|
501
|
Tolleson Wealth Management
Dallas,
Texas
|
$1.97M
|
–
|
–
|
–
|
|
|
502
|
Apeiron RIA
Dallas,
Texas
|
$1.96M
|
+$2.02M
|
+28,589
|
New
|
|
|
503
|
Essex Financial Services
Essex,
Connecticut
|
$1.95M
|
+$24.1K
|
+340
|
+1%
|
|
|
504
|
Schechter Investment Advisors
Birmingham,
Michigan
|
$1.93M
|
+$137K
|
+1,941
|
+7%
|
|
|
505
|
Northwest Bancshares
Warren,
Pennsylvania
|
$1.92M
|
-$56K
|
-792
|
-3%
|
|
|
506
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.92M
|
-$19.2K
|
-272
|
-1%
|
|
|
507
|
Evanson Asset Management
Carmel,
California
|
$1.92M
|
–
|
–
|
–
|
|
|
508
|
Prospera Financial Services
Dallas,
Texas
|
$1.91M
|
-$51.7K
|
-730
|
-3%
|
|
|
509
|
RhumbLine Advisers
Boston,
Massachusetts
|
$1.91M
|
–
|
–
|
–
|
|
|
510
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.9M
|
+$1.97M
|
+27,809
|
New
|
|
|
511
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.9M
|
+$578K
|
+8,166
|
+42%
|
|
|
512
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$1.88M
|
+$1.94M
|
+27,393
|
New
|
|
|
513
|
DOHJ LLC
Seattle,
Washington
|
$1.86M
|
+$610K
|
+8,625
|
+47%
|
|
|
514
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$1.86M
|
+$84.9K
|
+1,200
|
+5%
|
|
|
515
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$1.85M
|
-$12K
|
-169
|
-0.6%
|
|
|
516
|
Prosperitas Financial
Valencia,
California
|
$1.85M
|
+$1.91M
|
+26,986
|
New
|
|
|
517
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$1.84M
|
+$9.84K
|
+139
|
+0.5%
|
|
|
518
|
Corundum Group
Colorado Springs,
Colorado
|
$1.84M
|
-$188K
|
-2,660
|
-9%
|
|
|
519
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.83M
|
+$1.02M
|
+14,375
|
+116%
|
|
|
520
|
Madrona Financial Services
Everett,
Washington
|
$1.83M
|
+$1.89M
|
+26,713
|
New
|
|
|
521
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$1.82M
|
-$126K
|
-1,779
|
-6%
|
|
|
522
|
Institute for Wealth Management
Denver,
Colorado
|
$1.82M
|
+$193K
|
+2,725
|
+11%
|
|
|
523
|
CCG Wealth Management
San Diego,
California
|
$1.82M
|
–
|
–
|
–
|
|
|
524
|
Krilogy Financial
St. Louis,
Missouri
|
$1.81M
|
–
|
–
|
–
|
|
|
525
|
United Services Automobile Association
San Antonio,
Texas
|
$1.81M
|
–
|
–
|
–
|
|
