|
501
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.76M
|
-$280K
|
-1,779
|
-14%
|
|
|
502
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$1.76M
|
–
|
–
|
–
|
|
|
503
|
Tobias Financial Advisors
Plantation,
Florida
|
$1.75M
|
+$58.4K
|
+371
|
+4%
|
|
|
504
|
ProVise Management Group
Clearwater,
Florida
|
$1.74M
|
-$118K
|
-752
|
-7%
|
|
|
505
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.74M
|
+$787K
|
+4,998
|
+91%
|
|
|
506
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.73M
|
-$91.6K
|
-582
|
-5%
|
|
|
507
|
Lido Advisors
Los Angeles,
California
|
$1.73M
|
-$372K
|
-2,362
|
-18%
|
|
|
508
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.73M
|
-$189K
|
-1,200
|
-10%
|
|
|
509
|
Breakwater Capital Group
Paramus,
New Jersey
|
$1.71M
|
-$556K
|
-3,530
|
-25%
|
|
|
510
|
West Branch Capital
Amherst,
Massachusetts
|
$1.7M
|
-$10.7K
|
-68
|
-0.7%
|
|
|
511
|
180 Wealth Advisors
Federal Way,
Washington
|
$1.69M
|
+$10.5K
|
+67
|
+0.7%
|
|
|
512
|
Elgethun Capital Management
Sioux Falls,
South Dakota
|
$1.68M
|
+$16.8K
|
+107
|
+1%
|
|
|
513
|
BTC Capital Management
Des Moines,
Iowa
|
$1.66M
|
-$48.3K
|
-307
|
-3%
|
|
|
514
|
Vance Wealth
Santa Clarita,
California
|
$1.66M
|
+$685K
|
+4,350
|
+77%
|
|
|
515
|
Argent Trust Co
Nashville,
Tennessee
|
$1.65M
|
-$83.3K
|
-529
|
-5%
|
|
|
516
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.65M
|
-$975K
|
-6,191
|
-38%
|
|
|
517
|
Verity Asset Management
Durham,
North Carolina
|
$1.64M
|
-$3.34M
|
-21,190
|
-68%
|
|
|
518
|
Simon Quick Advisors
Morristown,
New Jersey
|
$1.63M
|
+$157
|
+1
|
+0%
|
|
|
519
|
Global Retirement Partners
San Rafael,
California
|
$1.63M
|
-$27.9K
|
-177
|
-2%
|
|
|
520
|
Newton One Investments
Newark,
Delaware
|
$1.63M
|
+$8.34K
|
+53
|
+0.5%
|
|
|
521
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.63M
|
+$11.5K
|
+73
|
+0.7%
|
|
|
522
|
Gradient Capital Advisors
San Diego,
California
|
$1.62M
|
+$30.4K
|
+193
|
+2%
|
|
|
523
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.62M
|
-$1.14M
|
-7,211
|
-42%
|
|
|
524
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.62M
|
+$1.09M
|
+6,921
|
+241%
|
|
|
525
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.61M
|
-$113K
|
-715
|
-7%
|
|
