|
651
|
Security National Bank
Omaha,
Nebraska
|
$5.54M
|
+$5.34M
|
+68,820
|
New
|
|
|
652
|
Mission Creek Capital Partners
San Francisco,
California
|
$5.52M
|
+$1.49M
|
+19,246
|
+39%
|
|
|
653
|
Advocate Group
Minnetonka,
Minnesota
|
$5.5M
|
-$436K
|
-5,623
|
-8%
|
|
|
654
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$5.49M
|
-$14.5K
|
-187
|
-0.3%
|
|
|
655
|
Fiduciary Alliance
Greenville,
South Carolina
|
$5.48M
|
-$51.6K
|
-666
|
-1%
|
|
|
656
|
Creative Financial Designs
Kokomo,
Indiana
|
$5.45M
|
+$799K
|
+10,307
|
+18%
|
|
|
657
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$5.45M
|
-$155
|
-2
|
-0%
|
|
|
658
|
Secure Asset Management
Troy,
Michigan
|
$5.44M
|
+$103K
|
+1,325
|
+2%
|
|
|
659
|
Rialto Wealth Management
Syracuse,
New York
|
$5.44M
|
-$333K
|
-4,289
|
-6%
|
|
|
660
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$5.43M
|
+$2.56M
|
+32,973
|
+96%
|
|
|
661
|
Hofer & Associates
Thousand Oaks,
California
|
$5.43M
|
+$124K
|
+1,603
|
+2%
|
|
|
662
|
WP Advisors
San Francisco,
California
|
$5.42M
|
-$11.7K
|
-151
|
-0.2%
|
|
|
663
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$5.41M
|
+$29.6K
|
+382
|
+0.6%
|
|
|
664
|
Vickerman Investment Advisors
Spokane,
Washington
|
$5.37M
|
-$79.5K
|
-1,025
|
-2%
|
|
|
665
|
Petros Family Wealth
Bloomington,
Minnesota
|
$5.33M
|
-$598K
|
-7,714
|
-10%
|
|
|
666
|
Ascent Group
Virginia Beach,
Virginia
|
$5.27M
|
+$316K
|
+4,081
|
+7%
|
|
|
667
|
Wealthfront Advisers
Palo Alto,
California
|
$5.27M
|
+$750K
|
+9,675
|
+17%
|
|
|
668
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$5.26M
|
+$453K
|
+5,846
|
+10%
|
|
|
669
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$5.23M
|
-$15.4M
|
-198,553
|
-75%
|
|
|
670
|
M3 Wealth Management
Cincinnati,
Ohio
|
$5.19M
|
+$551K
|
+7,104
|
+12%
|
|
|
671
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$5.15M
|
-$128K
|
-1,646
|
-3%
|
|
|
672
|
Meridian Financial
Holliston,
Massachusetts
|
$5.1M
|
-$75K
|
-968
|
-2%
|
|
|
673
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$5.09M
|
+$203K
|
+2,618
|
+4%
|
|
|
674
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$5.06M
|
+$233
|
+3
|
+0%
|
|
|
675
|
PAX Financial Group
San Antonio,
Texas
|
$5.03M
|
-$130K
|
-1,672
|
-3%
|
|
