|
526
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$12.5M
|
+$632K
|
+8,268
|
+6%
|
|
|
527
|
Segment Wealth Management
Houston,
Texas
|
$12.4M
|
+$10.1K
|
+132
|
+0.1%
|
|
|
528
|
Facet Wealth Inc
Baltimore,
Maryland
|
$12.4M
|
-$264K
|
-3,456
|
-2%
|
|
|
529
|
Cardiff Park Advisors
Carlsbad,
California
|
$12.4M
|
+$270K
|
+3,528
|
+2%
|
|
|
530
|
rebel Financial
Groveport,
Ohio
|
$12.3M
|
-$12.7M
|
-165,912
|
Closed
|
|
|
531
|
Gentry Private Wealth
Wichita,
Kansas
|
$12.3M
|
-$285K
|
-3,732
|
-2%
|
|
|
532
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$12.2M
|
+$5.04M
|
+66,018
|
+76%
|
|
|
533
|
Financial Life Advisors
San Antonio,
Texas
|
$12.2M
|
-$260K
|
-3,402
|
-2%
|
|
|
534
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$12M
|
-$107K
|
-1,398
|
-0.9%
|
|
|
535
|
AGF Management
Toronto,
Ontario, Canada
|
$12M
|
-$299K
|
-3,918
|
-3%
|
|
|
536
|
Kendall Capital Management
Rockville,
Maryland
|
$11.9M
|
+$837K
|
+10,956
|
+8%
|
|
|
537
|
Caprock Group
Boise,
Idaho
|
$11.9M
|
+$11.9M
|
+155,970
|
New
|
|
|
538
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$11.9M
|
+$1.81M
|
+23,670
|
+19%
|
|
|
539
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$11.9M
|
+$57.8K
|
+756
|
+0.5%
|
|
|
540
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$11.8M
|
+$262K
|
+3,432
|
+2%
|
|
|
541
|
Bath Savings Trust
Bath,
Maine
|
$11.7M
|
-$5.5K
|
-72
|
-0%
|
|
|
542
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$11.6M
|
+$144K
|
+1,878
|
+1%
|
|
|
543
|
Parallel Advisors
San Francisco,
California
|
$11.6M
|
+$1.76M
|
+22,986
|
+19%
|
|
|
544
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.5M
|
+$11M
|
+144,264
|
New
|
|
|
545
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$11.4M
|
-$197K
|
-2,574
|
-2%
|
|
|
546
|
Calton & Associates
Tampa,
Florida
|
$11.4M
|
+$1.66M
|
+21,660
|
+18%
|
|
|
547
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$11.3M
|
-$440K
|
-5,760
|
-4%
|
|
|
548
|
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
|
$11.3M
|
+$146K
|
+1,908
|
+1%
|
|
|
549
|
First United Bank & Trust
Oakland,
Maryland
|
$11.3M
|
+$364K
|
+4,758
|
+3%
|
|
|
550
|
Prostatis Group
Hanover,
Maryland
|
$11.3M
|
-$45.9K
|
-600
|
-0.4%
|
|
