|
501
|
Spinnaker Trust
Portland,
Maine
|
$2.39M
|
-$366K
|
-6,752
|
-13%
|
|
|
502
|
Charles Schwab Trust
Henderson,
Nevada
|
$2.38M
|
+$497K
|
+9,152
|
+28%
|
|
|
503
|
Jay A. Fishman Ltd
Troy,
Michigan
|
$2.37M
|
-$5.43K
|
-100
|
-0.2%
|
|
|
504
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.36M
|
+$125K
|
+2,304
|
+6%
|
|
|
505
|
Anchor Investment Management
Columbia,
South Carolina
|
$2.35M
|
-$121K
|
-2,232
|
-5%
|
|
|
506
|
Defined Wealth Management
Beaverton,
Oregon
|
$2.35M
|
+$516K
|
+9,504
|
+29%
|
|
|
507
|
Kingfisher Capital
Charlotte,
North Carolina
|
$2.33M
|
+$4.78K
|
+88
|
+0.2%
|
|
|
508
|
First National Trust
Hermitage,
Pennsylvania
|
$2.3M
|
-$1.08K
|
-20
|
-0%
|
|
|
509
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.27M
|
+$600K
|
+11,048
|
+37%
|
|
|
510
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$2.27M
|
+$104K
|
+1,924
|
+5%
|
|
|
511
|
Flow Traders U.S.
New York
|
$2.27M
|
+$2.22M
|
+40,932
|
New
|
|
|
512
|
Principal Financial Group
Des Moines,
Iowa
|
$2.26M
|
-$3.68M
|
-67,816
|
-62%
|
|
|
513
|
Wedbush Securities
Los Angeles,
California
|
$2.25M
|
+$451K
|
+8,312
|
+26%
|
|
|
514
|
Running Point Capital Advisors
El Segundo,
California
|
$2.25M
|
+$214K
|
+3,948
|
+11%
|
|
|
515
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$2.24M
|
+$2.19M
|
+40,444
|
New
|
|
|
516
|
|
$2.24M
|
–
|
–
|
–
|
|
|
517
|
Levy Wealth Management Group
Philadelphia,
Pennsylvania
|
$2.24M
|
+$542K
|
+9,992
|
+33%
|
|
|
518
|
Family Legacy Inc
Greenville,
South Carolina
|
$2.21M
|
+$639K
|
+11,768
|
+42%
|
|
|
519
|
Integrated Advisors Network
Dallas,
Texas
|
$2.2M
|
+$387K
|
+7,136
|
+22%
|
|
|
520
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$2.18M
|
+$136K
|
+2,500
|
+7%
|
|
|
521
|
Regal Wealth Group
Seal Beach,
California
|
$2.18M
|
-$54.7K
|
-1,008
|
-2%
|
|
|
522
|
Vectors Research Management
New York
|
$2.16M
|
-$216K
|
-3,988
|
-9%
|
|
|
523
|
SWMG LLC
Fort Worth,
Texas
|
$2.16M
|
-$64K
|
-1,180
|
-3%
|
|
|
524
|
Linscomb Wealth
Houston,
Texas
|
$2.16M
|
-$7.16K
|
-132
|
-0.3%
|
|
|
525
|
Bangor Savings Bank
Bangor,
Maine
|
$2.13M
|
+$101K
|
+1,860
|
+5%
|
|
