|
501
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$6.84M
|
–
|
–
|
–
|
|
|
502
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$6.82M
|
–
|
–
|
–
|
|
|
503
|
Montecito Bank & Trust
Santa Barbara,
California
|
$6.78M
|
-$66.4K
|
-1,013
|
-1%
|
|
|
504
|
Iconiq Capital
San Francisco,
California
|
$6.77M
|
+$3.34K
|
+51
|
+0.1%
|
|
|
505
|
Transcend Capital Advisors
Madison,
New Jersey
|
$6.76M
|
-$805K
|
-12,274
|
-11%
|
|
|
506
|
Aprio Wealth Management
Atlanta,
Georgia
|
$6.75M
|
+$110K
|
+1,681
|
+2%
|
|
|
507
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$6.68M
|
+$445K
|
+6,789
|
+7%
|
|
|
508
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$6.68M
|
-$1.45M
|
-22,073
|
-18%
|
|
|
509
|
Bessemer Group
Woodbridge,
New Jersey
|
$6.64M
|
+$2.27M
|
+34,578
|
+53%
|
|
|
510
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$6.53M
|
-$1.13M
|
-17,193
|
-15%
|
|
|
511
|
Omega Financial Group
Santa Barbara,
California
|
$6.51M
|
+$716K
|
+10,926
|
+13%
|
|
|
512
|
Defined Wealth Management
Beaverton,
Oregon
|
$6.49M
|
+$1.56M
|
+23,832
|
+33%
|
|
|
513
|
Widmann Financial Services
Bowie,
Maryland
|
$6.46M
|
-$41.3K
|
-630
|
-0.6%
|
|
|
514
|
Donor Advised Charitable Giving
San Francisco,
California
|
$6.36M
|
–
|
–
|
–
|
|
|
515
|
Oakwell Private Wealth Management
Austin,
Texas
|
$6.35M
|
-$203K
|
-3,097
|
-3%
|
|
|
516
|
Executive Wealth Management
Brighton,
Michigan
|
$6.31M
|
-$209K
|
-3,182
|
-3%
|
|
|
517
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.3M
|
+$464K
|
+7,081
|
+8%
|
|
|
518
|
Safeguard Financial
Minocqua,
Wisconsin
|
$6.26M
|
+$1.64M
|
+24,961
|
+36%
|
|
|
519
|
Allie Family Office
Miami,
Florida
|
$6.16M
|
+$2.66M
|
+40,539
|
+79%
|
|
|
520
|
Family Asset Management
Charleston,
South Carolina
|
$6.13M
|
+$1.55M
|
+23,620
|
+35%
|
|
|
521
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$6.12M
|
-$3.2M
|
-48,806
|
-35%
|
|
|
522
|
Strategic Investment Management
Arlington,
Virginia
|
$6.12M
|
-$1.95M
|
-29,680
|
-25%
|
|
|
523
|
Richard W. Paul & Associates
Novi,
Michigan
|
$6.1M
|
+$338K
|
+5,163
|
+6%
|
|
|
524
|
TPB Wealth Advisors
San Antonio,
Texas
|
$6.09M
|
+$5.97M
|
+91,065
|
New
|
|
|
525
|
Amtrust Financial Services
New York
|
$6.02M
|
–
|
–
|
–
|
|
