|
551
|
Tradition Wealth Management
Edina,
Minnesota
|
$597K
|
+$579K
|
+15,493
|
New
|
|
|
552
|
|
$596K
|
+$221K
|
+5,915
|
+62%
|
|
|
553
|
Delta Investment Management
San Francisco,
California
|
$596K
|
+$579K
|
+15,501
|
New
|
|
|
554
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$594K
|
+$577K
|
+15,447
|
New
|
|
|
555
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$590K
|
–
|
–
|
–
|
|
|
556
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$587K
|
–
|
–
|
–
|
|
|
557
|
Fulton Bank
Lancaster,
Pennsylvania
|
$582K
|
–
|
–
|
–
|
|
|
558
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$582K
|
+$127K
|
+3,400
|
+29%
|
|
|
559
|
Relative Value Partners Group
|
$580K
|
-$32.7K
|
-876
|
-5%
|
|
|
560
|
Bowie Capital Management
Richardson,
Texas
|
$578K
|
–
|
–
|
–
|
|
|
561
|
Cohen Klingenstein
New York
|
$578K
|
–
|
–
|
–
|
|
|
562
|
Guggenheim Capital
Chicago,
Illinois
|
$578K
|
+$231K
|
+6,170
|
+70%
|
|
|
563
|
Venture Visionary Partners
Sylvania,
Ohio
|
$578K
|
+$561K
|
+15,020
|
New
|
|
|
564
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$577K
|
-$62.2K
|
-1,665
|
-10%
|
|
|
565
|
Cornerstone Capital
Palo Alto,
California
|
$573K
|
–
|
–
|
–
|
|
|
566
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$573K
|
+$30.5K
|
+816
|
+6%
|
|
|
567
|
WealthPLAN Partners
Omaha,
Nebraska
|
$572K
|
+$268K
|
+7,164
|
+91%
|
|
|
568
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$563K
|
+$298K
|
+7,974
|
+121%
|
|
|
569
|
Choreo LLC
Rockford,
Illinois
|
$559K
|
-$8.22K
|
-220
|
-1%
|
|
|
570
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$559K
|
-$5.23K
|
-140
|
-1%
|
|
|
571
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$551K
|
-$84.3K
|
-2,256
|
-14%
|
|
|
572
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$550K
|
-$10.1K
|
-271
|
-2%
|
|
|
573
|
Alexandria Capital
Arlington,
Virginia
|
$546K
|
–
|
–
|
–
|
|
|
574
|
WealthShield Partners
Cary,
North Carolina
|
$543K
|
-$591K
|
-15,806
|
-53%
|
|
|
575
|
Sunflower Bank
Dallas,
Texas
|
$542K
|
+$526K
|
+14,090
|
New
|
|
