|
551
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.15M
|
+$2.16M
|
+26,188
|
New
|
|
|
552
|
Soundmark Wealth Management
Kirkland,
Washington
|
$2.14M
|
+$2.15M
|
+26,000
|
New
|
|
|
553
|
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
|
$2.13M
|
+$701K
|
+8,477
|
+48%
|
|
|
554
|
WesBanco Bank
Wheeling,
West Virginia
|
$2.12M
|
+$1.07M
|
+12,901
|
+101%
|
|
|
555
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$2.11M
|
-$74.4K
|
-900
|
-3%
|
|
|
556
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$2.11M
|
-$103K
|
-1,251
|
-5%
|
|
|
557
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$2.1M
|
+$44.4K
|
+537
|
+2%
|
|
|
558
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.1M
|
-$8.68K
|
-105
|
-0.4%
|
|
|
559
|
EFG Asset Management (Americas)
Miami,
Florida
|
$2.08M
|
-$55K
|
-666
|
-3%
|
|
|
560
|
|
$2.07M
|
+$444K
|
+5,375
|
+27%
|
|
|
561
|
Beacon Pointe Advisors
Newport Beach,
California
|
$2.06M
|
+$803K
|
+9,718
|
+64%
|
|
|
562
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$2.05M
|
-$192K
|
-2,319
|
-9%
|
|
|
563
|
Pathstone Family Office
Englewood,
New Jersey
|
$2.03M
|
-$65K
|
-786
|
-3%
|
|
|
564
|
Virtue Capital Management
Brentwood,
Tennessee
|
$2.02M
|
+$912K
|
+11,035
|
+82%
|
|
|
565
|
Seven Post Investment Office
San Francisco,
California
|
$2.01M
|
–
|
–
|
–
|
|
|
566
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$2.01M
|
+$8.68K
|
+105
|
+0.4%
|
|
|
567
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2M
|
+$101K
|
+1,219
|
+5%
|
|
|
568
|
People's United Financial
Bridgeport,
Connecticut
|
$1.99M
|
+$107K
|
+1,294
|
+6%
|
|
|
569
|
Affinity Capital Advisors
Berkeley,
California
|
$1.98M
|
+$840K
|
+10,162
|
+74%
|
|
|
570
|
Aries Wealth Management
Portland,
Maine
|
$1.97M
|
+$180K
|
+2,178
|
+10%
|
|
|
571
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.95M
|
+$1.96M
|
+23,706
|
New
|
|
|
572
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$1.94M
|
-$405K
|
-4,905
|
-17%
|
|
|
573
|
Berkeley Capital Partners
Milton,
Georgia
|
$1.94M
|
+$10.6K
|
+128
|
+0.5%
|
|
|
574
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.91M
|
+$43K
|
+520
|
+2%
|
|
|
575
|
Coyle Financial Counsel
Glenview,
Illinois
|
$1.9M
|
+$55K
|
+666
|
+3%
|
|
