|
501
|
First Personal Financial Services
Charlotte,
North Carolina
|
$193K
|
–
|
–
|
–
|
|
|
502
|
YorkBridge Wealth Partners
New York
|
$183K
|
-$13.8K
|
-117
|
-7%
|
|
|
503
|
Bessemer Group
Woodbridge,
New Jersey
|
$183K
|
–
|
–
|
–
|
|
|
504
|
Security National Trust
Wheeling,
West Virginia
|
$183K
|
–
|
–
|
–
|
|
|
505
|
KHP Capital
Tulsa,
Oklahoma
|
$177K
|
–
|
–
|
–
|
|
|
506
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$171K
|
+$58.9K
|
+500
|
+56%
|
|
|
507
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$170K
|
-$8.6K
|
-73
|
-5%
|
|
|
508
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$168K
|
–
|
–
|
–
|
|
|
509
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$167K
|
-$52.3K
|
-444
|
-24%
|
|
|
510
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$164K
|
+$6.24K
|
+53
|
+4%
|
|
|
511
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$161K
|
–
|
–
|
–
|
|
|
512
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$161K
|
+$155K
|
+1,318
|
New
|
|
|
513
|
AUA Capital Management
Camp Hill,
Pennsylvania
|
$146K
|
–
|
–
|
–
|
|
|
514
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$146K
|
–
|
–
|
–
|
|
|
515
|
Bollard Group
Boston,
Massachusetts
|
$144K
|
+$236
|
+2
|
+0.2%
|
|
|
516
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$139K
|
–
|
–
|
–
|
|
|
517
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$128K
|
–
|
–
|
–
|
|
|
518
|
Schroder Investment Management Group
London,
United Kingdom
|
$119K
|
–
|
–
|
–
|
|
|
519
|
North Star Investment Management
Chicago,
Illinois
|
$118K
|
–
|
–
|
–
|
|
|
520
|
Creative Financial Designs
Kokomo,
Indiana
|
$118K
|
+$7.3K
|
+62
|
+7%
|
|
|
521
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$112K
|
+$1.88K
|
+16
|
+2%
|
|
|
522
|
Asset Dedication LLC
San Francisco,
California
|
$110K
|
–
|
–
|
–
|
|
|
523
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$110K
|
–
|
–
|
–
|
|
|
524
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$109K
|
+$90.7K
|
+770
|
+636%
|
|
|
525
|
INR Advisory Services
Media,
Pennsylvania
|
$99K
|
–
|
–
|
–
|
|
