|
501
|
Adams Wealth Management
Logan,
Utah
|
$3.25M
|
-$1.81M
|
-19,795
|
-36%
|
|
|
502
|
|
$3.24M
|
-$4.68M
|
-51,127
|
-59%
|
|
|
503
|
Pioneer Wealth Management Group
Austin,
Texas
|
$3.24M
|
+$3.23M
|
+35,288
|
New
|
|
|
504
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.22M
|
+$546K
|
+5,960
|
+20%
|
|
|
505
|
Smith, Moore & Co
Clayton,
Missouri
|
$3.19M
|
-$147K
|
-1,610
|
-4%
|
|
|
506
|
Coyle Financial Counsel
Glenview,
Illinois
|
$3.19M
|
+$74.8K
|
+816
|
+2%
|
|
|
507
|
Unison Advisors
Washington,
District of Columbia
|
$3.18M
|
-$1.05M
|
-11,438
|
-25%
|
|
|
508
|
Prelude Capital Management
New York
|
$3.18M
|
–
|
–
|
–
|
|
|
509
|
Wealth Watch Advisors
Englewood,
Colorado
|
$3.17M
|
+$3.16M
|
+34,523
|
New
|
|
|
510
|
LPWM LLC
Minneapolis,
Minnesota
|
$3.16M
|
+$1.32M
|
+14,367
|
+71%
|
|
|
511
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$3.16M
|
-$8.11M
|
-88,518
|
-72%
|
|
|
512
|
Landmark Wealth Management (Illinois)
Normal,
Illinois
|
$3.11M
|
+$2.63M
|
+28,679
|
+545%
|
|
|
513
|
DSG Capital Advisors
Edina,
Minnesota
|
$3.1M
|
-$3.81M
|
-41,607
|
-55%
|
|
|
514
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$3.1M
|
+$349K
|
+3,808
|
+13%
|
|
|
515
|
Charles Schwab
San Francisco,
California
|
$3.1M
|
+$149K
|
+1,629
|
+5%
|
|
|
516
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$3.09M
|
+$334K
|
+3,641
|
+12%
|
|
|
517
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$3.03M
|
+$450K
|
+4,914
|
+17%
|
|
|
518
|
Portfolio Design Labs
Encino,
California
|
$3.02M
|
-$32.7K
|
-357
|
-1%
|
|
|
519
|
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
$3.01M
|
+$549K
|
+5,991
|
+22%
|
|
|
520
|
Capital Group Private Client Services
Los Angeles,
California
|
$3.01M
|
+$29.5K
|
+322
|
+1%
|
|
|
521
|
Shore Point Advisors
Brielle,
New Jersey
|
$2.99M
|
+$382K
|
+4,172
|
+15%
|
|
|
522
|
Humankind Investments
New York
|
$2.98M
|
-$3.66M
|
-40,000
|
-55%
|
|
|
523
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$2.98M
|
-$138K
|
-1,501
|
-4%
|
|
|
524
|
Raleigh Capital Management
Cary,
North Carolina
|
$2.95M
|
+$2.62M
|
+28,622
|
+806%
|
|
|
525
|
Longview Asset Management (New Mexico)
Santa Fe,
New Mexico
|
$2.92M
|
+$524K
|
+5,724
|
+22%
|
|
