|
501
|
Geneos Wealth Management
Englewood,
Colorado
|
$45K
|
+$13.3K
|
+200
|
+43%
|
|
|
502
|
Delphi Private Advisors
San Diego,
California
|
$44K
|
–
|
–
|
–
|
|
|
503
|
BB&T Investment Services
Charlotte,
North Carolina
|
$42K
|
+$35.2K
|
+528
|
+686%
|
|
|
504
|
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
$40K
|
-$2K
|
-30
|
-5%
|
|
|
505
|
City Holding Co
Charleston,
West Virginia
|
$40K
|
–
|
–
|
–
|
|
|
506
|
Shamrock Asset Management
Dallas,
Texas
|
$39K
|
+$37.9K
|
+568
|
New
|
|
|
507
|
ClearBridge Investments
New York
|
$32K
|
–
|
–
|
–
|
|
|
508
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$31K
|
+$8.21K
|
+123
|
+37%
|
|
|
509
|
Northwest Investment Counselors
Lake Oswego,
Oregon
|
$31K
|
+$30.6K
|
+458
|
New
|
|
|
510
|
Macroview Investment Management
Bethesda,
Maryland
|
$29K
|
+$28.4K
|
+425
|
New
|
|
|
511
|
|
$24K
|
-$10.9K
|
-163
|
-32%
|
|
|
512
|
Pacific Center for Financial Services
San Ramon,
California
|
$24K
|
–
|
–
|
–
|
|
|
513
|
Ballentine Partners
Waltham,
Massachusetts
|
$24K
|
+$22.9K
|
+343
|
New
|
|
|
514
|
McKinley Capital Management
Anchorage,
Alaska
|
$23K
|
+$22.3K
|
+334
|
New
|
|
|
515
|
M&R Capital Management
Summit,
New Jersey
|
$22K
|
–
|
–
|
–
|
|
|
516
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$19K
|
+$9.34K
|
+140
|
+101%
|
|
|
517
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$17K
|
+$16.7K
|
+250
|
New
|
|
|
518
|
Glassman Wealth Services
Vienna,
Virginia
|
$16K
|
–
|
–
|
–
|
|
|
519
|
WhitTier Trust Company
Reno,
Nevada
|
$16K
|
–
|
–
|
–
|
|
|
520
|
NewEdge Advisors
New Orleans,
Louisiana
|
$15.8K
|
+$15.3K
|
+229
|
New
|
|
|
521
|
Creative Financial Designs
Kokomo,
Indiana
|
$15K
|
+$12.7K
|
+191
|
+682%
|
|
|
522
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$14K
|
–
|
–
|
–
|
|
|
523
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$14K
|
–
|
–
|
–
|
|
|
524
|
Victory Capital Management
San Antonio,
Texas
|
$11K
|
+$10.3K
|
+155
|
New
|
|
|
525
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$11K
|
+$10.5K
|
+158
|
New
|
|
