|
501
|
Oxford Financial Group
Carmel,
Indiana
|
$1.04M
|
–
|
–
|
–
|
|
|
502
|
CX Institutional
Auburn,
Indiana
|
$1.04M
|
+$1.09M
|
+14,974
|
New
|
|
|
503
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.04M
|
–
|
–
|
–
|
|
|
504
|
Private Portfolio Partners
Paramus,
New Jersey
|
$1.03M
|
–
|
–
|
–
|
|
|
505
|
Colonial Trust Advisors
Spartanburg,
South Carolina
|
$1.02M
|
–
|
–
|
–
|
|
|
506
|
Matrix Private Capital Group
New York
|
$1.02M
|
-$3.65K
|
-50
|
-0.3%
|
|
|
507
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$1.02M
|
+$17K
|
+233
|
+2%
|
|
|
508
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.02M
|
-$206K
|
-2,830
|
-16%
|
|
|
509
|
Park Avenue Securities
New York
|
$1.01M
|
+$300K
|
+4,107
|
+39%
|
|
|
510
|
Mather Group
Chicago,
Illinois
|
$1.01M
|
-$360K
|
-4,932
|
-25%
|
|
|
511
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.01M
|
–
|
–
|
–
|
|
|
512
|
Vivaldi Capital Management
Chicago,
Illinois
|
$1.01M
|
-$535K
|
-7,331
|
-34%
|
|
|
513
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1M
|
+$187K
|
+2,558
|
+21%
|
|
|
514
|
SlateStone Wealth
Jupiter,
Florida
|
$1M
|
+$29.2K
|
+400
|
+3%
|
|
|
515
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$999K
|
+$25.6K
|
+351
|
+2%
|
|
|
516
|
Twele Capital Management
Minnetonka,
Minnesota
|
$984K
|
–
|
–
|
–
|
|
|
517
|
WealthSource Partners
San Luis Obispo,
California
|
$983K
|
+$160K
|
+2,187
|
+18%
|
|
|
518
|
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
|
$976K
|
-$12.8K
|
-175
|
-1%
|
|
|
519
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$970K
|
+$452K
|
+6,202
|
+79%
|
|
|
520
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$969K
|
-$73.7K
|
-1,010
|
-7%
|
|
|
521
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$965K
|
–
|
–
|
–
|
|
|
522
|
1ST Source Bank
South Bend,
Indiana
|
$965K
|
-$40.1K
|
-550
|
-4%
|
|
|
523
|
Sunbelt Securities
Houston,
Texas
|
$961K
|
+$382K
|
+5,243
|
+61%
|
|
|
524
|
Davenport & Co
Richmond,
Virginia
|
$951K
|
+$200K
|
+2,740
|
+25%
|
|
|
525
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$943K
|
-$11K
|
-151
|
-1%
|
|
