|
526
|
Capital Group Private Client Services
Los Angeles,
California
|
$1.6M
|
+$2.29K
|
+37
|
+0.1%
|
|
|
527
|
First Command Advisory Services
Fort Worth,
Texas
|
$1.58M
|
-$771K
|
-12,475
|
-33%
|
|
|
528
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.58M
|
+$147K
|
+2,387
|
+10%
|
|
|
529
|
Affiance Financial
St. Louis Park,
Minnesota
|
$1.58M
|
-$558K
|
-9,034
|
-26%
|
|
|
530
|
Friday Financial
Dubuque,
Iowa
|
$1.57M
|
–
|
–
|
–
|
|
|
531
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$1.56M
|
+$41.8K
|
+677
|
+3%
|
|
|
532
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.56M
|
+$1.55M
|
+25,068
|
New
|
|
|
533
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.56M
|
+$250K
|
+4,050
|
+19%
|
|
|
534
|
Avalon Trust
Santa Fe,
New Mexico
|
$1.55M
|
-$309K
|
-5,000
|
-17%
|
|
|
535
|
Westfuller Advisors
New York
|
$1.55M
|
+$4.63K
|
+75
|
+0.3%
|
|
|
536
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$1.55M
|
+$96.9K
|
+1,568
|
+7%
|
|
|
537
|
Baldwin Investment Management
West Conshohocken,
Pennsylvania
|
$1.54M
|
-$113K
|
-1,832
|
-7%
|
|
|
538
|
AQR Capital Management
Greenwich,
Connecticut
|
$1.54M
|
+$718K
|
+11,622
|
+88%
|
|
|
539
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.53M
|
+$4.45K
|
+72
|
+0.3%
|
|
|
540
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.52M
|
-$66.8K
|
-1,082
|
-4%
|
|
|
541
|
William Blair & Company
Chicago,
Illinois
|
$1.51M
|
+$23.5K
|
+380
|
+2%
|
|
|
542
|
Financial Advisors Network
Tustin,
California
|
$1.49M
|
+$17.5K
|
+283
|
+1%
|
|
|
543
|
Clearstead Trust
Portland,
Maine
|
$1.48M
|
+$1.21M
|
+19,515
|
+450%
|
|
|
544
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.47M
|
+$46.9K
|
+759
|
+3%
|
|
|
545
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$1.47M
|
-$1.03M
|
-16,662
|
-41%
|
|
|
546
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.47M
|
+$220K
|
+3,561
|
+18%
|
|
|
547
|
Successful Portfolios
Clearwater,
Florida
|
$1.47M
|
+$2.9K
|
+47
|
+0.2%
|
|
|
548
|
Peoples Financial Services Corp
Moosic,
Pennsylvania
|
$1.44M
|
+$618
|
+10
|
+0%
|
|
|
549
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$1.44M
|
+$17.4K
|
+282
|
+1%
|
|
|
550
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$1.43M
|
-$227K
|
-3,680
|
-14%
|
|
