|
501
|
Silver Oak Wealth Advisors Services
Los Angeles,
California
|
$484K
|
+$485K
|
+4,398
|
New
|
|
|
502
|
Fiduciary Financial Group
San Rafael,
California
|
$483K
|
+$2.43K
|
+22
|
+0.5%
|
|
|
503
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$475K
|
+$5.29K
|
+48
|
+1%
|
|
|
504
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$471K
|
+$261K
|
+2,368
|
+124%
|
|
|
505
|
Fortitude Advisory Group
Gig Harbor,
Washington
|
$470K
|
-$4.3K
|
-39
|
-0.9%
|
|
|
506
|
Columbus Macro
New Castle,
Pennsylvania
|
$468K
|
–
|
–
|
–
|
|
|
507
|
Kestra Private Wealth Services
Austin,
Texas
|
$468K
|
+$36.3K
|
+329
|
+8%
|
|
|
508
|
Advyzon Investment Management
Lisle,
Illinois
|
$467K
|
+$468K
|
+4,244
|
New
|
|
|
509
|
Valmark Advisers
Akron,
Ohio
|
$467K
|
+$7.5K
|
+68
|
+2%
|
|
|
510
|
Formidable Asset Management
Cincinnati,
Ohio
|
$464K
|
+$464K
|
+4,210
|
New
|
|
|
511
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$463K
|
+$1.88K
|
+17
|
+0.4%
|
|
|
512
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$462K
|
–
|
–
|
–
|
|
|
513
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$451K
|
-$16.2K
|
-147
|
-3%
|
|
|
514
|
Private Trust Company
Cleveland,
Ohio
|
$448K
|
-$827K
|
-7,500
|
-65%
|
|
|
515
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$444K
|
-$92.9K
|
-842
|
-17%
|
|
|
516
|
EP Wealth Advisors
Torrance,
California
|
$443K
|
-$543K
|
-4,923
|
-55%
|
|
|
517
|
Smith, Moore & Co
Clayton,
Missouri
|
$441K
|
+$59.2K
|
+537
|
+15%
|
|
|
518
|
Vontobel Holding
Zurich,
Switzerland
|
$440K
|
-$76.1K
|
-690
|
-15%
|
|
|
519
|
Diversified Trust
Memphis,
Tennessee
|
$440K
|
-$2.76K
|
-25
|
-0.6%
|
|
|
520
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$429K
|
+$27.3K
|
+248
|
+7%
|
|
|
521
|
Vernal Point Advisors
San Francisco,
California
|
$426K
|
–
|
–
|
–
|
|
|
522
|
TT Capital Management
Coto De Caza,
California
|
$424K
|
+$424K
|
+3,847
|
New
|
|
|
523
|
Romano Brothers & Co
Evanston,
Illinois
|
$422K
|
-$24.3K
|
-220
|
-5%
|
|
|
524
|
Engineers Gate Manager
New York
|
$416K
|
+$416K
|
+3,776
|
New
|
|
|
525
|
Mission Wealth Management
Santa Barbara,
California
|
$415K
|
-$57K
|
-517
|
-12%
|
|
