|
601
|
Financial Life Advisors
San Antonio,
Texas
|
$2.55M
|
-$144K
|
-2,277
|
-6%
|
|
|
602
|
WealthShield Partners
Cary,
North Carolina
|
$2.55M
|
+$1.68M
|
+26,546
|
+247%
|
|
|
603
|
Legacy Wealth Planning
Reno,
Nevada
|
$2.54M
|
+$60.8K
|
+963
|
+3%
|
|
|
604
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$2.54M
|
-$5.31M
|
-84,088
|
-69%
|
|
|
605
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$2.54M
|
+$145K
|
+2,289
|
+7%
|
|
|
606
|
Clear Creek Financial Management
Silverdale,
Washington
|
$2.52M
|
+$1.23M
|
+19,446
|
+112%
|
|
|
607
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$2.51M
|
+$2.32M
|
+36,753
|
New
|
|
|
608
|
G&S Capital
Denver,
Colorado
|
$2.49M
|
+$2.3M
|
+36,456
|
New
|
|
|
609
|
United Bank (Georgia)
Zebulon,
Georgia
|
$2.49M
|
-$26.7K
|
-423
|
-1%
|
|
|
610
|
Spinnaker Trust
Portland,
Maine
|
$2.48M
|
-$70.1K
|
-1,111
|
-3%
|
|
|
611
|
Filbrandt Wealth Management
Middleton,
Wisconsin
|
$2.48M
|
+$430K
|
+6,805
|
+23%
|
|
|
612
|
Family Management
New York
|
$2.46M
|
-$321K
|
-5,085
|
-12%
|
|
|
613
|
Anfield Capital Management
Irvine,
California
|
$2.45M
|
-$3.42M
|
-54,142
|
-61%
|
|
|
614
|
The Family Firm
Bethesda,
Maryland
|
$2.44M
|
-$235K
|
-3,721
|
-9%
|
|
|
615
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$2.44M
|
-$3.22M
|
-51,066
|
-59%
|
|
|
616
|
Private Advisory Group
Redmond,
Washington
|
$2.4M
|
-$3M
|
-47,487
|
-58%
|
|
|
617
|
SVB Investment Services
Salt Lake City,
Utah
|
$2.38M
|
-$28.2K
|
-447
|
-1%
|
|
|
618
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$2.38M
|
-$797K
|
-12,617
|
-27%
|
|
|
619
|
Graypoint LLC
Albany,
New York
|
$2.37M
|
+$69.1K
|
+1,094
|
+3%
|
|
|
620
|
Choate Investment Advisors
Boston,
Massachusetts
|
$2.37M
|
-$1.37M
|
-21,730
|
-38%
|
|
|
621
|
Liberty Wealth Management
Oakland,
California
|
$2.37M
|
+$2.15M
|
+34,014
|
+4,771%
|
|
|
622
|
AtlasMark Financial
Austin,
Texas
|
$2.35M
|
+$730K
|
+11,559
|
+51%
|
|
|
623
|
Cypress Wealth Services
Palm Desert,
California
|
$2.34M
|
+$1.7M
|
+26,920
|
+364%
|
|
|
624
|
Perigon Wealth Management
San Francisco,
California
|
$2.34M
|
-$301K
|
-4,770
|
-12%
|
|
|
625
|
KWMG LLC
Overland Park,
Kansas
|
$2.33M
|
+$18.6K
|
+294
|
+0.9%
|
|
