|
451
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$12M
|
+$133K
|
+1,775
|
+1%
|
|
|
452
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$12M
|
–
|
–
|
–
|
|
|
453
|
Halpern Financial
Ashburn,
Virginia
|
$12M
|
-$177K
|
-2,360
|
-1%
|
|
|
454
|
Horizon Investments
Charlotte,
North Carolina
|
$11.9M
|
-$2.85M
|
-38,139
|
-20%
|
|
|
455
|
Northcape Wealth Management
Williamsville,
New York
|
$11.8M
|
+$53.7K
|
+718
|
+0.5%
|
|
|
456
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$11.8M
|
–
|
–
|
–
|
|
|
457
|
Strategic Investment Management
Arlington,
Virginia
|
$11.8M
|
+$11.1M
|
+148,920
|
New
|
|
|
458
|
Heritage Investors Management Corp
Bethesda,
Maryland
|
$11.8M
|
-$434K
|
-5,800
|
-4%
|
|
|
459
|
Coastline Trust
Providence,
Rhode Island
|
$11.7M
|
+$214K
|
+2,863
|
+2%
|
|
|
460
|
|
$11.7M
|
+$119K
|
+1,594
|
+1%
|
|
|
461
|
SkyOak Wealth
Southfield,
Michigan
|
$11.7M
|
+$461K
|
+6,158
|
+4%
|
|
|
462
|
Physician Wealth Advisors
Midvale,
Utah
|
$11.7M
|
-$467K
|
-6,245
|
-4%
|
|
|
463
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$11.6M
|
+$398K
|
+5,315
|
+4%
|
|
|
464
|
Evergreen Capital Management
Bellevue,
Washington
|
$11.5M
|
+$189K
|
+2,522
|
+2%
|
|
|
465
|
SageView Advisory Group
Newport Beach,
California
|
$11.4M
|
-$6.57M
|
-87,815
|
-37%
|
|
|
466
|
Matrix Private Capital Group
New York
|
$11.4M
|
+$271K
|
+3,626
|
+3%
|
|
|
467
|
ERn Financial LLC
Middleton,
Wisconsin
|
$11.3M
|
+$742K
|
+9,907
|
+7%
|
|
|
468
|
Summit Wealth Partners
Orlando,
Florida
|
$11.3M
|
+$8.46K
|
+113
|
+0.1%
|
|
|
469
|
Founders Financial Securities
Towson,
Maryland
|
$11.2M
|
-$2.89M
|
-38,571
|
-21%
|
|
|
470
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$11.2M
|
–
|
–
|
–
|
|
|
471
|
SWP Financial
San Diego,
California
|
$11.1M
|
+$349K
|
+4,665
|
+3%
|
|
|
472
|
IFG Advisory
Atlanta,
Georgia
|
$10.8M
|
+$1.86M
|
+24,896
|
+22%
|
|
|
473
|
Aveo Capital Partners
Englewood,
Colorado
|
$10.8M
|
-$122K
|
-1,634
|
-1%
|
|
|
474
|
Rock Creek Group
Washington,
District of Columbia
|
$10.7M
|
-$253K
|
-3,380
|
-2%
|
|
|
475
|
Winthrop Capital Management
Carmel,
Indiana
|
$10.7M
|
+$7.79K
|
+104
|
+0.1%
|
|
