|
501
|
Lau Associates
Greenville,
Delaware
|
$1.28M
|
–
|
–
|
–
|
|
|
502
|
Cahill Financial Advisors
Edina,
Minnesota
|
$1.28M
|
+$44.7K
|
+1,268
|
+3%
|
|
|
503
|
Valentine Ventures
Bend,
Oregon
|
$1.27M
|
+$1.37M
|
+38,756
|
New
|
|
|
504
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.27M
|
-$1.83K
|
-52
|
-0.1%
|
|
|
505
|
World Asset Management
Detroit,
Michigan
|
$1.27M
|
+$524K
|
+14,852
|
+62%
|
|
|
506
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$1.26M
|
+$1.36M
|
+38,660
|
New
|
|
|
507
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$1.25M
|
-$142K
|
-4,020
|
-10%
|
|
|
508
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.24M
|
+$1.34M
|
+37,912
|
New
|
|
|
509
|
WESPAC Advisors SoCal
Pasadena,
California
|
$1.24M
|
–
|
–
|
–
|
|
|
510
|
Acropolis Investment Management
St. Louis,
Missouri
|
$1.24M
|
-$10.7K
|
-304
|
-0.8%
|
|
|
511
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$1.23M
|
+$153K
|
+4,336
|
+13%
|
|
|
512
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.23M
|
-$14.8K
|
-420
|
-1%
|
|
|
513
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.22M
|
+$26.9K
|
+764
|
+2%
|
|
|
514
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$1.22M
|
–
|
–
|
–
|
|
|
515
|
SouthState Corp
Winter Haven,
Florida
|
$1.22M
|
-$564
|
-16
|
-0%
|
|
|
516
|
Renaissance Technologies
New York
|
$1.22M
|
+$1.31M
|
+37,200
|
New
|
|
|
517
|
Asset Dedication LLC
San Francisco,
California
|
$1.21M
|
-$14.2K
|
-404
|
-1%
|
|
|
518
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.21M
|
+$627K
|
+17,772
|
+92%
|
|
|
519
|
Montag & Caldwell
Atlanta,
Georgia
|
$1.21M
|
+$1.3M
|
+37,000
|
New
|
|
|
520
|
MGO One Seven
Beachwood,
Ohio
|
$1.21M
|
-$76.1K
|
-2,160
|
-6%
|
|
|
521
|
American Investment Services
Great Barrington,
Massachusetts
|
$1.21M
|
–
|
–
|
–
|
|
|
522
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.2M
|
-$453K
|
-12,852
|
-26%
|
|
|
523
|
Patriot Wealth Management
Houston,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
524
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$1.2M
|
+$1.3M
|
+36,888
|
New
|
|
|
525
|
Blue Chip Wealth Management
Miami Beach,
Florida
|
$1.18M
|
-$53K
|
-1,504
|
-4%
|
|
