|
801
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.35M
|
+$350K
|
+1,425
|
+17%
|
|
|
802
|
Gould Asset Management
Claremont,
California
|
$2.35M
|
-$54.1K
|
-220
|
-2%
|
|
|
803
|
Coordinated Financial Services
Denver,
Colorado
|
$2.35M
|
+$2.38M
|
+9,694
|
New
|
|
|
804
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.35M
|
+$11.6K
|
+47
|
+0.3%
|
|
|
805
|
Roundview Capital
Princeton,
New Jersey
|
$2.34M
|
-$44.2K
|
-180
|
-2%
|
|
|
806
|
Leo Wealth LLC
Hurst,
Texas
|
$2.34M
|
+$313K
|
+1,274
|
+15%
|
|
|
807
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$2.33M
|
-$4.42M
|
-18,001
|
-65%
|
|
|
808
|
United Capital Financial Advisors
Irving,
Texas
|
$2.33M
|
+$43K
|
+175
|
+2%
|
|
|
809
|
|
$2.33M
|
+$216K
|
+880
|
+10%
|
|
|
810
|
EPG Wealth Management
Atlanta,
Georgia
|
$2.33M
|
-$178K
|
-726
|
-7%
|
|
|
811
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.31M
|
-$707K
|
-2,877
|
-23%
|
|
|
812
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$2.31M
|
-$437K
|
-1,780
|
-16%
|
|
|
813
|
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
|
$2.31M
|
-$184K
|
-747
|
-7%
|
|
|
814
|
Arrowroot Family Office
Marina Del Rey,
California
|
$2.3M
|
+$468K
|
+1,905
|
+25%
|
|
|
815
|
Parcion Private Wealth
Bellevue,
Washington
|
$2.29M
|
-$32.2K
|
-131
|
-1%
|
|
|
816
|
MGB Wealth Management
Addison,
Texas
|
$2.28M
|
+$643K
|
+2,618
|
+38%
|
|
|
817
|
Strategic Financial Concepts
San Antonio,
Texas
|
$2.28M
|
+$1.71M
|
+6,962
|
+282%
|
|
|
818
|
Emergent Wealth Advisors
Williamsville,
New York
|
$2.27M
|
+$14.7K
|
+60
|
+0.6%
|
|
|
819
|
SMART Wealth
Omaha,
Nebraska
|
$2.26M
|
-$200K
|
-814
|
-8%
|
|
|
820
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$2.25M
|
+$8.6K
|
+35
|
+0.4%
|
|
|
821
|
Avalon Trust
Santa Fe,
New Mexico
|
$2.25M
|
–
|
–
|
–
|
|
|
822
|
Balyasny Asset Management
Chicago,
Illinois
|
$2.24M
|
+$2.27M
|
+9,247
|
New
|
|
|
823
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$2.24M
|
+$11.1K
|
+45
|
+0.5%
|
|
|
824
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$2.23M
|
+$105K
|
+428
|
+5%
|
|
|
825
|
Private Trust Company
Cleveland,
Ohio
|
$2.23M
|
-$237K
|
-963
|
-9%
|
|
