|
|
|
523
|
Global Retirement Partners
San Rafael,
California
|
$6.77M
|
+$6.7M
|
+65,174
|
New
|
|
|
524
|
SEI Investments
Oaks,
Pennsylvania
|
$6.76M
|
+$364K
|
+3,543
|
+6%
|
|
|
525
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$6.73M
|
+$112K
|
+1,088
|
+2%
|
|
