|
501
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$26M
|
+$517K
|
+7,419
|
+2%
|
|
|
502
|
Orin Green Financial
San Diego,
California
|
$26M
|
-$311K
|
-4,461
|
-1%
|
|
|
503
|
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
|
$25.9M
|
+$15.4K
|
+221
|
+0.1%
|
|
|
504
|
XY Planning Network
Bozeman,
Montana
|
$25.9M
|
+$6.08M
|
+87,347
|
+32%
|
|
|
505
|
Applied Capital
Little Rock,
Arkansas
|
$25.4M
|
+$1.34M
|
+19,199
|
+6%
|
|
|
506
|
DMKC Advisory Services
Des Moines,
Iowa
|
$25.4M
|
+$20M
|
+286,639
|
+411%
|
|
|
507
|
American Money Management
Rancho Santa Fe,
California
|
$25.3M
|
+$689K
|
+9,892
|
+3%
|
|
|
508
|
Chesley Taft & Associates
Chicago,
Illinois
|
$25.3M
|
+$1.1M
|
+15,766
|
+5%
|
|
|
509
|
Procyon Advisors
Shelton,
Connecticut
|
$25.3M
|
-$1.3M
|
-18,731
|
-5%
|
|
|
510
|
Chilton Capital Management
Houston,
Texas
|
$25.2M
|
-$44.1K
|
-633
|
-0.2%
|
|
|
511
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$25.2M
|
+$506K
|
+7,267
|
+2%
|
|
|
512
|
Signal Tree Financial Partners
Copley,
Ohio
|
$25M
|
+$725K
|
+10,410
|
+3%
|
|
|
513
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$25M
|
+$484K
|
+6,945
|
+2%
|
|
|
514
|
Echo45 Advisors
Walnut Creek,
California
|
$25M
|
-$129K
|
-1,858
|
-0.5%
|
|
|
515
|
Payne Capital Management
New York
|
$24.9M
|
-$112K
|
-1,610
|
-0.5%
|
|
|
516
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$24.8M
|
-$1.45M
|
-20,797
|
-6%
|
|
|
517
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$24.6M
|
+$1.42M
|
+20,368
|
+6%
|
|
|
518
|
Crestmont Private Wealth
Houston,
Texas
|
$24.6M
|
+$5.83M
|
+83,713
|
+32%
|
|
|
519
|
Penney Financial
Houston,
Texas
|
$24.4M
|
-$88.8K
|
-1,275
|
-0.4%
|
|
|
520
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$24.3M
|
+$2.84M
|
+40,746
|
+14%
|
|
|
521
|
PFG Private Wealth Management
Lutz,
Florida
|
$24.2M
|
-$3.49M
|
-50,143
|
-13%
|
|
|
522
|
TriCert Investment Counsel
Waterloo,
|
$24.2M
|
+$23.6M
|
+339,367
|
New
|
|
|
523
|
|
$23.9M
|
+$2.86M
|
+41,014
|
+14%
|
|
|
524
|
Portland Global Advisors
Portland,
Maine
|
$23.9M
|
+$624K
|
+8,965
|
+3%
|
|
|
525
|
Warner Financial
Bethesda,
Maryland
|
$23.8M
|
+$642K
|
+9,211
|
+3%
|
|
