|
501
|
Creative Financial Designs
Kokomo,
Indiana
|
$6.31M
|
+$149K
|
+3,057
|
+2%
|
|
|
502
|
Mutual Advisors
Omaha,
Nebraska
|
$6.27M
|
-$3.41M
|
-69,727
|
-35%
|
|
|
503
|
1900 Wealth Management
San Antonio,
Texas
|
$6.23M
|
+$5.42M
|
+110,968
|
+703%
|
|
|
504
|
Perella Weinberg Partners Capital Management
New York
|
$6.21M
|
-$6.13M
|
-125,496
|
-50%
|
|
|
505
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$6.19M
|
+$833K
|
+17,061
|
+16%
|
|
|
506
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$6.19M
|
–
|
–
|
–
|
|
|
507
|
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
$6.11M
|
-$25.9K
|
-531
|
-0.4%
|
|
|
508
|
Daniels + Tansey
Wilmington,
Delaware
|
$6.09M
|
-$288K
|
-5,902
|
-5%
|
|
|
509
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$6.08M
|
-$650K
|
-13,304
|
-10%
|
|
|
510
|
Resource Planning Group
Atlanta,
Georgia
|
$6.06M
|
+$150K
|
+3,069
|
+2%
|
|
|
511
|
Portland Global Advisors
Portland,
Maine
|
$6.05M
|
–
|
–
|
–
|
|
|
512
|
Charles Schwab Trust
Henderson,
Nevada
|
$6.04M
|
+$62.7K
|
+1,283
|
+1%
|
|
|
513
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$6.04M
|
+$285K
|
+5,843
|
+5%
|
|
|
514
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$6.02M
|
-$1.01M
|
-20,763
|
-14%
|
|
|
515
|
Capital International Investors
Los Angeles,
California
|
$5.99M
|
+$492K
|
+10,062
|
+9%
|
|
|
516
|
Coyle Financial Counsel
Glenview,
Illinois
|
$5.96M
|
+$17.2K
|
+353
|
+0.3%
|
|
|
517
|
First Bancorp
Damariscotta,
Maine
|
$5.96M
|
+$5.93M
|
+121,363
|
New
|
|
|
518
|
CGN Advisors
Manhattan,
Kansas
|
$5.94M
|
-$393K
|
-8,053
|
-6%
|
|
|
519
|
Abbrea Capital
Greenbrae,
California
|
$5.93M
|
+$270K
|
+5,517
|
+5%
|
|
|
520
|
Tiedemann Advisors
New York
|
$5.91M
|
–
|
–
|
–
|
|
|
521
|
CWA Asset Management Group
Naples,
Florida
|
$5.89M
|
+$132K
|
+2,693
|
+2%
|
|
|
522
|
Next Financial Group
Houston,
Texas
|
$5.87M
|
-$509K
|
-10,419
|
-8%
|
|
|
523
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.86M
|
-$401K
|
-8,209
|
-6%
|
|
|
524
|
|
$5.81M
|
+$5.78M
|
+118,330
|
New
|
|
|
525
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$5.81M
|
+$65.7K
|
+1,345
|
+1%
|
|
