|
501
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$3.45M
|
+$167K
|
+1,353
|
+5%
|
|
|
502
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$3.41M
|
+$77.9K
|
+631
|
+2%
|
|
|
503
|
RFG Advisory
Birmingham,
Alabama
|
$3.4M
|
+$686K
|
+5,558
|
+26%
|
|
|
504
|
Perigon Wealth Management
San Francisco,
California
|
$3.4M
|
+$3.27M
|
+26,524
|
New
|
|
|
505
|
Blue Barn Wealth
Orem,
Utah
|
$3.39M
|
-$19.9K
|
-161
|
-0.6%
|
|
|
506
|
Silverlake Wealth Management
Williston,
Vermont
|
$3.38M
|
+$57.7K
|
+467
|
+2%
|
|
|
507
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$3.38M
|
-$2.5M
|
-20,214
|
-43%
|
|
|
508
|
Advisor OS
Chicago,
Illinois
|
$3.33M
|
+$5.93K
|
+48
|
+0.2%
|
|
|
509
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$3.31M
|
+$161K
|
+1,301
|
+5%
|
|
|
510
|
Financial Counselors Inc
Overland Park,
Kansas
|
$3.31M
|
+$37K
|
+300
|
+1%
|
|
|
511
|
Parsons Capital Management
Providence,
Rhode Island
|
$3.3M
|
-$424K
|
-3,438
|
-12%
|
|
|
512
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$3.3M
|
–
|
–
|
–
|
|
|
513
|
Signet Financial Management
Parsippany,
New Jersey
|
$3.3M
|
-$71.7K
|
-581
|
-2%
|
|
|
514
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.3M
|
+$224K
|
+1,811
|
+8%
|
|
|
515
|
Montecito Bank & Trust
Santa Barbara,
California
|
$3.29M
|
-$13K
|
-105
|
-0.4%
|
|
|
516
|
Royal Fund Management
Lady Lake,
Florida
|
$3.28M
|
+$1.64M
|
+13,259
|
+109%
|
|
|
517
|
Mainsail Asset Management
Birmingham,
Alabama
|
$3.28M
|
+$6.79K
|
+55
|
+0.2%
|
|
|
518
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$3.28M
|
-$62.8K
|
-509
|
-2%
|
|
|
519
|
Old Port Advisors
Portland,
Maine
|
$3.27M
|
-$185K
|
-1,500
|
-6%
|
|
|
520
|
Renaissance Technologies
New York
|
$3.25M
|
+$3.13M
|
+25,363
|
New
|
|
|
521
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$3.24M
|
-$99K
|
-802
|
-3%
|
|
|
522
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$3.2M
|
-$4.2K
|
-34
|
-0.1%
|
|
|
523
|
Davidson Trust Company
Seattle,
Washington
|
$3.19M
|
+$680K
|
+5,512
|
+28%
|
|
|
524
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$3.19M
|
-$805K
|
-6,518
|
-21%
|
|
|
525
|
Cambridge Capital Management
O'fallon,
Illinois
|
$3.17M
|
+$8.52K
|
+69
|
+0.3%
|
|
