|
501
|
Caprock Group
Boise,
Idaho
|
$3.37M
|
+$1.02M
|
+8,385
|
+56%
|
|
|
502
|
EP Wealth Advisors
Torrance,
California
|
$3.37M
|
-$208K
|
-1,714
|
-7%
|
|
|
503
|
CFC Planning Company
Cicero,
Indiana
|
$3.36M
|
+$358K
|
+2,950
|
+15%
|
|
|
504
|
NKCFO LLC
Geneva,
Illinois
|
$3.36M
|
+$2.82M
|
+23,250
|
New
|
|
|
505
|
Bailard
Foster City,
California
|
$3.33M
|
+$323K
|
+2,660
|
+13%
|
|
|
506
|
|
$3.31M
|
+$1.02M
|
+8,402
|
+58%
|
|
|
507
|
Sequoia Financial Advisors
Akron,
Ohio
|
$3.3M
|
+$918K
|
+7,567
|
+50%
|
|
|
508
|
Regency Capital Management
Honolulu,
Hawaii
|
$3.28M
|
+$2.75M
|
+22,682
|
New
|
|
|
509
|
Fortem Financial Group
Palm Desert,
California
|
$3.27M
|
+$792K
|
+6,529
|
+41%
|
|
|
510
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$3.27M
|
-$2.04M
|
-16,787
|
-43%
|
|
|
511
|
MAI Capital Management
Independence,
Ohio
|
$3.27M
|
+$475K
|
+3,916
|
+21%
|
|
|
512
|
Alpha Capital Management
Austin,
Texas
|
$3.24M
|
-$1.58K
|
-13
|
-0.1%
|
|
|
513
|
MUFG Securities EMEA
London,
United Kingdom
|
$3.22M
|
–
|
–
|
–
|
|
|
514
|
KeyBank National Association
Cleveland,
Ohio
|
$3.21M
|
+$63K
|
+519
|
+2%
|
|
|
515
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$3.21M
|
-$272K
|
-2,244
|
-9%
|
|
|
516
|
|
$3.2M
|
+$91K
|
+750
|
+4%
|
|
|
517
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$3.2M
|
-$79.5K
|
-655
|
-3%
|
|
|
518
|
Nicollet Investment Management
Minneapolis,
Minnesota
|
$3.18M
|
+$59.8K
|
+493
|
+2%
|
|
|
519
|
Pin Oak Investment Advisors
Houston,
Texas
|
$3.16M
|
-$21.2K
|
-175
|
-0.8%
|
|
|
520
|
RBA Wealth Management
Newport Beach,
California
|
$3.14M
|
-$21.6K
|
-178
|
-0.8%
|
|
|
521
|
|
$3.13M
|
+$2.63M
|
+21,656
|
New
|
|
|
522
|
Cox Capital Management
Andover,
Massachusetts
|
$3.12M
|
+$26K
|
+214
|
+1%
|
|
|
523
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$3.09M
|
+$185K
|
+1,523
|
+8%
|
|
|
524
|
Caitong International Asset Management
Hong Kong
|
$3.08M
|
+$2.59M
|
+21,320
|
+533,000%
|
|
|
525
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$3.05M
|
+$232K
|
+1,915
|
+9%
|
|
