|
501
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$1.07M
|
+$1.03M
|
+23,940
|
New
|
|
|
502
|
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
$1.06M
|
+$222K
|
+5,164
|
+28%
|
|
|
503
|
Perkins Coie Trust Company
Seattle,
Washington
|
$1.06M
|
+$665K
|
+15,488
|
+186%
|
|
|
504
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$1.06M
|
+$172
|
+4
|
+0%
|
|
|
505
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$1.05M
|
-$320K
|
-7,448
|
-24%
|
|
|
506
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.04M
|
+$5.67K
|
+132
|
+0.6%
|
|
|
507
|
Sonata Capital Group
Seattle,
Washington
|
$1.04M
|
-$163K
|
-3,800
|
-14%
|
|
|
508
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.04M
|
+$1M
|
+23,308
|
New
|
|
|
509
|
Corbett Road Capital Management
Mclean,
Virginia
|
$1.03M
|
+$989K
|
+23,036
|
New
|
|
|
510
|
Alerus Financial
Grand Forks,
North Dakota
|
$1.02M
|
-$1.25M
|
-29,096
|
-56%
|
|
|
511
|
SP Asset Management
Cupertino,
California
|
$1.02M
|
+$4.64K
|
+108
|
+0.5%
|
|
|
512
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$1.02M
|
+$15.1K
|
+352
|
+2%
|
|
|
513
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$1.01M
|
+$977K
|
+22,760
|
New
|
|
|
514
|
Walkner Condon Financial Advisors
Madison,
Wisconsin
|
$1M
|
+$966K
|
+22,500
|
New
|
|
|
515
|
Brown Advisory Securities
Baltimore,
Maryland
|
$1M
|
-$73.3K
|
-1,708
|
-7%
|
|
|
516
|
Chandler Asset Management
San Diego,
California
|
$986K
|
–
|
–
|
–
|
|
|
517
|
BSW Wealth Partners
Boulder,
Colorado
|
$979K
|
-$4.29K
|
-100
|
-0.5%
|
|
|
518
|
Washington Trust Bank
Spokane,
Washington
|
$979K
|
+$226K
|
+5,268
|
+32%
|
|
|
519
|
HawsGoodwin Investment Management
Franklin,
Tennessee
|
$978K
|
+$943K
|
+21,960
|
New
|
|
|
520
|
Koshinski Asset Management
Decatur,
Illinois
|
$977K
|
+$34.2K
|
+796
|
+4%
|
|
|
521
|
Essex Savings Bank
Essex,
Connecticut
|
$973K
|
+$859
|
+20
|
+0.1%
|
|
|
522
|
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
$964K
|
-$164K
|
-3,828
|
-15%
|
|
|
523
|
Arete Wealth Advisors
Chicago,
Illinois
|
$964K
|
+$7.73K
|
+180
|
+0.8%
|
|
|
524
|
Northstar Wealth Partners
West Hartford,
Connecticut
|
$963K
|
–
|
–
|
–
|
|
|
525
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$960K
|
-$56.3K
|
-1,312
|
-6%
|
|
