|
501
|
Bailard
Foster City,
California
|
$225K
|
–
|
–
|
–
|
|
|
502
|
Lenox Wealth Management
Cincinnati,
Ohio
|
$225K
|
+$317K
|
+4,165
|
New
|
|
|
503
|
Linscomb Wealth
Houston,
Texas
|
$224K
|
+$218K
|
+2,861
|
New
|
|
|
504
|
Empirical Wealth Management
Seattle,
Washington
|
$222K
|
–
|
–
|
–
|
|
|
505
|
WhitTier Trust Company
Reno,
Nevada
|
$221K
|
-$27.4K
|
-359
|
-11%
|
|
|
506
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$220K
|
–
|
–
|
–
|
|
|
507
|
ARS Wealth Advisors
St. Petersburg,
Florida
|
$217K
|
-$49.5K
|
-649
|
-19%
|
|
|
508
|
Smith, Moore & Co
Clayton,
Missouri
|
$216K
|
+$210K
|
+2,761
|
New
|
|
|
509
|
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
$214K
|
–
|
–
|
–
|
|
|
510
|
Valley Wealth Managers
Paramus,
New Jersey
|
$212K
|
+$206K
|
+2,709
|
New
|
|
|
511
|
Boston Family Office
Boston,
Massachusetts
|
$211K
|
+$205K
|
+2,690
|
New
|
|
|
512
|
Brickley Wealth Management
San Mateo,
California
|
$204K
|
+$198K
|
+2,600
|
New
|
|
|
513
|
Hilltop Holdings
Dallas,
Texas
|
$204K
|
+$199K
|
+2,608
|
New
|
|
|
514
|
Frontier Wealth Management
Kansas City,
Missouri
|
$203K
|
+$197K
|
+2,588
|
New
|
|
|
515
|
Franklin Resources
San Mateo,
California
|
$202K
|
+$196K
|
+2,572
|
New
|
|
|
516
|
Davenport & Co
Richmond,
Virginia
|
$202K
|
+$196K
|
+2,574
|
New
|
|
|
517
|
Reilly Financial Advisors
La Mesa,
California
|
$197K
|
–
|
–
|
–
|
|
|
518
|
MB Financial Bank - Trust Department
Rosemont,
Illinois
|
$168K
|
–
|
–
|
–
|
|
|
519
|
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
$165K
|
–
|
–
|
–
|
|
|
520
|
|
$164K
|
–
|
–
|
–
|
|
|
521
|
|
$161K
|
–
|
–
|
–
|
|
|
522
|
Cordasco Financial Network
Naples,
Florida
|
$157K
|
–
|
–
|
–
|
|
|
523
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$156K
|
+$68.7K
|
+901
|
+83%
|
|
|
524
|
Resources Management Corp
West Hartford,
Connecticut
|
$154K
|
+$150K
|
+1,970
|
New
|
|
|
525
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$149K
|
–
|
–
|
–
|
|
