|
501
|
Neuberger Berman Group
New York
|
$701K
|
+$703K
|
+35,540
|
New
|
|
|
502
|
Gofen & Glossberg
Chicago,
Illinois
|
$697K
|
+$47K
|
+2,380
|
+7%
|
|
|
503
|
Vista Capital Partners
Portland,
Oregon
|
$685K
|
-$1.38K
|
-70
|
-0.2%
|
|
|
504
|
Regions Financial Corp
Birmingham,
Alabama
|
$684K
|
+$686K
|
+34,690
|
New
|
|
|
505
|
Planned Solutions
Folsom,
California
|
$672K
|
+$51.9K
|
+2,628
|
+8%
|
|
|
506
|
Human Investing
Lake Oswego,
Oregon
|
$671K
|
-$1.16M
|
-58,602
|
-63%
|
|
|
507
|
TIAA FSB
Jacksonville,
Florida
|
$669K
|
-$353K
|
-17,842
|
-34%
|
|
|
508
|
Bigelow Investment Advisors
Portland,
Maine
|
$668K
|
–
|
–
|
–
|
|
|
509
|
Bison Wealth
Atlanta,
Georgia
|
$665K
|
-$7.31K
|
-370
|
-1%
|
|
|
510
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$656K
|
-$23.9K
|
-1,208
|
-4%
|
|
|
511
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$649K
|
+$122K
|
+6,170
|
+23%
|
|
|
512
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$647K
|
-$28.1K
|
-1,422
|
-4%
|
|
|
513
|
LexAurum Advisors
Overland Park,
Kansas
|
$645K
|
+$2.37K
|
+120
|
+0.4%
|
|
|
514
|
Williams Jones Wealth Management
New York
|
$640K
|
-$104K
|
-5,252
|
-14%
|
|
|
515
|
Retirement Group
San Diego,
California
|
$640K
|
-$1.46K
|
-74
|
-0.2%
|
|
|
516
|
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
$636K
|
+$203K
|
+10,264
|
+47%
|
|
|
517
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$635K
|
-$33.7K
|
-1,706
|
-5%
|
|
|
518
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$635K
|
+$2.17K
|
+110
|
+0.3%
|
|
|
519
|
Pinnacle Wealth Advisors
Nashville,
Tennessee
|
$635K
|
+$636K
|
+32,188
|
New
|
|
|
520
|
True North Advisors
Dallas,
Texas
|
$635K
|
+$637K
|
+32,242
|
New
|
|
|
521
|
Collective Family Office
York,
Pennsylvania
|
$630K
|
+$27.7K
|
+1,400
|
+5%
|
|
|
522
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$629K
|
-$673K
|
-34,028
|
-52%
|
|
|
523
|
CWA Asset Management Group
Naples,
Florida
|
$627K
|
–
|
–
|
–
|
|
|
524
|
Valeo Financial Advisors
Carmel,
Indiana
|
$611K
|
+$103K
|
+5,226
|
+20%
|
|
|
525
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$608K
|
+$5.93K
|
+300
|
+1%
|
|
