|
501
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$6.7M
|
+$689K
|
+9,740
|
+11%
|
|
|
502
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$6.69M
|
–
|
–
|
–
|
|
|
503
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$6.67M
|
+$769K
|
+10,876
|
+13%
|
|
|
504
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$6.58M
|
-$1.63M
|
-23,029
|
-20%
|
|
|
505
|
CSM Advisors
Warrendale,
Pennsylvania
|
$6.49M
|
–
|
–
|
–
|
|
|
506
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.48M
|
+$393K
|
+5,550
|
+6%
|
|
|
507
|
Widmann Financial Services
Bowie,
Maryland
|
$6.47M
|
+$269K
|
+3,796
|
+4%
|
|
|
508
|
InterOcean Capital Group
Nashville,
Tennessee
|
$6.39M
|
+$626K
|
+8,848
|
+11%
|
|
|
509
|
GW & Wade
Wellesley,
Massachusetts
|
$6.33M
|
-$117K
|
-1,648
|
-2%
|
|
|
510
|
ADE LLC
Baltimore,
Maryland
|
$6.32M
|
-$42K
|
-594
|
-0.6%
|
|
|
511
|
Plancorp LLC
Saint Louis,
Missouri
|
$6.32M
|
-$1.13K
|
-16
|
-0%
|
|
|
512
|
Tectonic Advisors
Frisco,
Texas
|
$6.29M
|
+$436K
|
+6,161
|
+7%
|
|
|
513
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$6.28M
|
+$411K
|
+5,814
|
+6%
|
|
|
514
|
SVB Investment Services
Salt Lake City,
Utah
|
$6.26M
|
+$3.72M
|
+52,564
|
+140%
|
|
|
515
|
Amtrust Financial Services
New York
|
$6.26M
|
+$6.37M
|
+90,000
|
New
|
|
|
516
|
|
$6.2M
|
-$1.1M
|
-15,565
|
-15%
|
|
|
517
|
Tiemann Investment Advisors
Menlo Park,
California
|
$6.2M
|
+$721K
|
+10,192
|
+13%
|
|
|
518
|
Bessemer Group
Woodbridge,
New Jersey
|
$6.16M
|
+$874K
|
+12,360
|
+16%
|
|
|
519
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$6.13M
|
+$6.23M
|
+88,145
|
New
|
|
|
520
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$6.12M
|
-$631K
|
-8,918
|
-9%
|
|
|
521
|
|
$6.06M
|
+$808K
|
+11,423
|
+15%
|
|
|
522
|
Peak Financial Management
Wellesley,
Massachusetts
|
$6M
|
+$145K
|
+2,055
|
+2%
|
|
|
523
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$5.98M
|
+$173K
|
+2,452
|
+3%
|
|
|
524
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.95M
|
+$95.5K
|
+1,350
|
+2%
|
|
|
525
|
Summit X LLC
Chesterfield,
Missouri
|
$5.92M
|
-$2.21M
|
-31,179
|
-27%
|
|
