|
501
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$6.42M
|
-$723K
|
-12,293
|
-11%
|
|
|
502
|
United Services Automobile Association
San Antonio,
Texas
|
$6.39M
|
-$460K
|
-7,810
|
-7%
|
|
|
503
|
Tiemann Investment Advisors
Menlo Park,
California
|
$6.34M
|
+$253K
|
+4,296
|
+4%
|
|
|
504
|
Montecito Bank & Trust
Santa Barbara,
California
|
$6.32M
|
+$310K
|
+5,269
|
+5%
|
|
|
505
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$6.31M
|
+$282K
|
+4,796
|
+5%
|
|
|
506
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$6.29M
|
–
|
–
|
–
|
|
|
507
|
Marietta Wealth Management
Marietta,
Georgia
|
$6.26M
|
+$589K
|
+10,016
|
+11%
|
|
|
508
|
Iconiq Capital
San Francisco,
California
|
$6.24M
|
-$810K
|
-13,769
|
-12%
|
|
|
509
|
Bridgewater Associates
Westport,
Connecticut
|
$6.17M
|
–
|
–
|
–
|
|
|
510
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.12M
|
-$1.34M
|
-22,742
|
-19%
|
|
|
511
|
Advisory Services Network
Atlanta,
Georgia
|
$6.08M
|
+$1.41M
|
+23,991
|
+32%
|
|
|
512
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$6.05M
|
-$1.8M
|
-30,505
|
-24%
|
|
|
513
|
Oakwell Private Wealth Management
Austin,
Texas
|
$6.04M
|
+$1.66M
|
+28,283
|
+41%
|
|
|
514
|
Executive Wealth Management
Brighton,
Michigan
|
$6.02M
|
+$5.74M
|
+97,604
|
New
|
|
|
515
|
Stratos Investment Management
Beachwood,
Ohio
|
$6M
|
-$309K
|
-5,256
|
-5%
|
|
|
516
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$6M
|
+$5.73M
|
+97,360
|
New
|
|
|
517
|
Widmann Financial Services
Bowie,
Maryland
|
$6M
|
-$161K
|
-2,741
|
-3%
|
|
|
518
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$5.99M
|
+$5.71M
|
+97,103
|
New
|
|
|
519
|
Financial Life Advisors
San Antonio,
Texas
|
$5.95M
|
-$14.3M
|
-242,256
|
-71%
|
|
|
520
|
Horizon Investments
Charlotte,
North Carolina
|
$5.95M
|
+$3.22M
|
+54,684
|
+131%
|
|
|
521
|
Donor Advised Charitable Giving
San Francisco,
California
|
$5.86M
|
+$189K
|
+3,214
|
+3%
|
|
|
522
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.74M
|
-$135K
|
-2,294
|
-2%
|
|
|
523
|
SkyOak Wealth
Southfield,
Michigan
|
$5.72M
|
+$376K
|
+6,396
|
+7%
|
|
|
524
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$5.68M
|
+$3.17M
|
+53,938
|
+141%
|
|
|
525
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$5.66M
|
-$137M
|
-2,323,692
|
-96%
|
|
