|
551
|
AdvicePeriod
Los Angeles,
California
|
$1.2M
|
-$168K
|
-1,249
|
-13%
|
|
|
552
|
Forte Capital
Rochester,
New York
|
$1.2M
|
+$1.11M
|
+8,237
|
New
|
|
|
553
|
Moneywise Inc
Forest,
Virginia
|
$1.2M
|
+$1.1M
|
+8,225
|
New
|
|
|
554
|
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
|
$1.19M
|
–
|
–
|
–
|
|
|
555
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$1.19M
|
-$140K
|
-1,041
|
-11%
|
|
|
556
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.19M
|
-$72.9K
|
-543
|
-6%
|
|
|
557
|
SVB Investment Services
Salt Lake City,
Utah
|
$1.19M
|
-$1.16M
|
-8,618
|
-51%
|
|
|
558
|
One Day In July LLC
Burlington,
Vermont
|
$1.19M
|
+$56.5K
|
+421
|
+5%
|
|
|
559
|
Duncker Streett & Co
St. Louis,
Missouri
|
$1.18M
|
-$144K
|
-1,074
|
-12%
|
|
|
560
|
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
$1.18M
|
–
|
–
|
–
|
|
|
561
|
Wintrust Investments
Chicago,
Illinois
|
$1.15M
|
-$2.24M
|
-16,668
|
-68%
|
|
|
562
|
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
|
$1.15M
|
–
|
–
|
–
|
|
|
563
|
Klingman & Associates
New York
|
$1.15M
|
-$23.8K
|
-177
|
-2%
|
|
|
564
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$1.15M
|
+$67.1K
|
+500
|
+7%
|
|
|
565
|
Roundview Capital
Princeton,
New Jersey
|
$1.14M
|
+$74.8K
|
+557
|
+8%
|
|
|
566
|
Brighton Jones LLC
Seattle,
Washington
|
$1.14M
|
-$948K
|
-7,059
|
-47%
|
|
|
567
|
Ameraudi Asset Management
New York
|
$1.14M
|
+$46.3K
|
+345
|
+5%
|
|
|
568
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$1.13M
|
+$657K
|
+4,892
|
+170%
|
|
|
569
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$1.13M
|
+$81.4K
|
+606
|
+8%
|
|
|
570
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.11M
|
–
|
–
|
–
|
|
|
571
|
KeyBank National Association
Cleveland,
Ohio
|
$1.11M
|
-$59.2K
|
-441
|
-5%
|
|
|
572
|
Central Trust Company
Jefferson City,
Missouri
|
$1.1M
|
-$98.4K
|
-733
|
-9%
|
|
|
573
|
Argent Trust Co
Nashville,
Tennessee
|
$1.1M
|
-$288K
|
-2,148
|
-22%
|
|
|
574
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.1M
|
+$139K
|
+1,034
|
+16%
|
|
|
575
|
Synovus Financial
Columbus,
Georgia
|
$1.09M
|
-$2.15M
|
-16,026
|
-68%
|
|
