|
501
|
Klingman & Associates
New York
|
$353K
|
–
|
–
|
–
|
|
|
502
|
Archford Capital Strategies
Swansea,
Illinois
|
$351K
|
–
|
–
|
–
|
|
|
503
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$351K
|
–
|
–
|
–
|
|
|
504
|
MCF Advisors
Covington,
Kentucky
|
$347K
|
–
|
–
|
–
|
|
|
505
|
SageView Advisory Group
Newport Beach,
California
|
$347K
|
+$13.9K
|
+68
|
+4%
|
|
|
506
|
First American Trust
Santa Ana,
California
|
$345K
|
+$20.6K
|
+101
|
+6%
|
|
|
507
|
NFP Retirement Inc
Aliso Viejo,
California
|
$341K
|
-$170K
|
-835
|
-32%
|
|
|
508
|
Kennicott Capital Management
Corte Madera,
California
|
$339K
|
-$710K
|
-3,478
|
-67%
|
|
|
509
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$339K
|
+$19.2K
|
+94
|
+6%
|
|
|
510
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$337K
|
–
|
–
|
–
|
|
|
511
|
Anchor Investment Management
Columbia,
South Carolina
|
$336K
|
+$26.3K
|
+129
|
+8%
|
|
|
512
|
Creative Financial Designs
Kokomo,
Indiana
|
$334K
|
+$107K
|
+526
|
+44%
|
|
|
513
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$333K
|
-$1.02K
|
-5
|
-0.3%
|
|
|
514
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$331K
|
-$6.13K
|
-30
|
-2%
|
|
|
515
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$327K
|
–
|
–
|
–
|
|
|
516
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$326K
|
-$171K
|
-838
|
-33%
|
|
|
517
|
Institute for Wealth Management
Denver,
Colorado
|
$326K
|
+$140K
|
+687
|
+70%
|
|
|
518
|
IFP Advisors
Tampa,
Florida
|
$322K
|
-$59.4K
|
-291
|
-15%
|
|
|
519
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$321K
|
-$40.6K
|
-199
|
-11%
|
|
|
520
|
9258 Wealth Management
Blue Ash,
Ohio
|
$320K
|
–
|
–
|
–
|
|
|
521
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$320K
|
–
|
–
|
–
|
|
|
522
|
Trellis Advisors
Ellensburg,
Washington
|
$317K
|
–
|
–
|
–
|
|
|
523
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$317K
|
-$4.9K
|
-24
|
-1%
|
|
|
524
|
Mission Creek Capital Partners
San Francisco,
California
|
$316K
|
+$612
|
+3
|
+0.2%
|
|
|
525
|
Meridian Wealth Advisors
Austin,
Texas
|
$316K
|
+$112K
|
+551
|
+51%
|
|
