|
501
|
Cabana LLC
Fayetteville,
Arkansas
|
$2.77M
|
+$2.48M
|
+31,316
|
New
|
|
|
502
|
Davenport & Co
Richmond,
Virginia
|
$2.76M
|
-$55.2K
|
-696
|
-2%
|
|
|
503
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$2.76M
|
+$2.47M
|
+31,201
|
New
|
|
|
504
|
TD Private Client Wealth
New York
|
$2.75M
|
-$503K
|
-6,345
|
-17%
|
|
|
505
|
Sierra Capital
Miami,
Florida
|
$2.74M
|
+$143K
|
+1,800
|
+6%
|
|
|
506
|
Fonville Wealth Management
Richmond,
Virginia
|
$2.73M
|
+$2.45M
|
+30,931
|
New
|
|
|
507
|
Broadview Financial Management
Wauwatosa,
Wisconsin
|
$2.72M
|
-$588K
|
-7,413
|
-19%
|
|
|
508
|
Montag & Associates
Atlanta,
Georgia
|
$2.68M
|
+$555
|
+7
|
+0%
|
|
|
509
|
Hemington Wealth Management
Falls Church,
Virginia
|
$2.68M
|
-$109K
|
-1,375
|
-4%
|
|
|
510
|
Clayton Financial Group
St. Louis,
Missouri
|
$2.68M
|
+$2.4M
|
+30,286
|
New
|
|
|
511
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.67M
|
+$410K
|
+5,171
|
+21%
|
|
|
512
|
KeyBank National Association
Cleveland,
Ohio
|
$2.67M
|
-$359K
|
-4,525
|
-13%
|
|
|
513
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.66M
|
+$698K
|
+8,813
|
+41%
|
|
|
514
|
Mather Group
Chicago,
Illinois
|
$2.66M
|
-$464K
|
-5,856
|
-16%
|
|
|
515
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$2.66M
|
+$835K
|
+10,542
|
+54%
|
|
|
516
|
Traynor Capital Management
Malvern,
Pennsylvania
|
$2.64M
|
+$34.2K
|
+431
|
+1%
|
|
|
517
|
Insigneo Advisory Services
Miami,
Florida
|
$2.64M
|
+$271K
|
+3,415
|
+13%
|
|
|
518
|
World Investment Advisors
Santa Barbara,
California
|
$2.63M
|
+$9.19K
|
+116
|
+0.4%
|
|
|
519
|
Manhattan West Asset Management
Los Angeles,
California
|
$2.58M
|
+$2.31M
|
+29,205
|
New
|
|
|
520
|
Tillman Hartley LLC
Denver,
Colorado
|
$2.57M
|
+$96.3K
|
+1,215
|
+4%
|
|
|
521
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.56M
|
+$489K
|
+6,175
|
+27%
|
|
|
522
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$2.55M
|
+$6.1K
|
+77
|
+0.3%
|
|
|
523
|
One Degree Advisors
San Diego,
California
|
$2.53M
|
+$2.43M
|
+30,615
|
New
|
|
|
524
|
Focus Partners Wealth
Boston,
Massachusetts
|
$2.52M
|
+$2.26M
|
+28,551
|
New
|
|
|
525
|
Flaharty Asset Management
Clearwater,
Florida
|
$2.52M
|
+$187K
|
+2,358
|
+9%
|
|
