|
501
|
Principal Financial Group
Des Moines,
Iowa
|
$673K
|
-$557K
|
-13,612
|
-46%
|
|
|
502
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$664K
|
+$3.77K
|
+92
|
+0.6%
|
|
|
503
|
Frontier Wealth Management
Kansas City,
Missouri
|
$662K
|
+$10.1K
|
+248
|
+2%
|
|
|
504
|
AssetMark Inc
Concord,
California
|
$661K
|
-$8.18K
|
-200
|
-1%
|
|
|
505
|
Rockland Trust
Hanover,
Massachusetts
|
$657K
|
+$643K
|
+15,720
|
New
|
|
|
506
|
TPG Financial Advisors
Portland,
Oregon
|
$655K
|
-$1.64K
|
-40
|
-0.3%
|
|
|
507
|
PagnatoKarp Partners
Reston,
Virginia
|
$655K
|
+$263K
|
+6,436
|
+70%
|
|
|
508
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$654K
|
-$60.9K
|
-1,488
|
-9%
|
|
|
509
|
Highwater Wealth Management
Glendale,
Colorado
|
$652K
|
-$35.8K
|
-876
|
-5%
|
|
|
510
|
VERITY Wealth Advisors
Sausalito,
United States
|
$652K
|
-$1.96K
|
-48
|
-0.3%
|
|
|
511
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$645K
|
-$29.1K
|
-712
|
-4%
|
|
|
512
|
Segment Wealth Management
Houston,
Texas
|
$638K
|
–
|
–
|
–
|
|
|
513
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$635K
|
-$104K
|
-2,552
|
-14%
|
|
|
514
|
Oxbow Advisors
Austin,
Texas
|
$635K
|
–
|
–
|
–
|
|
|
515
|
Northwest Capital Management
Lake Oswego,
Oregon
|
$634K
|
-$27.8K
|
-680
|
-4%
|
|
|
516
|
Ashfield Capital Partners
San Francisco,
California
|
$631K
|
-$623K
|
-15,224
|
Closed
|
|
|
517
|
Stewardship Financial Advisors
Stockbridge,
Georgia
|
$629K
|
-$81.5K
|
-1,992
|
-12%
|
|
|
518
|
Peak Asset Management
Louisville,
Colorado
|
$629K
|
-$35.4K
|
-864
|
-5%
|
|
|
519
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$627K
|
+$74.8K
|
+1,828
|
+14%
|
|
|
520
|
RFG Advisory
Birmingham,
Alabama
|
$616K
|
+$115K
|
+2,816
|
+24%
|
|
|
521
|
Smith, Moore & Co
Clayton,
Missouri
|
$615K
|
+$5.73K
|
+140
|
+1%
|
|
|
522
|
Montecito Bank & Trust
Santa Barbara,
California
|
$614K
|
-$8.18K
|
-200
|
-1%
|
|
|
523
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$614K
|
–
|
–
|
–
|
|
|
524
|
Ameritas Investment Company
Lincoln,
Nebraska
|
$612K
|
-$1.14M
|
-27,908
|
-66%
|
|
|
525
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$604K
|
–
|
–
|
–
|
|
