|
501
|
Cypress Point Wealth Management
Dallas,
Texas
|
$2.48M
|
-$524K
|
-5,000
|
-18%
|
|
|
502
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$2.47M
|
-$9.23K
|
-88
|
-0.4%
|
|
|
503
|
MAI Capital Management
Independence,
Ohio
|
$2.47M
|
+$63.2K
|
+603
|
+3%
|
|
|
504
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$2.46M
|
+$2.43M
|
+23,203
|
New
|
|
|
505
|
Eukles Asset Management
Cincinnati,
Ohio
|
$2.42M
|
-$53.6K
|
-511
|
-2%
|
|
|
506
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.41M
|
–
|
–
|
–
|
|
|
507
|
Eagle Strategies
New York
|
$2.4M
|
-$30K
|
-286
|
-1%
|
|
|
508
|
Milestone Advisory Partners
Southern Pines,
North Carolina
|
$2.38M
|
+$563K
|
+5,371
|
+31%
|
|
|
509
|
North Star Asset Management
Neenah,
Wisconsin
|
$2.37M
|
+$777K
|
+7,408
|
+50%
|
|
|
510
|
Carr Financial Group
Worcester,
Massachusetts
|
$2.36M
|
-$672K
|
-6,409
|
-22%
|
|
|
511
|
Warner Financial
Bethesda,
Maryland
|
$2.35M
|
+$1.47K
|
+14
|
+0.1%
|
|
|
512
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$2.34M
|
+$227K
|
+2,161
|
+11%
|
|
|
513
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$2.33M
|
+$734
|
+7
|
+0%
|
|
|
514
|
Forza Wealth Management
Sarasota,
Florida
|
$2.31M
|
-$126K
|
-1,200
|
-5%
|
|
|
515
|
Bristlecone Advisors
Bellevue,
Washington
|
$2.29M
|
+$2.2K
|
+21
|
+0.1%
|
|
|
516
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$2.29M
|
+$524
|
+5
|
+0%
|
|
|
517
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$2.27M
|
-$20.8K
|
-198
|
-0.9%
|
|
|
518
|
Cozad Asset Management
Champaign,
Illinois
|
$2.25M
|
+$52.8K
|
+503
|
+2%
|
|
|
519
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$2.23M
|
-$168K
|
-1,606
|
-7%
|
|
|
520
|
Huntington National Bank
Columbus,
Ohio
|
$2.23M
|
–
|
–
|
–
|
|
|
521
|
Intellectus Partners
San Francisco,
California
|
$2.22M
|
+$68.2K
|
+650
|
+3%
|
|
|
522
|
Platform Technology Partners
New York
|
$2.21M
|
-$24.9K
|
-237
|
-1%
|
|
|
523
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$2.2M
|
-$129K
|
-1,228
|
-6%
|
|
|
524
|
Choreo LLC
Rockford,
Illinois
|
$2.19M
|
-$1.34M
|
-12,796
|
-38%
|
|
|
525
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$2.19M
|
+$295K
|
+2,811
|
+16%
|
|
