|
501
|
Mission Wealth Management
Santa Barbara,
California
|
$12.1M
|
+$305K
|
+4,403
|
+3%
|
|
|
502
|
Level Four Advisory Services
Dallas,
Texas
|
$12.1M
|
+$1.01M
|
+14,515
|
+9%
|
|
|
503
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$12M
|
+$935K
|
+13,476
|
+8%
|
|
|
504
|
SoundView Advisors
Olympia,
Washington
|
$12M
|
+$32.4K
|
+467
|
+0.3%
|
|
|
505
|
YANKCOM Partnership
Yankton,
South Dakota
|
$12M
|
+$1.54M
|
+22,128
|
+14%
|
|
|
506
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$11.9M
|
-$129K
|
-1,856
|
-1%
|
|
|
507
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$11.9M
|
-$279K
|
-4,021
|
-2%
|
|
|
508
|
TD Asset Management
Toronto,
Ontario, Canada
|
$11.9M
|
-$376K
|
-5,414
|
-3%
|
|
|
509
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$11.9M
|
-$385K
|
-5,547
|
-3%
|
|
|
510
|
Clear Wave Wealth Management
Red Bank,
New Jersey
|
$11.8M
|
+$12.2M
|
+175,420
|
New
|
|
|
511
|
AtlasMark Financial
Austin,
Texas
|
$11.8M
|
–
|
–
|
–
|
|
|
512
|
RiverGlades Family Offices
Naples,
Florida
|
$11.8M
|
+$12.1M
|
+174,164
|
New
|
|
|
513
|
Idaho Trust Bank
Boise,
Idaho
|
$11.8M
|
+$340K
|
+4,905
|
+3%
|
|
|
514
|
Robinswood Financial
Kirkland,
Washington
|
$11.8M
|
-$312K
|
-4,495
|
-3%
|
|
|
515
|
Asset Allocation Strategies
Farmington,
Michigan
|
$11.7M
|
-$799K
|
-11,512
|
-6%
|
|
|
516
|
Montecito Bank & Trust
Santa Barbara,
California
|
$11.7M
|
-$659K
|
-9,503
|
-5%
|
|
|
517
|
Caldwell Trust
Venice,
Florida
|
$11.6M
|
+$816K
|
+11,762
|
+7%
|
|
|
518
|
MTC Wealth Management
Tampa,
Florida
|
$11.6M
|
-$103K
|
-1,486
|
-0.9%
|
|
|
519
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
-$3.89M
|
-56,076
|
-25%
|
|
|
520
|
Belpointe Asset Management
Reno,
Nevada
|
$11.5M
|
+$4.19M
|
+60,437
|
+55%
|
|
|
521
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$11.5M
|
-$25.9K
|
-373
|
-0.2%
|
|
|
522
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$11.5M
|
+$804K
|
+11,594
|
+7%
|
|
|
523
|
Rochester Wealth Strategies
Rochester,
Michigan
|
$11.4M
|
+$178K
|
+2,559
|
+2%
|
|
|
524
|
Davenport & Co
Richmond,
Virginia
|
$11.4M
|
+$65.1K
|
+939
|
+0.6%
|
|
|
525
|
Affiance Financial
St. Louis Park,
Minnesota
|
$11.4M
|
-$20.9K
|
-301
|
-0.2%
|
|
