|
501
|
Prossimo Advisors
San Luis Obispo,
California
|
$2.42M
|
–
|
–
|
–
|
|
|
502
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$2.41M
|
+$769
|
+4
|
+0%
|
|
|
503
|
Asset Dedication LLC
San Francisco,
California
|
$2.4M
|
+$262K
|
+1,363
|
+13%
|
|
|
504
|
Blue Barn Wealth
Orem,
Utah
|
$2.39M
|
-$16.1K
|
-84
|
-0.7%
|
|
|
505
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$2.39M
|
+$598K
|
+3,111
|
+35%
|
|
|
506
|
KeyBank National Association
Cleveland,
Ohio
|
$2.38M
|
+$2.12K
|
+11
|
+0.1%
|
|
|
507
|
First United Bank & Trust
Oakland,
Maryland
|
$2.37M
|
+$27.5K
|
+143
|
+1%
|
|
|
508
|
NorthLanding Financial Partners
Rochester,
New York
|
$2.36M
|
-$21.5K
|
-112
|
-0.9%
|
|
|
509
|
Quotient Wealth Partners
Dallas,
Texas
|
$2.36M
|
-$78.4K
|
-408
|
-3%
|
|
|
510
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.34M
|
-$59.8K
|
-311
|
-3%
|
|
|
511
|
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
|
$2.33M
|
-$239K
|
-1,242
|
-10%
|
|
|
512
|
Hilltop National Bank
Casper,
Wyoming
|
$2.33M
|
+$340K
|
+1,768
|
+18%
|
|
|
513
|
Vance Wealth
Santa Clarita,
California
|
$2.32M
|
-$122K
|
-633
|
-5%
|
|
|
514
|
Financial Engines Advisors
Santa Clara,
California
|
$2.32M
|
+$106K
|
+553
|
+5%
|
|
|
515
|
Evanson Asset Management
Carmel,
California
|
$2.3M
|
+$250K
|
+1,303
|
+13%
|
|
|
516
|
Berkeley Inc
Boise,
Idaho
|
$2.28M
|
+$1.07M
|
+5,542
|
+96%
|
|
|
517
|
Cypress Capital
Franklin,
Tennessee
|
$2.25M
|
-$63.6K
|
-331
|
-3%
|
|
|
518
|
SeaCrest Wealth Management
Purchase,
New York
|
$2.24M
|
-$5.77K
|
-30
|
-0.3%
|
|
|
519
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.24M
|
-$27.3K
|
-142
|
-1%
|
|
|
520
|
Midwest Financial Group
Overland Park,
Kansas
|
$2.23M
|
+$88.2K
|
+459
|
+4%
|
|
|
521
|
Valmark Advisers
Akron,
Ohio
|
$2.23M
|
+$1.72M
|
+8,955
|
+419%
|
|
|
522
|
Sequoia Financial Advisors
Akron,
Ohio
|
$2.21M
|
+$124K
|
+645
|
+6%
|
|
|
523
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.21M
|
+$94.8K
|
+493
|
+5%
|
|
|
524
|
Gradient Capital Advisors
San Diego,
California
|
$2.21M
|
+$506K
|
+2,630
|
+31%
|
|
|
525
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$2.2M
|
+$19.6K
|
+102
|
+0.9%
|
|
