|
401
|
Waverly Advisors
Birmingham,
Alabama
|
$5.29M
|
+$713K
|
+11,380
|
+14%
|
|
|
402
|
BCGM Wealth Management
Lafayette,
Indiana
|
$5.26M
|
+$71.2K
|
+1,136
|
+1%
|
|
|
403
|
Rockbridge Investment Management
Syracuse,
New York
|
$5.25M
|
+$305K
|
+4,872
|
+6%
|
|
|
404
|
NWAM LLC
Mercer Island,
Washington
|
$5.25M
|
+$492K
|
+7,856
|
+11%
|
|
|
405
|
First United Bank & Trust
Oakland,
Maryland
|
$5.25M
|
+$64.4K
|
+1,028
|
+1%
|
|
|
406
|
HB Wealth Management
Atlanta,
Georgia
|
$5.24M
|
+$5.16M
|
+82,336
|
New
|
|
|
407
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$5.22M
|
+$1.69M
|
+26,988
|
+49%
|
|
|
408
|
Bristlecone Advisors
Bellevue,
Washington
|
$5.18M
|
+$80K
|
+1,276
|
+2%
|
|
|
409
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$5.18M
|
+$2.46M
|
+39,300
|
+94%
|
|
|
410
|
Refined Wealth Management
Salt Lake City,
Utah
|
$5.16M
|
+$75K
|
+1,196
|
+1%
|
|
|
411
|
Mystic Asset Management
Warwick,
Rhode Island
|
$5.14M
|
+$5.06M
|
+80,708
|
New
|
|
|
412
|
Quest Capital Management
Dallas,
Texas
|
$5.13M
|
+$6.77K
|
+108
|
+0.1%
|
|
|
413
|
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
$5.12M
|
–
|
–
|
–
|
|
|
414
|
Pacific Center for Financial Services
San Ramon,
California
|
$5.11M
|
-$146K
|
-2,336
|
-3%
|
|
|
415
|
Park Avenue Securities
New York
|
$5.09M
|
+$719K
|
+11,468
|
+17%
|
|
|
416
|
Franklin Resources
San Mateo,
California
|
$5.09M
|
+$106K
|
+1,684
|
+2%
|
|
|
417
|
High Pines Wealth Management
Duxbury,
Massachusetts
|
$5.07M
|
+$394K
|
+6,280
|
+9%
|
|
|
418
|
Custos Family Office
Austin,
Texas
|
$5.04M
|
+$4.96M
|
+79,136
|
New
|
|
|
419
|
Ziegler Capital Management
Chicago,
Illinois
|
$5.04M
|
-$1.89M
|
-30,180
|
-28%
|
|
|
420
|
TD Private Client Wealth
New York
|
$5M
|
+$752
|
+12
|
+0%
|
|
|
421
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$5M
|
-$837K
|
-13,356
|
-15%
|
|
|
422
|
Berkeley Capital Partners
Milton,
Georgia
|
$4.98M
|
+$1.41M
|
+22,524
|
+41%
|
|
|
423
|
MAS Advisors
Miami,
Florida
|
$4.95M
|
+$4.87M
|
+77,692
|
New
|
|
|
424
|
People's United Financial
Bridgeport,
Connecticut
|
$4.95M
|
-$153K
|
-2,448
|
-3%
|
|
|
425
|
Mather Group
Chicago,
Illinois
|
$4.95M
|
+$4.17M
|
+66,580
|
+602%
|
|
