|
501
|
Kingswood Wealth Advisors
San Diego,
California
|
$919K
|
+$873K
|
+17,642
|
New
|
|
|
502
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$909K
|
+$864K
|
+17,456
|
New
|
|
|
503
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$909K
|
–
|
–
|
–
|
|
|
504
|
Oppenheimer & Co
New York
|
$908K
|
+$65.4K
|
+1,322
|
+8%
|
|
|
505
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$908K
|
+$99.1K
|
+2,003
|
+13%
|
|
|
506
|
Custom Index Systems
New York
|
$898K
|
+$853K
|
+17,240
|
New
|
|
|
507
|
Soundmark Wealth Management
Kirkland,
Washington
|
$894K
|
+$9.75K
|
+197
|
+1%
|
|
|
508
|
Angeles Wealth Management
Santa Monica,
California
|
$884K
|
+$7.42K
|
+150
|
+0.9%
|
|
|
509
|
Marcum Wealth
Cleveland,
Ohio
|
$880K
|
-$40.8K
|
-824
|
-5%
|
|
|
510
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$877K
|
+$15K
|
+303
|
+2%
|
|
|
511
|
Dentgroup
Baton Rouge,
Louisiana
|
$872K
|
-$389K
|
-7,852
|
-32%
|
|
|
512
|
Midwest Heritage Bank
West Des Moines,
Iowa
|
$862K
|
+$14.3K
|
+289
|
+2%
|
|
|
513
|
International Assets Investment Management
Orlando,
Florida
|
$862K
|
+$818K
|
+16,536
|
New
|
|
|
514
|
NBT Bank
Norwich,
New York
|
$860K
|
+$817K
|
+16,515
|
New
|
|
|
515
|
LWMG LLC
Lake Elmo,
Minnesota
|
$848K
|
-$89.1K
|
-1,800
|
-10%
|
|
|
516
|
Alterna Wealth Management
Houston,
Texas
|
$846K
|
-$137K
|
-2,774
|
-15%
|
|
|
517
|
Ciovacco Capital Management
Atlanta,
Georgia
|
$840K
|
-$51.7K
|
-1,044
|
-6%
|
|
|
518
|
Opinicus Capital
Tampa,
Florida
|
$837K
|
+$795K
|
+16,072
|
New
|
|
|
519
|
D.A. Davidson & Co
Great Falls,
Montana
|
$828K
|
+$121K
|
+2,444
|
+18%
|
|
|
520
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$826K
|
+$47.6K
|
+961
|
+6%
|
|
|
521
|
Coldstream Capital Management
Bellevue,
Washington
|
$824K
|
+$782K
|
+15,812
|
New
|
|
|
522
|
Theory Financial
Fort Collins,
Colorado
|
$812K
|
-$173K
|
-3,489
|
-18%
|
|
|
523
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$810K
|
+$98.9K
|
+1,999
|
+15%
|
|
|
524
|
GFS Advisors
Houston,
Texas
|
$803K
|
-$43.3K
|
-875
|
-5%
|
|
|
525
|
|
$797K
|
-$194K
|
-3,922
|
-20%
|
|
