|
501
|
Opus Financial Solutions
Downers Grove,
Illinois
|
$7.15M
|
+$198K
|
+2,668
|
+3%
|
|
|
502
|
Verus Wealth Management
De Pere,
Wisconsin
|
$7.15M
|
+$321K
|
+4,327
|
+5%
|
|
|
503
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$7.11M
|
+$6.91M
|
+93,203
|
+2,752%
|
|
|
504
|
Ashford Advisors
Pittsford,
New York
|
$7.09M
|
+$6.74M
|
+90,818
|
New
|
|
|
505
|
Apex Wealth Management
Bedford,
New Hampshire
|
$7.03M
|
-$277K
|
-3,733
|
-4%
|
|
|
506
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$7M
|
-$129K
|
-1,745
|
-2%
|
|
|
507
|
Rothschild Capital Partners
New York
|
$6.95M
|
-$842K
|
-11,346
|
-11%
|
|
|
508
|
Bernzott Capital Advisors
Camarillo,
California
|
$6.93M
|
-$427K
|
-5,761
|
-6%
|
|
|
509
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$6.83M
|
-$1.02M
|
-13,791
|
-13%
|
|
|
510
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$6.83M
|
+$213K
|
+2,871
|
+3%
|
|
|
511
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$6.77M
|
+$4.87M
|
+65,615
|
+250%
|
|
|
512
|
Dunhill Financial
London,
United Kingdom
|
$6.68M
|
+$6.73M
|
+90,749
|
New
|
|
|
513
|
Hancock Whitney
Gulfport,
Mississippi
|
$6.67M
|
+$633K
|
+8,530
|
+10%
|
|
|
514
|
CFG Wealth Management Services
Indianapolis,
Indiana
|
$6.56M
|
–
|
–
|
–
|
|
|
515
|
Farrell Financial
Orchard Park,
New York
|
$6.54M
|
-$69.4K
|
-935
|
-1%
|
|
|
516
|
TD Asset Management
Toronto,
Ontario, Canada
|
$6.51M
|
+$6.56M
|
+88,448
|
New
|
|
|
517
|
MAI Capital Management
Independence,
Ohio
|
$6.5M
|
+$2.53M
|
+34,101
|
+63%
|
|
|
518
|
Horizons Wealth Management
Asheville,
North Carolina
|
$6.44M
|
+$100K
|
+1,352
|
+2%
|
|
|
519
|
Oak Wealth Advisors
Northbrook,
Illinois
|
$6.34M
|
+$696K
|
+9,386
|
+12%
|
|
|
520
|
Motley Fool Wealth Management
Alexandria,
Virginia
|
$6.32M
|
-$340K
|
-4,587
|
-5%
|
|
|
521
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$6.3M
|
+$2.51M
|
+33,816
|
+65%
|
|
|
522
|
Briggs Wealth Management
Glastonbury,
Connecticut
|
$6.29M
|
+$95K
|
+1,280
|
+2%
|
|
|
523
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$6.29M
|
+$1.56K
|
+21
|
+0%
|
|
|
524
|
Stonekeep Investments
Sante Fe,
New Mexico
|
$6.27M
|
+$572K
|
+7,707
|
+10%
|
|
|
525
|
|
$6.25M
|
+$6.29M
|
+84,824
|
New
|
|
