|
501
|
Hohimer Wealth Management
Seattle,
Washington
|
$1.65M
|
+$291K
|
+2,241
|
+22%
|
|
|
502
|
Founders Financial Securities
Towson,
Maryland
|
$1.65M
|
+$798K
|
+6,135
|
+101%
|
|
|
503
|
SigFig Wealth Management
San Francisco,
California
|
$1.64M
|
+$1.59M
|
+12,196
|
New
|
|
|
504
|
American Research & Management Company
Marion,
Massachusetts
|
$1.64M
|
-$19.5K
|
-150
|
-1%
|
|
|
505
|
Professional Planning
Thousand Oaks,
California
|
$1.63M
|
-$230K
|
-1,769
|
-13%
|
|
|
506
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$1.63M
|
+$1.58M
|
+12,139
|
New
|
|
|
507
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$1.63M
|
+$1.18M
|
+9,069
|
+307%
|
|
|
508
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$1.62M
|
-$1.25M
|
-9,582
|
-44%
|
|
|
509
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.62M
|
-$222K
|
-1,709
|
-12%
|
|
|
510
|
Private Advisory Group
Redmond,
Washington
|
$1.61M
|
+$1.56M
|
+11,988
|
New
|
|
|
511
|
Lazard Asset Management
New York
|
$1.6M
|
–
|
–
|
–
|
|
|
512
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$1.55M
|
+$395K
|
+3,035
|
+36%
|
|
|
513
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.54M
|
+$1.49M
|
+11,470
|
New
|
|
|
514
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.53M
|
-$845K
|
-6,498
|
-36%
|
|
|
515
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$1.52M
|
+$1.12M
|
+8,599
|
+318%
|
|
|
516
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.51M
|
+$1.46M
|
+11,253
|
New
|
|
|
517
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.51M
|
-$105K
|
-809
|
-7%
|
|
|
518
|
RiverGlades Family Offices
Naples,
Florida
|
$1.5M
|
+$17.6K
|
+135
|
+1%
|
|
|
519
|
Mandatum Life Insurance Company
Helsinki,
Finland
|
$1.48M
|
+$8.45K
|
+65
|
+0.6%
|
|
|
520
|
BCWM LLC
Overland Park,
Kansas
|
$1.48M
|
-$1.3M
|
-10,023
|
-48%
|
|
|
521
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.45M
|
+$18.2K
|
+140
|
+1%
|
|
|
522
|
Veracity Capital
Atlanta,
Georgia
|
$1.43M
|
+$1.38M
|
+10,627
|
New
|
|
|
523
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.39M
|
+$61.9K
|
+476
|
+5%
|
|
|
524
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.39M
|
+$1.3M
|
+10,027
|
New
|
|
|
525
|
Whittier Trust
South Pasadena,
California
|
$1.39M
|
+$2.99K
|
+23
|
+0.2%
|
|
