|
501
|
REDW Wealth
Albuquerque,
New Mexico
|
$718K
|
–
|
–
|
–
|
|
|
502
|
TAP Consulting
Kirkwood,
Missouri
|
$716K
|
+$720K
|
+15,908
|
New
|
|
|
503
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$715K
|
+$95K
|
+2,100
|
+15%
|
|
|
504
|
Mission Wealth Management
Santa Barbara,
California
|
$712K
|
-$15.4K
|
-340
|
-2%
|
|
|
505
|
HMS Capital Management
Nashville,
Tennessee
|
$711K
|
–
|
–
|
–
|
|
|
506
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$702K
|
+$83K
|
+1,836
|
+13%
|
|
|
507
|
Valley Wealth Managers
Paramus,
New Jersey
|
$700K
|
+$74.4K
|
+1,644
|
+12%
|
|
|
508
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$698K
|
-$21.9K
|
-484
|
-3%
|
|
|
509
|
Koshinski Asset Management
Decatur,
Illinois
|
$688K
|
+$24.8K
|
+548
|
+4%
|
|
|
510
|
Capital Planning Advisors
Roseville,
California
|
$687K
|
+$691K
|
+15,272
|
New
|
|
|
511
|
Savant Capital
Rockford,
Illinois
|
$681K
|
-$13.6K
|
-300
|
-2%
|
|
|
512
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$679K
|
-$13.6K
|
-300
|
-2%
|
|
|
513
|
Cypress Wealth Services
Palm Desert,
California
|
$673K
|
+$5.61K
|
+124
|
+0.8%
|
|
|
514
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$664K
|
-$162K
|
-3,580
|
-20%
|
|
|
515
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$662K
|
–
|
–
|
–
|
|
|
516
|
Sandy Spring Bank
Olney,
Maryland
|
$653K
|
+$126K
|
+2,792
|
+24%
|
|
|
517
|
Pacific Sun Financial
Los Angeles,
California
|
$652K
|
+$23K
|
+508
|
+4%
|
|
|
518
|
Truepoint Inc
Cincinnati,
Ohio
|
$652K
|
+$68.2K
|
+1,508
|
+12%
|
|
|
519
|
Brasada Capital Management
Houston,
Texas
|
$650K
|
-$229K
|
-5,060
|
-26%
|
|
|
520
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$650K
|
+$653K
|
+14,432
|
New
|
|
|
521
|
American Financial Advisors
Marietta,
Georgia
|
$648K
|
-$36K
|
-796
|
-5%
|
|
|
522
|
WealthShield Partners
Cary,
North Carolina
|
$648K
|
+$42.7K
|
+944
|
+7%
|
|
|
523
|
Community Bank
Dewitt,
New York
|
$647K
|
-$2.71K
|
-60
|
-0.4%
|
|
|
524
|
LifePlan Financial Group
Dayton,
Ohio
|
$645K
|
-$24.1K
|
-532
|
-4%
|
|
|
525
|
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
$645K
|
–
|
–
|
–
|
|
