|
501
|
Next Capital Management
New York
|
$4.7M
|
–
|
–
|
–
|
|
|
502
|
Capital Advantage
Walnut Creek,
California
|
$4.69M
|
+$329K
|
+3,302
|
+8%
|
|
|
503
|
Brown Brothers Harriman & Co
New York
|
$4.68M
|
+$144K
|
+1,440
|
+3%
|
|
|
504
|
United Bank (Georgia)
Zebulon,
Georgia
|
$4.68M
|
-$100K
|
-1,006
|
-2%
|
|
|
505
|
Old National Bancorp
Evansville,
Indiana
|
$4.67M
|
-$348K
|
-3,489
|
-7%
|
|
|
506
|
Valley Wealth Managers
Paramus,
New Jersey
|
$4.63M
|
-$361K
|
-3,615
|
-7%
|
|
|
507
|
Northstar Advisory Group
Northfield,
New Jersey
|
$4.59M
|
-$1.33M
|
-13,314
|
-23%
|
|
|
508
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$4.58M
|
+$473K
|
+4,738
|
+12%
|
|
|
509
|
SoFi Wealth
San Francisco,
California
|
$4.57M
|
+$4.49M
|
+45,034
|
New
|
|
|
510
|
Brighton Jones LLC
Seattle,
Washington
|
$4.57M
|
-$216K
|
-2,169
|
-5%
|
|
|
511
|
Avidian Wealth Enterprises
Houston,
Texas
|
$4.57M
|
-$118K
|
-1,184
|
-3%
|
|
|
512
|
Carret Asset Management
New York
|
$4.56M
|
+$42.8K
|
+429
|
+1%
|
|
|
513
|
Endeavor Private Wealth
Topeka,
Kansas
|
$4.56M
|
+$4.48M
|
+44,902
|
New
|
|
|
514
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$4.53M
|
+$4.45M
|
+44,618
|
New
|
|
|
515
|
Conning Inc
Hartford,
Connecticut
|
$4.51M
|
-$977K
|
-9,789
|
-18%
|
|
|
516
|
Wealthspan Partners
Davenport,
Iowa
|
$4.49M
|
-$53.7K
|
-538
|
-1%
|
|
|
517
|
Prospera Financial Services
Dallas,
Texas
|
$4.47M
|
+$403K
|
+4,043
|
+10%
|
|
|
518
|
Eastern Bank
Boston,
Massachusetts
|
$4.46M
|
-$131K
|
-1,314
|
-3%
|
|
|
519
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$4.46M
|
+$4.69K
|
+47
|
+0.1%
|
|
|
520
|
Vontobel Holding
Zurich,
Switzerland
|
$4.4M
|
+$165K
|
+1,650
|
+4%
|
|
|
521
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$4.38M
|
+$1.47M
|
+14,769
|
+52%
|
|
|
522
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$4.32M
|
-$28.9K
|
-290
|
-0.7%
|
|
|
523
|
Renasant Bank
Tupelo,
Mississippi
|
$4.31M
|
-$261K
|
-2,614
|
-6%
|
|
|
524
|
Davis Wealth Advisors
Salem,
New Hampshire
|
$4.27M
|
+$4.19M
|
+42,024
|
New
|
|
|
525
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$4.26M
|
–
|
–
|
–
|
|
