|
501
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$600K
|
+$582
|
+9
|
+0.1%
|
|
|
502
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$599K
|
-$65
|
-1
|
-0%
|
|
|
503
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$594K
|
+$8.27K
|
+128
|
+1%
|
|
|
504
|
Uptown Financial Advisors
Dallas,
Texas
|
$588K
|
-$11.8K
|
-182
|
-2%
|
|
|
505
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$578K
|
-$514K
|
-7,956
|
-49%
|
|
|
506
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$577K
|
+$8.08K
|
+125
|
+1%
|
|
|
507
|
Clearstead Advisors
Cleveland,
Ohio
|
$573K
|
–
|
–
|
–
|
|
|
508
|
Maia Wealth
Denver,
Colorado
|
$570K
|
-$308K
|
-4,769
|
-38%
|
|
|
509
|
Mittelman Wealth Management
Andover,
Massachusetts
|
$568K
|
+$2.52K
|
+39
|
+0.5%
|
|
|
510
|
Quad-Cities Investment Group
Davenport,
Iowa
|
$561K
|
+$44.3K
|
+685
|
+9%
|
|
|
511
|
Root Financial Partners
Encinitas,
California
|
$553K
|
+$529K
|
+8,191
|
New
|
|
|
512
|
Modera Wealth Management
Westwood,
New Jersey
|
$551K
|
-$84.3K
|
-1,304
|
-14%
|
|
|
513
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$541K
|
-$50.1K
|
-775
|
-9%
|
|
|
514
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$538K
|
-$1.44M
|
-22,225
|
-74%
|
|
|
515
|
LPWM LLC
Minneapolis,
Minnesota
|
$533K
|
-$19.3K
|
-298
|
-4%
|
|
|
516
|
Lido Advisors
Los Angeles,
California
|
$532K
|
+$509K
|
+7,877
|
New
|
|
|
517
|
NWF Advisory Services
Los Angeles,
California
|
$531K
|
–
|
–
|
–
|
|
|
518
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$531K
|
-$14.5K
|
-225
|
-3%
|
|
|
519
|
Omni 360 Wealth
Plainsboro,
New Jersey
|
$529K
|
-$78.3K
|
-1,212
|
-13%
|
|
|
520
|
F&V Capital Management
Boca Raton,
Florida
|
$528K
|
–
|
–
|
–
|
|
|
521
|
Stonebrook Private
Northville,
Michigan
|
$525K
|
-$734K
|
-11,356
|
-59%
|
|
|
522
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$525K
|
-$37.9K
|
-586
|
-7%
|
|
|
523
|
New Republic Capital
Charlotte,
North Carolina
|
$524K
|
–
|
–
|
–
|
|
|
524
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$517K
|
+$26.5K
|
+410
|
+6%
|
|
|
525
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$515K
|
-$11.6K
|
-180
|
-2%
|
|
