|
476
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$2.73M
|
+$2.72M
|
+29,373
|
New
|
|
|
477
|
Windham Capital Management
Boston,
Massachusetts
|
$2.72M
|
+$41.2K
|
+445
|
+2%
|
|
|
478
|
WealthSource Partners
San Luis Obispo,
California
|
$2.72M
|
-$636K
|
-6,873
|
-19%
|
|
|
479
|
VERITY Wealth Advisors
Sausalito,
United States
|
$2.72M
|
-$85.2K
|
-920
|
-3%
|
|
|
480
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.68M
|
–
|
–
|
–
|
|
|
481
|
Balentine LLC
Atlanta,
Georgia
|
$2.67M
|
-$265K
|
-2,863
|
-9%
|
|
|
482
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$2.66M
|
+$436K
|
+4,703
|
+20%
|
|
|
483
|
Norris Financial Group
Greenville,
South Carolina
|
$2.65M
|
+$2.65M
|
+28,590
|
New
|
|
|
484
|
Wall Capital Group
Phoenix,
Arizona
|
$2.65M
|
+$24.8K
|
+268
|
+0.9%
|
|
|
485
|
WhitTier Trust Company
Reno,
Nevada
|
$2.62M
|
–
|
–
|
–
|
|
|
486
|
Bangor Savings Bank
Bangor,
Maine
|
$2.61M
|
+$114K
|
+1,227
|
+5%
|
|
|
487
|
Duncker Streett & Co
St. Louis,
Missouri
|
$2.6M
|
+$377K
|
+4,071
|
+17%
|
|
|
488
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$2.59M
|
+$46.5K
|
+502
|
+2%
|
|
|
489
|
TCI Wealth Advisors
Tucson,
Arizona
|
$2.57M
|
-$1.3K
|
-14
|
-0.1%
|
|
|
490
|
Institute for Wealth Management
Denver,
Colorado
|
$2.55M
|
-$38.3K
|
-414
|
-1%
|
|
|
491
|
Concentric Wealth Management
Lafayette,
California
|
$2.55M
|
+$64.8K
|
+700
|
+3%
|
|
|
492
|
Stelac Advisory Services
New York
|
$2.51M
|
+$247K
|
+2,667
|
+11%
|
|
|
493
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$2.5M
|
+$4.08K
|
+44
|
+0.2%
|
|
|
494
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$2.47M
|
-$1.59M
|
-17,140
|
-39%
|
|
|
495
|
Citizens Financial Group
Providence,
Rhode Island
|
$2.46M
|
+$1.85M
|
+20,023
|
+308%
|
|
|
496
|
Greytown Advisors
Miami,
Florida
|
$2.46M
|
-$164K
|
-1,772
|
-6%
|
|
|
497
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$2.46M
|
–
|
–
|
–
|
|
|
498
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$2.46M
|
–
|
–
|
–
|
|
|
499
|
Savant Capital
Rockford,
Illinois
|
$2.44M
|
+$1.19M
|
+12,897
|
+96%
|
|
|
500
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$2.43M
|
+$153K
|
+1,652
|
+7%
|
|
