|
501
|
Stonegate Investment Group
Birmingham,
Alabama
|
$396K
|
–
|
–
|
–
|
|
|
502
|
Modera Wealth Management
Westwood,
New Jersey
|
$394K
|
–
|
–
|
–
|
|
|
503
|
Pathstone Holdings
Englewood,
New Jersey
|
$393K
|
+$68.5K
|
+1,350
|
+21%
|
|
|
504
|
Goelzer Investment Management
Carmel,
Indiana
|
$392K
|
+$389K
|
+7,670
|
New
|
|
|
505
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$391K
|
-$19.2K
|
-378
|
-5%
|
|
|
506
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$387K
|
+$203
|
+4
|
+0.1%
|
|
|
507
|
RFG Advisory
Birmingham,
Alabama
|
$386K
|
-$123K
|
-2,428
|
-24%
|
|
|
508
|
Kapstone Financial Advisors
Lebanon,
Ohio
|
$384K
|
–
|
–
|
–
|
|
|
509
|
Evergreen Capital Management
Bellevue,
Washington
|
$382K
|
–
|
–
|
–
|
|
|
510
|
TD Private Client Wealth
New York
|
$381K
|
+$50.6K
|
+996
|
+15%
|
|
|
511
|
Hilltop Holdings
Dallas,
Texas
|
$380K
|
-$23.7K
|
-466
|
-6%
|
|
|
512
|
Optivise Advisory Services
Franklin,
Tennessee
|
$378K
|
–
|
–
|
–
|
|
|
513
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$375K
|
–
|
–
|
–
|
|
|
514
|
Montag & Associates
Atlanta,
Georgia
|
$375K
|
–
|
–
|
–
|
|
|
515
|
United Capital Management of KS
Salina,
Kansas
|
$372K
|
-$97.7K
|
-1,924
|
-21%
|
|
|
516
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$372K
|
-$1.02K
|
-20
|
-0.3%
|
|
|
517
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$371K
|
–
|
–
|
–
|
|
|
518
|
Stablepoint Partners
Braintree,
Massachusetts
|
$371K
|
-$44.7K
|
-880
|
-11%
|
|
|
519
|
Define Financial
San Diego,
California
|
$370K
|
+$1.83K
|
+36
|
+0.5%
|
|
|
520
|
Perennial Investment Advisors
Los Angeles,
California
|
$369K
|
+$5.58K
|
+110
|
+2%
|
|
|
521
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$368K
|
–
|
–
|
–
|
|
|
522
|
Atlantic Family Wealth
Coral Gables,
Florida
|
$367K
|
–
|
–
|
–
|
|
|
523
|
Banque Cantonale Vaudoise
Lausanne,
Switzerland
|
$367K
|
+$365K
|
+7,190
|
New
|
|
|
524
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$366K
|
+$118K
|
+2,328
|
+48%
|
|
|
525
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$363K
|
+$361K
|
+7,110
|
New
|
|
