|
501
|
Montecito Bank & Trust
Santa Barbara,
California
|
$8.42M
|
-$2.74M
|
-8,569
|
-25%
|
|
|
502
|
FOCUS Wealth Advisors
Houston,
Texas
|
$8.38M
|
-$242K
|
-758
|
-3%
|
|
|
503
|
Aurora Investment Managers
Naples,
Florida
|
$8.37M
|
+$235K
|
+735
|
+3%
|
|
|
504
|
Lake Street Private Wealth
Chicago,
Illinois
|
$8.34M
|
+$415K
|
+1,298
|
+5%
|
|
|
505
|
Segall Bryant & Hamill
Chicago,
Illinois
|
$8.32M
|
-$460K
|
-1,440
|
-5%
|
|
|
506
|
Windmill Hill Asset Management
Waddesdon,
United Kingdom
|
$8.26M
|
–
|
–
|
–
|
|
|
507
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.17M
|
-$382K
|
-1,196
|
-5%
|
|
|
508
|
MBE Wealth Management
Tomah,
Wisconsin
|
$8.11M
|
+$1.18M
|
+3,694
|
+17%
|
|
|
509
|
CRA Financial Services
Northfield,
New Jersey
|
$8.1M
|
+$247K
|
+772
|
+3%
|
|
|
510
|
Hilltop Holdings
Dallas,
Texas
|
$8.07M
|
-$1.81M
|
-5,674
|
-18%
|
|
|
511
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$8.01M
|
-$72.3K
|
-226
|
-0.9%
|
|
|
512
|
AssetMark Inc
Concord,
California
|
$7.99M
|
-$310K
|
-971
|
-4%
|
|
|
513
|
Platt Investment Counsel
Lake Mary,
Florida
|
$7.95M
|
-$6.4M
|
-20,002
|
-45%
|
|
|
514
|
Beacon Pointe Advisors
Newport Beach,
California
|
$7.93M
|
+$713K
|
+2,229
|
+10%
|
|
|
515
|
Novak Financial Planning
Bel Air,
Maryland
|
$7.91M
|
-$194K
|
-607
|
-2%
|
|
|
516
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$7.9M
|
-$823K
|
-2,573
|
-9%
|
|
|
517
|
Estate Counselors
Thiensville,
Wisconsin
|
$7.9M
|
+$14.4K
|
+45
|
+0.2%
|
|
|
518
|
Allen Investment Management
New York
|
$7.87M
|
–
|
–
|
–
|
|
|
519
|
Coldstream Capital Management
Bellevue,
Washington
|
$7.85M
|
+$237K
|
+741
|
+3%
|
|
|
520
|
Townsend Asset Management
Raleigh,
North Carolina
|
$7.81M
|
-$906K
|
-2,833
|
-10%
|
|
|
521
|
Allworth Financial
Folsom,
California
|
$7.75M
|
+$1.48M
|
+4,642
|
+24%
|
|
|
522
|
Griffin Asset Management
New York
|
$7.69M
|
-$1.68M
|
-5,248
|
-18%
|
|
|
523
|
DB Wealth Management Group
San Diego,
California
|
$7.68M
|
+$157K
|
+491
|
+2%
|
|
|
524
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$7.67M
|
-$7.99K
|
-25
|
-0.1%
|
|
|
525
|
Cornerstone Advisors
Asheville,
North Carolina
|
$7.66M
|
-$3.84M
|
-12,000
|
-33%
|
|
