|
501
|
Legacy Trust
Grand Rapids,
Michigan
|
$296K
|
–
|
–
|
–
|
|
|
502
|
Outbound Financial Inc
Boulder,
Colorado
|
$295K
|
–
|
–
|
–
|
|
|
503
|
Modera Wealth Management
Westwood,
New Jersey
|
$294K
|
+$580
|
+7
|
+0.2%
|
|
|
504
|
IRON Financial
Northbrook,
Illinois
|
$292K
|
+$26.7K
|
+322
|
+10%
|
|
|
505
|
NBC Securities
Birmingham,
Alabama
|
$291K
|
-$2.82K
|
-34
|
-1%
|
|
|
506
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$291K
|
+$4.97K
|
+60
|
+2%
|
|
|
507
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$289K
|
+$283K
|
+3,417
|
New
|
|
|
508
|
Mainsail Asset Management
Birmingham,
Alabama
|
$288K
|
+$1.99K
|
+24
|
+0.7%
|
|
|
509
|
Madison Wealth Partners
Madison,
Wisconsin
|
$288K
|
+$2.15K
|
+26
|
+0.8%
|
|
|
510
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$283K
|
+$31.2K
|
+376
|
+13%
|
|
|
511
|
Lewis Asset Management
Lafayette,
California
|
$282K
|
+$276K
|
+3,325
|
New
|
|
|
512
|
HB Wealth Management
Atlanta,
Georgia
|
$279K
|
-$10.5K
|
-127
|
-4%
|
|
|
513
|
M Wealth Management LLC
San Diego,
California
|
$279K
|
-$55.9K
|
-675
|
-17%
|
|
|
514
|
|
$278K
|
–
|
–
|
–
|
|
|
515
|
Perigon Wealth Management
San Francisco,
California
|
$274K
|
+$6.96K
|
+84
|
+3%
|
|
|
516
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$273K
|
+$267K
|
+3,219
|
New
|
|
|
517
|
STALEY CAPITAL ADVISERS
Pittsburgh,
Pennsylvania
|
$271K
|
–
|
–
|
–
|
|
|
518
|
Brighton Jones LLC
Seattle,
Washington
|
$271K
|
+$265K
|
+3,197
|
New
|
|
|
519
|
American Trust
Lexington,
Kentucky
|
$265K
|
+$260K
|
+3,131
|
New
|
|
|
520
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$261K
|
-$20.1K
|
-243
|
-7%
|
|
|
521
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$260K
|
+$27K
|
+326
|
+12%
|
|
|
522
|
Geneos Wealth Management
Englewood,
Colorado
|
$259K
|
-$51.1K
|
-616
|
-17%
|
|
|
523
|
Nestegg Advisors
Hauppauge,
New York
|
$258K
|
+$2.07K
|
+25
|
+0.8%
|
|
|
524
|
Leavell Investment Management
Mobile,
Alabama
|
$258K
|
+$11.6K
|
+140
|
+5%
|
|
|
525
|
Gradient Capital Advisors
San Diego,
California
|
$257K
|
-$25.9K
|
-312
|
-9%
|
|
