|
501
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$1.51M
|
+$239K
|
+2,049
|
+19%
|
|
|
502
|
Cooper Financial Group
Irvine,
California
|
$1.5M
|
+$516K
|
+4,416
|
+52%
|
|
|
503
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.5M
|
-$185K
|
-1,581
|
-11%
|
|
|
504
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$1.47M
|
+$343K
|
+2,935
|
+31%
|
|
|
505
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.46M
|
+$15.9K
|
+136
|
+1%
|
|
|
506
|
Lido Advisors
Los Angeles,
California
|
$1.46M
|
-$75.8K
|
-649
|
-5%
|
|
|
507
|
Berkshire Bank
Pittsfield,
Massachusetts
|
$1.45M
|
+$286K
|
+2,450
|
+25%
|
|
|
508
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$1.45M
|
-$37K
|
-317
|
-2%
|
|
|
509
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$1.43M
|
+$265K
|
+2,267
|
+23%
|
|
|
510
|
RWA Wealth Partners
Newton,
Massachusetts
|
$1.42M
|
-$807K
|
-6,906
|
-36%
|
|
|
511
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.4M
|
-$164K
|
-1,400
|
-10%
|
|
|
512
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.4M
|
+$236K
|
+2,019
|
+20%
|
|
|
513
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.4M
|
-$237K
|
-2,029
|
-15%
|
|
|
514
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.39M
|
–
|
–
|
–
|
|
|
515
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$1.39M
|
+$911K
|
+7,800
|
+194%
|
|
|
516
|
|
$1.38M
|
-$28K
|
-240
|
-2%
|
|
|
517
|
Gryphon Financial Partners
Columbus,
Ohio
|
$1.37M
|
-$13.7K
|
-117
|
-1%
|
|
|
518
|
TD Private Client Wealth
New York
|
$1.37M
|
+$196K
|
+1,674
|
+17%
|
|
|
519
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$1.36M
|
–
|
–
|
–
|
|
|
520
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$1.36M
|
+$402K
|
+3,443
|
+42%
|
|
|
521
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$1.36M
|
+$587K
|
+5,026
|
+77%
|
|
|
522
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$1.35M
|
-$125K
|
-1,073
|
-9%
|
|
|
523
|
Genesee Capital Advisors
Auburn,
New York
|
$1.35M
|
+$1.35M
|
+11,549
|
New
|
|
|
524
|
IAM Advisory
Easton,
Pennsylvania
|
$1.35M
|
+$1.35M
|
+11,549
|
New
|
|
|
525
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.35M
|
-$119K
|
-1,015
|
-8%
|
|
