|
501
|
Legacy Solutions LLC
Kennett Square,
Pennsylvania
|
$779K
|
–
|
–
|
–
|
|
|
502
|
United Capital Financial Advisors
Irving,
Texas
|
$776K
|
+$200K
|
+2,242
|
+30%
|
|
|
503
|
Triumph Capital Management
Denver,
Colorado
|
$770K
|
-$141K
|
-1,575
|
-14%
|
|
|
504
|
Tradition Wealth Management
Edina,
Minnesota
|
$766K
|
+$92.1K
|
+1,031
|
+12%
|
|
|
505
|
Alpha Financial Partners
Lexington,
Kentucky
|
$758K
|
+$175K
|
+1,959
|
+26%
|
|
|
506
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$755K
|
+$893
|
+10
|
+0.1%
|
|
|
507
|
Segment Wealth Management
Houston,
Texas
|
$754K
|
-$4.96M
|
-55,500
|
-85%
|
|
|
508
|
Parallel Advisors
San Francisco,
California
|
$751K
|
-$163K
|
-1,826
|
-16%
|
|
|
509
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$741K
|
+$833K
|
+9,326
|
New
|
|
|
510
|
Tokio Marine Asset Management
Tokyo,
Japan
|
$739K
|
+$125K
|
+1,400
|
+18%
|
|
|
511
|
|
$734K
|
+$8.93K
|
+100
|
+1%
|
|
|
512
|
Lifelong Wealth Advisors
Arden Hills,
Minnesota
|
$734K
|
-$821K
|
-9,193
|
-50%
|
|
|
513
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$733K
|
+$82.8K
|
+927
|
+11%
|
|
|
514
|
Oakmont Advisory Group
Albuquerque,
New Mexico
|
$730K
|
+$41.6K
|
+466
|
+5%
|
|
|
515
|
Middleton & Co
Boston,
Massachusetts
|
$727K
|
–
|
–
|
–
|
|
|
516
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$716K
|
+$805K
|
+9,010
|
New
|
|
|
517
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$713K
|
-$12.9K
|
-145
|
-2%
|
|
|
518
|
Lederer & Associates Investment Counsel
Long Beach,
California
|
$705K
|
+$793K
|
+8,881
|
New
|
|
|
519
|
Wealthcare Capital Management
Richmond,
Virginia
|
$698K
|
-$45.1K
|
-505
|
-5%
|
|
|
520
|
Access Investment Management
Atlanta,
Georgia
|
$696K
|
+$414K
|
+4,639
|
+113%
|
|
|
521
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$696K
|
+$782K
|
+8,759
|
New
|
|
|
522
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$695K
|
-$913K
|
-10,223
|
-54%
|
|
|
523
|
Independent Wealth Network
Urbandale,
Iowa
|
$693K
|
+$165K
|
+1,849
|
+27%
|
|
|
524
|
Proficio Capital Partners
Newton,
Massachusetts
|
$690K
|
–
|
–
|
–
|
|
|
525
|
Matrix Trust Company
Denver,
Colorado
|
$688K
|
+$55.4K
|
+621
|
+8%
|
|
