|
501
|
Freestone Capital Holdings
Seattle,
Washington
|
$2.17M
|
–
|
–
|
–
|
|
|
502
|
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
$2.14M
|
-$47.4K
|
-1,284
|
-2%
|
|
|
503
|
Evercore Wealth Management
New York
|
$2.12M
|
+$44.3K
|
+1,200
|
+2%
|
|
|
504
|
Avantax Planning Partners
Dubuque,
Iowa
|
$2.11M
|
-$93.7K
|
-2,538
|
-4%
|
|
|
505
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.11M
|
-$89.7K
|
-2,430
|
-4%
|
|
|
506
|
Dowling & Yahnke
San Diego,
California
|
$2.1M
|
+$645K
|
+17,478
|
+46%
|
|
|
507
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.07M
|
–
|
–
|
–
|
|
|
508
|
Citizens Financial Group
Providence,
Rhode Island
|
$2.06M
|
+$414K
|
+11,220
|
+26%
|
|
|
509
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.05M
|
-$138K
|
-3,744
|
-6%
|
|
|
510
|
Partnervest Advisory Services
Santa Barbara,
California
|
$2.05M
|
+$549K
|
+14,880
|
+38%
|
|
|
511
|
Keebeck Wealth Management
Chicago,
Illinois
|
$2.05M
|
-$14.4K
|
-390
|
-0.7%
|
|
|
512
|
Hohimer Wealth Management
Seattle,
Washington
|
$2.04M
|
+$354K
|
+9,600
|
+22%
|
|
|
513
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$2.03M
|
-$41K
|
-1,110
|
-2%
|
|
|
514
|
Probity Advisors
Dallas,
Texas
|
$2.02M
|
-$26.8K
|
-726
|
-1%
|
|
|
515
|
Brighton Jones LLC
Seattle,
Washington
|
$2.01M
|
-$58K
|
-1,572
|
-3%
|
|
|
516
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2M
|
+$1.95M
|
+52,860
|
New
|
|
|
517
|
KeyBank National Association
Cleveland,
Ohio
|
$1.98M
|
-$71.3K
|
-1,932
|
-4%
|
|
|
518
|
Independent Financial Group
San Diego,
California
|
$1.95M
|
+$70K
|
+1,896
|
+4%
|
|
|
519
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$1.95M
|
-$7.75K
|
-210
|
-0.4%
|
|
|
520
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.94M
|
+$1.89M
|
+51,246
|
New
|
|
|
521
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.94M
|
+$222K
|
+6,000
|
+13%
|
|
|
522
|
Catalyst Private Wealth
San Mateo,
California
|
$1.93M
|
+$1.88M
|
+50,976
|
New
|
|
|
523
|
Center for Financial Planning
Southfied,
Michigan
|
$1.93M
|
+$332K
|
+9,000
|
+22%
|
|
|
524
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.91M
|
+$369K
|
+9,996
|
+25%
|
|
|
525
|
Evanson Asset Management
Carmel,
California
|
$1.9M
|
-$64.9K
|
-1,758
|
-3%
|
|
