|
501
|
True Link Financial Advisors
San Francisco,
California
|
$589K
|
–
|
–
|
–
|
|
|
502
|
25 LLC
St. Louis,
Missouri
|
$584K
|
-$62.8K
|
-1,275
|
-10%
|
|
|
503
|
Samalin Investment Counsel
Chappaqua,
New York
|
$571K
|
+$21.5K
|
+436
|
+4%
|
|
|
504
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$569K
|
+$33.9K
|
+688
|
+6%
|
|
|
505
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$568K
|
+$31K
|
+630
|
+6%
|
|
|
506
|
Lido Advisors
Los Angeles,
California
|
$564K
|
+$131K
|
+2,656
|
+30%
|
|
|
507
|
Latitude Advisors
Vero Beach,
Florida
|
$562K
|
-$37.8K
|
-768
|
-6%
|
|
|
508
|
LWMG LLC
Lake Elmo,
Minnesota
|
$562K
|
+$15.4K
|
+313
|
+3%
|
|
|
509
|
Valeo Financial Advisors
Carmel,
Indiana
|
$562K
|
-$56.5K
|
-1,147
|
-9%
|
|
|
510
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$551K
|
-$18.1K
|
-368
|
-3%
|
|
|
511
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$546K
|
–
|
–
|
–
|
|
|
512
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$537K
|
+$540K
|
+10,974
|
New
|
|
|
513
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$536K
|
+$262K
|
+5,314
|
+94%
|
|
|
514
|
Cresset Asset Management
Chicago,
Illinois
|
$534K
|
+$537K
|
+10,904
|
New
|
|
|
515
|
WrapManager Inc
Mill Valley,
California
|
$532K
|
-$36.2K
|
-735
|
-6%
|
|
|
516
|
First Foundation Advisors
Irvine,
California
|
$525K
|
+$528K
|
+10,725
|
New
|
|
|
517
|
Droms Strauss Advisors
St. Louis,
Missouri
|
$520K
|
+$236K
|
+4,798
|
+81%
|
|
|
518
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$507K
|
-$73K
|
-1,483
|
-13%
|
|
|
519
|
D.A. Davidson & Co
Great Falls,
Montana
|
$503K
|
-$85.1K
|
-1,728
|
-14%
|
|
|
520
|
Harbor Group
Bedford,
New Hampshire
|
$498K
|
+$17.4K
|
+353
|
+4%
|
|
|
521
|
Hobart Private Capital
Charlotte,
North Carolina
|
$492K
|
-$18.4K
|
-374
|
-4%
|
|
|
522
|
Osborne Partners Capital Management
San Francisco,
California
|
$492K
|
–
|
–
|
–
|
|
|
523
|
Evanson Asset Management
Carmel,
California
|
$491K
|
–
|
–
|
–
|
|
|
524
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$488K
|
+$491K
|
+9,966
|
New
|
|
|
525
|
MA Private Wealth
San Carlos,
California
|
$488K
|
-$49
|
-1
|
-0%
|
|
