|
526
|
WealthShield Partners
Cary,
North Carolina
|
$2.46M
|
+$179K
|
+1,429
|
+8%
|
|
|
527
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.45M
|
–
|
–
|
–
|
|
|
528
|
MCF Advisors
Covington,
Kentucky
|
$2.44M
|
+$752
|
+6
|
+0%
|
|
|
529
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$2.42M
|
-$1.35M
|
-10,782
|
-37%
|
|
|
530
|
Abacus Planning Group
Columbia,
South Carolina
|
$2.41M
|
+$66.3K
|
+529
|
+3%
|
|
|
531
|
Wells Trecaso Financial Group
Akron,
Ohio
|
$2.39M
|
+$12.5K
|
+100
|
+0.6%
|
|
|
532
|
Independent Financial Group
San Diego,
California
|
$2.39M
|
+$453K
|
+3,617
|
+25%
|
|
|
533
|
Rockbridge Investment Management
Syracuse,
New York
|
$2.38M
|
+$215K
|
+1,714
|
+10%
|
|
|
534
|
LPWM LLC
Minneapolis,
Minnesota
|
$2.37M
|
+$129K
|
+1,027
|
+6%
|
|
|
535
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$2.37M
|
-$89.5K
|
-714
|
-4%
|
|
|
536
|
Old National Bancorp
Evansville,
Indiana
|
$2.36M
|
-$8.02K
|
-64
|
-0.4%
|
|
|
537
|
Evanson Asset Management
Carmel,
California
|
$2.35M
|
-$340K
|
-2,710
|
-13%
|
|
|
538
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$2.34M
|
+$5.77K
|
+46
|
+0.3%
|
|
|
539
|
Caprock Group
Boise,
Idaho
|
$2.34M
|
-$12.5K
|
-100
|
-0.6%
|
|
|
540
|
Viridian RIA
Bothell,
Washington
|
$2.32M
|
-$3.37M
|
-26,866
|
Closed
|
|
|
541
|
Raymond James Trust
St. Petersburg,
Florida
|
$2.28M
|
+$512K
|
+4,083
|
+31%
|
|
|
542
|
Newton One Investments
Newark,
Delaware
|
$2.27M
|
–
|
–
|
–
|
|
|
543
|
L & S Advisors
Los Angeles,
California
|
$2.25M
|
+$3.13K
|
+25
|
+0.1%
|
|
|
544
|
Oppenheimer & Co
New York
|
$2.23M
|
+$157K
|
+1,249
|
+8%
|
|
|
545
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$2.23M
|
-$16.4K
|
-131
|
-0.8%
|
|
|
546
|
Clear Perspective Advisors
Aurora,
Illinois
|
$2.22M
|
+$38.9K
|
+310
|
+2%
|
|
|
547
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.22M
|
-$17.9M
|
-142,614
|
-89%
|
|
|
548
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$2.22M
|
–
|
–
|
–
|
|
|
549
|
Zions Bancorporation
Salt Lake City,
Utah
|
$2.21M
|
–
|
–
|
–
|
|
|
550
|
Strategic Financial Partners
Bend,
Oregon
|
$2.19M
|
-$78.5K
|
-626
|
-4%
|
|
