|
501
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$1.49M
|
-$2.57K
|
-64
|
-0.2%
|
|
|
502
|
KCM Investment Advisors
Greenbrae,
California
|
$1.48M
|
+$169K
|
+4,220
|
+13%
|
|
|
503
|
Asset Dedication LLC
San Francisco,
California
|
$1.48M
|
-$7.22K
|
-180
|
-0.5%
|
|
|
504
|
WhitTier Trust Company
Reno,
Nevada
|
$1.47M
|
-$495K
|
-12,336
|
-25%
|
|
|
505
|
Avantax Advisory Services
Dallas,
Texas
|
$1.47M
|
+$36.1K
|
+900
|
+3%
|
|
|
506
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.47M
|
+$566K
|
+14,112
|
+62%
|
|
|
507
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.47M
|
-$30.5K
|
-760
|
-2%
|
|
|
508
|
Citizens Financial Group
Providence,
Rhode Island
|
$1.45M
|
+$212K
|
+5,296
|
+17%
|
|
|
509
|
Level Four Advisory Services
Dallas,
Texas
|
$1.45M
|
-$209K
|
-5,220
|
-13%
|
|
|
510
|
Gofen & Glossberg
Chicago,
Illinois
|
$1.43M
|
+$104K
|
+2,604
|
+8%
|
|
|
511
|
MA Private Wealth
San Carlos,
California
|
$1.42M
|
-$1.6K
|
-40
|
-0.1%
|
|
|
512
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.42M
|
-$44.3M
|
-1,105,156
|
-97%
|
|
|
513
|
Aspiriant LLC
Los Angeles,
California
|
$1.42M
|
+$117K
|
+2,916
|
+9%
|
|
|
514
|
Dimension Capital Management
Coral Gables,
Florida
|
$1.41M
|
–
|
–
|
–
|
|
|
515
|
Cribstone Capital Management
Augusta,
Maine
|
$1.39M
|
-$196K
|
-4,880
|
-12%
|
|
|
516
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$1.37M
|
–
|
–
|
–
|
|
|
517
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.36M
|
-$274K
|
-6,832
|
-17%
|
|
|
518
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.36M
|
+$341K
|
+8,512
|
+33%
|
|
|
519
|
NTV Asset Management
Charleston,
West Virginia
|
$1.36M
|
+$232K
|
+5,780
|
+20%
|
|
|
520
|
AJ Wealth Strategies
New York
|
$1.36M
|
-$491K
|
-12,252
|
-26%
|
|
|
521
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$1.36M
|
-$80.5K
|
-2,008
|
-6%
|
|
|
522
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.34M
|
-$147K
|
-3,676
|
-10%
|
|
|
523
|
Sandy Spring Bank
Olney,
Maryland
|
$1.34M
|
-$21.2K
|
-528
|
-2%
|
|
|
524
|
Cambridge Advisors
Omaha,
Nebraska
|
$1.32M
|
-$4.97K
|
-124
|
-0.4%
|
|
|
525
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.32M
|
-$7.22K
|
-180
|
-0.5%
|
|
