|
501
|
Capital Planning Advisors
Roseville,
California
|
$378K
|
+$2.12K
|
+70
|
+0.6%
|
|
|
502
|
Inverness Counsel
New York
|
$377K
|
–
|
–
|
–
|
|
|
503
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$377K
|
–
|
–
|
–
|
|
|
504
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$377K
|
+$176K
|
+5,815
|
+87%
|
|
|
505
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$374K
|
-$4.78K
|
-158
|
-1%
|
|
|
506
|
EP Wealth Advisors
Torrance,
California
|
$374K
|
+$111K
|
+3,686
|
+42%
|
|
|
507
|
Landsberg Bennett & Dubbaneh
Punta Gorda,
Florida
|
$373K
|
+$122K
|
+4,038
|
+50%
|
|
|
508
|
Strategy Asset Managers
Pasadena,
California
|
$367K
|
+$368K
|
+12,186
|
New
|
|
|
509
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$365K
|
-$52.9K
|
-1,750
|
-13%
|
|
|
510
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$362K
|
+$30.2K
|
+1,000
|
+9%
|
|
|
511
|
Valeo Financial Advisors
Carmel,
Indiana
|
$357K
|
-$79.4K
|
-2,625
|
-19%
|
|
|
512
|
Wealthspire Advisors (New York)
New York
|
$356K
|
+$357K
|
+11,813
|
New
|
|
|
513
|
Natixis Advisors
Boston,
Massachusetts
|
$353K
|
+$354K
|
+11,702
|
New
|
|
|
514
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$344K
|
+$345K
|
+11,398
|
New
|
|
|
515
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$339K
|
-$38.2K
|
-1,265
|
-10%
|
|
|
516
|
Dowling & Yahnke
San Diego,
California
|
$338K
|
+$85K
|
+2,812
|
+33%
|
|
|
517
|
Boston Financial Management
Boston,
Massachusetts
|
$335K
|
–
|
–
|
–
|
|
|
518
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$335K
|
+$61.3K
|
+2,028
|
+22%
|
|
|
519
|
Altavista Wealth Management
Asheville,
North Carolina
|
$332K
|
-$30.2K
|
-1,000
|
-8%
|
|
|
520
|
Koshinski Asset Management
Decatur,
Illinois
|
$332K
|
+$22.7K
|
+750
|
+7%
|
|
|
521
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$332K
|
+$166K
|
+5,505
|
+100%
|
|
|
522
|
Realta Investment Advisors
Wilmington,
Delaware
|
$330K
|
-$457K
|
-15,116
|
-58%
|
|
|
523
|
IHT Wealth Management
Chicago,
Illinois
|
$325K
|
+$163K
|
+5,386
|
+100%
|
|
|
524
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$324K
|
-$1.6M
|
-52,976
|
-83%
|
|
|
525
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$322K
|
+$227K
|
+7,498
|
+247%
|
|
