|
501
|
Fermata Advisors
Sonoma,
California
|
$215K
|
+$196K
|
+2,283
|
New
|
|
|
502
|
BSW Wealth Partners
Boulder,
Colorado
|
$214K
|
+$196K
|
+2,272
|
New
|
|
|
503
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$213K
|
+$195K
|
+2,270
|
New
|
|
|
504
|
Neuberger Berman Group
New York
|
$213K
|
+$195K
|
+2,270
|
New
|
|
|
505
|
McMill Wealth Management
Norfolk,
Nebraska
|
$209K
|
-$60.3K
|
-701
|
-24%
|
|
|
506
|
Magnus Financial Group
New York
|
$209K
|
+$191K
|
+2,220
|
New
|
|
|
507
|
Matthew Hamilton Rosenberg
|
$209K
|
–
|
–
|
–
|
|
|
508
|
Rather & Kittrell
Knoxville,
Tennessee
|
$209K
|
+$191K
|
+2,219
|
New
|
|
|
509
|
Elevatus Welath Management
Victor,
New York
|
$208K
|
+$191K
|
+2,217
|
New
|
|
|
510
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$208K
|
+$190K
|
+2,211
|
New
|
|
|
511
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$205K
|
-$190K
|
-2,202
|
-50%
|
|
|
512
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$201K
|
+$184K
|
+2,141
|
New
|
|
|
513
|
Asset Dedication LLC
San Francisco,
California
|
$200K
|
+$11.3K
|
+131
|
+7%
|
|
|
514
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$198K
|
+$23.8K
|
+276
|
+15%
|
|
|
515
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$184K
|
+$168K
|
+1,956
|
New
|
|
|
516
|
Headlands Technologies
Chicago,
Illinois
|
$176K
|
-$610K
|
-7,085
|
-79%
|
|
|
517
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$168K
|
-$29.8K
|
-346
|
-16%
|
|
|
518
|
WhitTier Trust Company
Reno,
Nevada
|
$167K
|
–
|
–
|
–
|
|
|
519
|
Silicon Valley Capital Partners
San Jose,
California
|
$164K
|
–
|
–
|
–
|
|
|
520
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$160K
|
+$71.5K
|
+831
|
+96%
|
|
|
521
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$155K
|
+$17.3K
|
+201
|
+14%
|
|
|
522
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$153K
|
+$9.04K
|
+105
|
+7%
|
|
|
523
|
Hills Bank & Trust
North Liberty,
Iowa
|
$146K
|
+$133K
|
+1,550
|
New
|
|
|
524
|
Icon Wealth Advisors
Houston,
Texas
|
$143K
|
–
|
–
|
–
|
|
|
525
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$139K
|
+$4.56K
|
+53
|
+4%
|
|
