|
501
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$4.7M
|
-$614K
|
-3,186
|
-13%
|
|
|
502
|
Concurrent Investment Advisors
Tampa,
Florida
|
$4.69M
|
+$4.24M
|
+21,999
|
New
|
|
|
503
|
Continuum Advisory
Eagle,
Idaho
|
$4.69M
|
-$73.6K
|
-382
|
-2%
|
|
|
504
|
BOK Financial
Tulsa,
Oklahoma
|
$4.68M
|
+$378K
|
+1,962
|
+10%
|
|
|
505
|
Connectus Wealth
Cincinnati,
Ohio
|
$4.68M
|
+$584K
|
+3,032
|
+16%
|
|
|
506
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$4.65M
|
+$891K
|
+4,626
|
+27%
|
|
|
507
|
Essex Financial Services
Essex,
Connecticut
|
$4.64M
|
+$515K
|
+2,675
|
+14%
|
|
|
508
|
Martel Wealth Advisors
Vancouver,
Washington
|
$4.63M
|
+$35.6K
|
+185
|
+0.9%
|
|
|
509
|
Asset Management Resources
Hyannis,
Massachusetts
|
$4.62M
|
-$710K
|
-3,686
|
-15%
|
|
|
510
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$4.61M
|
+$9.83K
|
+51
|
+0.2%
|
|
|
511
|
Rareview Capital
Las Vegas,
Nevada
|
$4.6M
|
+$4.15M
|
+21,557
|
New
|
|
|
512
|
Index Fund Advisors
Irvine,
California
|
$4.6M
|
+$11.4K
|
+59
|
+0.3%
|
|
|
513
|
Prospera Financial Services
Dallas,
Texas
|
$4.58M
|
-$187K
|
-971
|
-4%
|
|
|
514
|
Stage Harbor Financial
Westwood,
Massachusetts
|
$4.57M
|
+$4.13M
|
+21,421
|
New
|
|
|
515
|
Lindbrook Capital
Calabasas,
California
|
$4.57M
|
+$137K
|
+709
|
+3%
|
|
|
516
|
HeadInvest LLC
Portland,
Maine
|
$4.55M
|
-$100K
|
-520
|
-2%
|
|
|
517
|
One Capital Management
Westlake Village,
California
|
$4.53M
|
-$5.78K
|
-30
|
-0.1%
|
|
|
518
|
Newton One Investments
Newark,
Delaware
|
$4.53M
|
+$60.7K
|
+315
|
+2%
|
|
|
519
|
Sovereign Financial Group
Stamford,
Connecticut
|
$4.5M
|
+$285K
|
+1,480
|
+8%
|
|
|
520
|
Advisory Services Network
Atlanta,
Georgia
|
$4.49M
|
-$2.68M
|
-13,899
|
-40%
|
|
|
521
|
RW Investment Management
Eagle,
Idaho
|
$4.46M
|
+$124K
|
+641
|
+3%
|
|
|
522
|
Cabot-Wellington
Boston,
Massachusetts
|
$4.45M
|
-$207K
|
-1,076
|
-5%
|
|
|
523
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$4.45M
|
-$966K
|
-5,012
|
-19%
|
|
|
524
|
United Bank (Virginia)
Vienna,
Virginia
|
$4.43M
|
+$79.8K
|
+414
|
+2%
|
|
|
525
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$4.43M
|
+$70.1K
|
+364
|
+2%
|
|
