|
501
|
TrueWealth LLC
Atlanta,
Georgia
|
$110K
|
–
|
–
|
–
|
|
|
502
|
Bison Wealth
Atlanta,
Georgia
|
$110K
|
+$106K
|
+922
|
New
|
|
|
503
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$108K
|
+$105K
|
+907
|
New
|
|
|
504
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$107K
|
–
|
–
|
–
|
|
|
505
|
Covington Capital Management
Los Angeles,
California
|
$106K
|
+$39.2K
|
+340
|
+62%
|
|
|
506
|
Parallel Advisors
San Francisco,
California
|
$100K
|
+$1.38K
|
+12
|
+1%
|
|
|
507
|
Interactive Financial Advisors
New Lenox,
Illinois
|
$99K
|
+$95.3K
|
+827
|
New
|
|
|
508
|
Vectors Research Management
New York
|
$98K
|
-$59.3K
|
-515
|
-39%
|
|
|
509
|
Financial Perspectives
Minneapolis,
Minnesota
|
$96.5K
|
+$93.3K
|
+810
|
New
|
|
|
510
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$96K
|
+$1.38K
|
+12
|
+2%
|
|
|
511
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$95K
|
+$576
|
+5
|
+0.6%
|
|
|
512
|
Matrix Private Capital Group
New York
|
$95K
|
+$91.6K
|
+795
|
New
|
|
|
513
|
Pinnacle Bancorp
Beatrice,
Nebraska
|
$94K
|
–
|
–
|
–
|
|
|
514
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$85K
|
+$49.5K
|
+430
|
+152%
|
|
|
515
|
PSI Advisors
Tampa,
Florida
|
$85K
|
+$82.7K
|
+718
|
New
|
|
|
516
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$84K
|
+$13.3K
|
+115
|
+19%
|
|
|
517
|
Chevy Chase Trust
Bethesda,
Maryland
|
$83K
|
+$80.4K
|
+698
|
New
|
|
|
518
|
BBVA USA Bancshares
Houston,
Texas
|
$83K
|
+$80.5K
|
+699
|
New
|
|
|
519
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$82K
|
–
|
–
|
–
|
|
|
520
|
Shine Investment Advisory Services
Lone Tree,
Colorado
|
$78K
|
–
|
–
|
–
|
|
|
521
|
Berman Capital Advisors
Atlanta,
Georgia
|
$77K
|
–
|
–
|
–
|
|
|
522
|
Firestone Capital Management
Coral Gables,
Florida
|
$75K
|
+$72.6K
|
+630
|
New
|
|
|
523
|
M&R Capital Management
Summit,
New Jersey
|
$73K
|
–
|
–
|
–
|
|
|
524
|
Allworth Financial
Folsom,
California
|
$71K
|
-$15K
|
-130
|
-18%
|
|
|
525
|
Selective Wealth Management
Forest,
Virginia
|
$69K
|
+$66.4K
|
+576
|
New
|
|
