|
551
|
|
$2.81M
|
+$586K
|
+14,256
|
+23%
|
|
|
552
|
Laidlaw Wealth Management
New York City,
New York
|
$2.81M
|
+$314K
|
+7,638
|
+11%
|
|
|
553
|
Southland Equity Partners
Wildwood,
Missouri
|
$2.78M
|
+$133K
|
+3,228
|
+5%
|
|
|
554
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.77M
|
+$151K
|
+3,678
|
+5%
|
|
|
555
|
Weinberger Asset Management
Los Angeles,
California
|
$2.77M
|
+$469K
|
+11,406
|
+18%
|
|
|
556
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$2.77M
|
+$139K
|
+3,372
|
+5%
|
|
|
557
|
Arcadia Investment Advisors
Eagle,
Idaho
|
$2.76M
|
-$492K
|
-11,970
|
-14%
|
|
|
558
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.76M
|
-$92.4K
|
-2,250
|
-3%
|
|
|
559
|
Tower View Wealth Management
Shorewood,
Wisconsin
|
$2.74M
|
-$43.1K
|
-1,050
|
-1%
|
|
|
560
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$2.73M
|
+$311K
|
+7,566
|
+11%
|
|
|
561
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$2.72M
|
+$60.1K
|
+1,464
|
+2%
|
|
|
562
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$2.72M
|
–
|
–
|
–
|
|
|
563
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$2.72M
|
+$566K
|
+13,776
|
+23%
|
|
|
564
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$2.69M
|
+$82.6K
|
+2,010
|
+3%
|
|
|
565
|
SOA Wealth Advisors
New York
|
$2.69M
|
+$71.2K
|
+1,734
|
+2%
|
|
|
566
|
Csenge Advisory Group
Clearwater,
Florida
|
$2.68M
|
-$42.6K
|
-1,038
|
-1%
|
|
|
567
|
Gradient Capital Advisors
San Diego,
California
|
$2.65M
|
+$161K
|
+3,918
|
+6%
|
|
|
568
|
GFS Advisors
Houston,
Texas
|
$2.65M
|
+$316K
|
+7,686
|
+12%
|
|
|
569
|
SVB Wealth
Boston,
Massachusetts
|
$2.64M
|
+$182K
|
+4,434
|
+7%
|
|
|
570
|
Personal Capital Advisors
Redwood City,
California
|
$2.64M
|
-$584K
|
-14,208
|
-17%
|
|
|
571
|
Aspiriant LLC
Los Angeles,
California
|
$2.61M
|
+$7.89K
|
+192
|
+0.3%
|
|
|
572
|
Tiedemann Advisors
New York
|
$2.6M
|
+$17.3K
|
+420
|
+0.6%
|
|
|
573
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$2.59M
|
+$261K
|
+6,354
|
+10%
|
|
|
574
|
TBH Global Asset Management
Brentwood,
Tennessee
|
$2.56M
|
+$33.8K
|
+822
|
+1%
|
|
|
575
|
Citadel Advisors
Miami,
Florida
|
$2.55M
|
-$4.36M
|
-106,092
|
-61%
|
|
