|
501
|
Advisor OS
Chicago,
Illinois
|
$23.1M
|
-$4.91M
|
-74,450
|
-17%
|
|
|
502
|
Park Place Capital
Homewood,
Alabama
|
$23.1M
|
+$1.28M
|
+19,373
|
+6%
|
|
|
503
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$23M
|
+$2.46M
|
+37,299
|
+13%
|
|
|
504
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$22.9M
|
+$23.6M
|
+357,764
|
New
|
|
|
505
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$22.9M
|
+$1.65M
|
+24,988
|
+8%
|
|
|
506
|
Zhang Financial
Portage,
Michigan
|
$22.8M
|
+$2.75M
|
+41,624
|
+13%
|
|
|
507
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$22.8M
|
-$732K
|
-11,094
|
-3%
|
|
|
508
|
Chilton Capital Management
Houston,
Texas
|
$22.7M
|
+$3.1M
|
+47,019
|
+15%
|
|
|
509
|
Echo45 Advisors
Walnut Creek,
California
|
$22.6M
|
-$121K
|
-1,835
|
-0.5%
|
|
|
510
|
Payne Capital Management
New York
|
$22.5M
|
+$562K
|
+8,519
|
+2%
|
|
|
511
|
Perigon Wealth Management
San Francisco,
California
|
$22.4M
|
+$801K
|
+12,138
|
+4%
|
|
|
512
|
Gill Capital Partners
Denver,
Colorado
|
$22.3M
|
+$2.31M
|
+35,069
|
+11%
|
|
|
513
|
Motive Wealth Advisors
Birmingham,
Michigan
|
$22.2M
|
-$3.94M
|
-59,627
|
-15%
|
|
|
514
|
American Money Management
Rancho Santa Fe,
California
|
$22.1M
|
+$334K
|
+5,060
|
+1%
|
|
|
515
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$22M
|
-$120K
|
-1,818
|
-0.5%
|
|
|
516
|
Penney Financial
Houston,
Texas
|
$22M
|
+$109K
|
+1,648
|
+0.5%
|
|
|
517
|
Signal Tree Financial Partners
Copley,
Ohio
|
$21.8M
|
+$438K
|
+6,641
|
+2%
|
|
|
518
|
Chesley Taft & Associates
Chicago,
Illinois
|
$21.7M
|
+$536K
|
+8,125
|
+2%
|
|
|
519
|
Accredited Investors
Edina,
Minnesota
|
$21.7M
|
-$571K
|
-8,650
|
-2%
|
|
|
520
|
Applied Capital
Little Rock,
Arkansas
|
$21.7M
|
+$366K
|
+5,545
|
+2%
|
|
|
521
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$21.6M
|
-$1.39M
|
-21,095
|
-6%
|
|
|
522
|
Fort Point Capital Partners
San Francisco,
California
|
$21.5M
|
-$2.36M
|
-35,779
|
-10%
|
|
|
523
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$21.4M
|
+$177K
|
+2,688
|
+0.8%
|
|
|
524
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$21.4M
|
+$9.54M
|
+144,535
|
+76%
|
|
|
525
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$21.2M
|
+$879K
|
+13,312
|
+4%
|
|
