|
476
|
Members Trust
Tampa,
Florida
|
$590K
|
+$70.2K
|
+1,234
|
+14%
|
|
|
477
|
Charles Schwab Trust
Henderson,
Nevada
|
$590K
|
+$260K
|
+4,563
|
+80%
|
|
|
478
|
Brown Brothers Harriman & Co
New York
|
$589K
|
–
|
–
|
–
|
|
|
479
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$587K
|
–
|
–
|
–
|
|
|
480
|
Waverly Advisors
Birmingham,
Alabama
|
$587K
|
+$114
|
+2
|
+0%
|
|
|
481
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$583K
|
-$89.1K
|
-1,565
|
-13%
|
|
|
482
|
Fullen Financial Group
Columbus,
Ohio
|
$565K
|
+$10.2K
|
+180
|
+2%
|
|
|
483
|
Tarbox Family Office
Newport Beach,
California
|
$558K
|
-$59.5K
|
-1,045
|
-10%
|
|
|
484
|
Smith, Moore & Co
Clayton,
Missouri
|
$558K
|
-$14.7K
|
-259
|
-3%
|
|
|
485
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$553K
|
+$34.2K
|
+600
|
+7%
|
|
|
486
|
Klingman & Associates
New York
|
$544K
|
–
|
–
|
–
|
|
|
487
|
First United Bank & Trust
Oakland,
Maryland
|
$540K
|
-$21.1K
|
-370
|
-4%
|
|
|
488
|
J.W. Cole Advisors
Tampa,
Florida
|
$538K
|
-$506K
|
-8,893
|
-49%
|
|
|
489
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$538K
|
–
|
–
|
–
|
|
|
490
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$534K
|
-$1.71K
|
-30
|
-0.3%
|
|
|
491
|
Legacy Financial Advisors
Covington,
Kentucky
|
$534K
|
+$530K
|
+9,315
|
New
|
|
|
492
|
North Star Investment Management
Chicago,
Illinois
|
$528K
|
–
|
–
|
–
|
|
|
493
|
Duncker Streett & Co
St. Louis,
Missouri
|
$523K
|
-$94.1K
|
-1,653
|
-15%
|
|
|
494
|
Bessemer Group
Woodbridge,
New Jersey
|
$523K
|
–
|
–
|
–
|
|
|
495
|
Fiduciary Group
Savannah,
Georgia
|
$518K
|
+$5.69K
|
+100
|
+1%
|
|
|
496
|
Calamos Advisors
Naperville,
Illinois
|
$518K
|
+$12.5K
|
+220
|
+3%
|
|
|
497
|
Modera Wealth Management
Westwood,
New Jersey
|
$512K
|
+$1.65K
|
+29
|
+0.3%
|
|
|
498
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$511K
|
-$95.2K
|
-1,672
|
-16%
|
|
|
499
|
Choate Investment Advisors
Boston,
Massachusetts
|
$507K
|
-$26.2K
|
-460
|
-5%
|
|
|
500
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$506K
|
+$194K
|
+3,413
|
+63%
|
|
