|
501
|
AllSquare Wealth Management
Albany,
New York
|
$107K
|
–
|
–
|
–
|
|
|
502
|
Biltmore Family Office
Charlotte,
North Carolina
|
$106K
|
+$104K
|
+9,000
|
New
|
|
|
503
|
US Bancorp
Minneapolis,
Minnesota
|
$104K
|
+$81.5K
|
+7,062
|
+392%
|
|
|
504
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$94K
|
–
|
–
|
–
|
|
|
505
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$92K
|
+$8.66K
|
+750
|
+11%
|
|
|
506
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$90K
|
+$88.7K
|
+7,680
|
New
|
|
|
507
|
Financial Gravity Asset Management
Lakeway,
Texas
|
$87K
|
+$40.3K
|
+3,486
|
+90%
|
|
|
508
|
Oppenheimer Asset Management
New York
|
$83K
|
–
|
–
|
–
|
|
|
509
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$81K
|
+$79.7K
|
+6,900
|
New
|
|
|
510
|
Covington Capital Management
Los Angeles,
California
|
$79K
|
–
|
–
|
–
|
|
|
511
|
Barrett Asset Management
New York
|
$75K
|
–
|
–
|
–
|
|
|
512
|
Legacy Bridge
West Des Moines,
Iowa
|
$72K
|
–
|
–
|
–
|
|
|
513
|
QCI Asset Management
Pittsford,
New York
|
$72K
|
–
|
–
|
–
|
|
|
514
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$71K
|
+$69.3K
|
+6,000
|
New
|
|
|
515
|
Arax Advisory Partners
Denver,
Colorado
|
$70K
|
+$68.4K
|
+5,922
|
New
|
|
|
516
|
TrueWealth LLC
Atlanta,
Georgia
|
$68K
|
+$4.02K
|
+348
|
+6%
|
|
|
517
|
Main Management
San Francisco,
California
|
$68K
|
+$16.2K
|
+1,404
|
+32%
|
|
|
518
|
Pacific Center for Financial Services
San Ramon,
California
|
$67K
|
+$4.71K
|
+408
|
+8%
|
|
|
519
|
Meridian Wealth Management
Lexington,
Kentucky
|
$66.4K
|
-$23.3K
|
-2,022
|
-0.4%
|
|
|
520
|
Essex Savings Bank
Essex,
Connecticut
|
$64K
|
+$13K
|
+1,128
|
+26%
|
|
|
521
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$63K
|
-$139
|
-12
|
-0.2%
|
|
|
522
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$62K
|
+$1.25K
|
+108
|
+2%
|
|
|
523
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$61K
|
+$60.3K
|
+5,226
|
New
|
|
|
524
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$60K
|
+$52.7K
|
+4,566
|
+855%
|
|
|
525
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$58K
|
–
|
–
|
–
|
|
