|
501
|
Fort Point Capital Partners
San Francisco,
California
|
$5.85M
|
-$429K
|
-6,687
|
-6%
|
|
|
502
|
CSM Advisors
Warrendale,
Pennsylvania
|
$5.8M
|
+$334K
|
+5,200
|
+6%
|
|
|
503
|
SC&H Financial Advisors
Sparks,
Maryland
|
$5.8M
|
+$2.66M
|
+41,391
|
+72%
|
|
|
504
|
Graypoint LLC
Albany,
New York
|
$5.79M
|
-$1.24M
|
-19,310
|
-16%
|
|
|
505
|
WealthShield Partners
Cary,
North Carolina
|
$5.73M
|
+$3.25M
|
+50,593
|
+108%
|
|
|
506
|
First Horizon Advisors
Memphis,
Tennessee
|
$5.7M
|
+$5.26M
|
+81,943
|
+551%
|
|
|
507
|
Brookstone Capital Management
Wheaton,
Illinois
|
$5.68M
|
-$1.44M
|
-22,465
|
-19%
|
|
|
508
|
Widmann Financial Services
Bowie,
Maryland
|
$5.58M
|
+$111K
|
+1,728
|
+2%
|
|
|
509
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$5.49M
|
+$774K
|
+12,060
|
+15%
|
|
|
510
|
Plancorp LLC
Saint Louis,
Missouri
|
$5.46M
|
+$126K
|
+1,965
|
+2%
|
|
|
511
|
Lumature Wealth Partners
Alpharetta,
Georgia
|
$5.45M
|
+$427K
|
+6,661
|
+8%
|
|
|
512
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$5.43M
|
-$264K
|
-4,120
|
-4%
|
|
|
513
|
Donor Advised Charitable Giving
San Francisco,
California
|
$5.41M
|
-$2.51M
|
-39,191
|
-30%
|
|
|
514
|
Tiemann Investment Advisors
Menlo Park,
California
|
$5.4M
|
+$166K
|
+2,591
|
+3%
|
|
|
515
|
|
$5.37M
|
+$515K
|
+8,032
|
+10%
|
|
|
516
|
Armbruster Capital Management
Pittsford,
New York
|
$5.35M
|
-$737K
|
-11,488
|
-11%
|
|
|
517
|
GW & Wade
Wellesley,
Massachusetts
|
$5.34M
|
-$14.8K
|
-230
|
-0.3%
|
|
|
518
|
ADE LLC
Baltimore,
Maryland
|
$5.34M
|
-$18.9K
|
-295
|
-0.3%
|
|
|
519
|
Tectonic Advisors
Frisco,
Texas
|
$5.33M
|
–
|
–
|
–
|
|
|
520
|
Intrua Financial
Houston,
Texas
|
$5.3M
|
+$314K
|
+4,895
|
+6%
|
|
|
521
|
Amtrust Financial Services
New York
|
$5.3M
|
–
|
–
|
–
|
|
|
522
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.28M
|
+$217K
|
+3,375
|
+4%
|
|
|
523
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.2M
|
-$315K
|
-4,916
|
-5%
|
|
|
524
|
Summit X LLC
Chesterfield,
Missouri
|
$5.18M
|
+$176K
|
+2,741
|
+3%
|
|
|
525
|
HYA Advisors
Springfield,
Missouri
|
$5.18M
|
+$343K
|
+5,347
|
+6%
|
|
