|
501
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
1,82 Mio. $
|
+442.536 $
|
+8.747
|
+32 %
|
|
|
502
|
BFC Planning, Inc.
Cedar Rapids,
Iowa
|
1,81 Mio. $
|
+242.644 $
|
+4.796
|
+15 %
|
|
|
503
|
Continuum Advisory
Eagle,
Idaho
|
1,8 Mio. $
|
+279.172 $
|
+5.518
|
+18 %
|
|
|
504
|
Circle Wealth Management
Summit,
New Jersey
|
1,8 Mio. $
|
-159.165 $
|
-3.146
|
-8 %
|
|
|
505
|
Cozad Asset Management
Champaign,
Illinois
|
1,79 Mio. $
|
+358.451 $
|
+7.085
|
+25 %
|
|
|
506
|
Balance Wealth
Delaware,
Ohio
|
1,79 Mio. $
|
+300.218 $
|
+5.934
|
+20 %
|
|
|
507
|
GeoWealth Management
Chicago,
Illinois
|
1,78 Mio. $
|
+99.263 $
|
+1.962
|
+6 %
|
|
|
508
|
Valeo Financial Advisors
Carmel,
Indiana
|
1,77 Mio. $
|
-675.769 $
|
-13.357
|
-28 %
|
|
|
509
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
1,77 Mio. $
|
-6,77 Mio. $
|
-133.733
|
-79 %
|
|
|
510
|
|
1,76 Mio. $
|
+166.602 $
|
+3.293
|
+10 %
|
|
|
511
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
1,75 Mio. $
|
+421.236 $
|
+8.326
|
+32 %
|
|
|
512
|
Hamilton Capital Partners
Atlanta,
Georgia
|
1,72 Mio. $
|
+1,73 Mio. $
|
+34.126
|
Neu
|
|
|
513
|
Portside Wealth Group
Provo,
Utah
|
1,72 Mio. $
|
+160.683 $
|
+3.176
|
+10 %
|
|
|
514
|
AXS Investments
Port Chester,
New York
|
1,71 Mio. $
|
-2,06 Mio. $
|
-40.758
|
-55 %
|
|
|
515
|
Condor Capital Management
Martinsville,
New Jersey
|
1,7 Mio. $
|
+45.483 $
|
+899
|
+3 %
|
|
|
516
|
Cresset Asset Management
Chicago,
Illinois
|
1,7 Mio. $
|
+614.147 $
|
+12.139
|
+57 %
|
|
|
517
|
Natixis Advisors
Boston,
Massachusetts
|
1,69 Mio. $
|
+1,7 Mio. $
|
+33.525
|
Neu
|
|
|
518
|
Segment Wealth Management
Houston,
Texas
|
1,69 Mio. $
|
-46.545 $
|
-920
|
-3 %
|
|
|
519
|
M Wealth Management LLC
San Diego,
California
|
1,66 Mio. $
|
-39.918 $
|
-789
|
-2 %
|
|
|
520
|
Lake Hills Wealth Management
Austin,
Texas
|
1,65 Mio. $
|
+1,66 Mio. $
|
+32.727
|
Neu
|
|
|
521
|
Element Wealth
Ridgeland,
Mississippi
|
1,65 Mio. $
|
-105.334 $
|
-2.082
|
-6 %
|
|
|
522
|
Legacy Financial Strategies
Overland Park,
Kansas
|
1,63 Mio. $
|
+85.755 $
|
+1.695
|
+6 %
|
|
|
523
|
Community Bank
Dewitt,
New York
|
1,63 Mio. $
|
-17.960 $
|
-355
|
-1 %
|
|
|
524
|
HM Payson & Co
Portland,
Maine
|
1,63 Mio. $
|
–
|
–
|
–
|
|
|
525
|
Prosperity Financial Group
San Ramon,
California
|
1,63 Mio. $
|
+1,31 Mio. $
|
+25.869
|
+402 %
|
|
