|
501
|
Continuum Advisory
Eagle,
Idaho
|
$1.8M
|
+$279K
|
+5,518
|
+18%
|
|
|
502
|
Circle Wealth Management
Summit,
New Jersey
|
$1.8M
|
-$159K
|
-3,146
|
-8%
|
|
|
503
|
Cozad Asset Management
Champaign,
Illinois
|
$1.79M
|
+$358K
|
+7,085
|
+25%
|
|
|
504
|
Balance Wealth
Delaware,
Ohio
|
$1.79M
|
+$300K
|
+5,934
|
+20%
|
|
|
505
|
GeoWealth Management
Chicago,
Illinois
|
$1.78M
|
+$99.3K
|
+1,962
|
+6%
|
|
|
506
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.77M
|
-$676K
|
-13,357
|
-28%
|
|
|
507
|
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
$1.77M
|
-$6.77M
|
-133,733
|
-79%
|
|
|
508
|
|
$1.76M
|
+$167K
|
+3,293
|
+10%
|
|
|
509
|
KG&L Capital Management
Saint Francisville,
Louisiana
|
$1.75M
|
+$421K
|
+8,326
|
+32%
|
|
|
510
|
Hamilton Capital Partners
Atlanta,
Georgia
|
$1.72M
|
+$1.73M
|
+34,126
|
New
|
|
|
511
|
Portside Wealth Group
Provo,
Utah
|
$1.72M
|
+$161K
|
+3,176
|
+10%
|
|
|
512
|
AXS Investments
Port Chester,
New York
|
$1.71M
|
-$2.06M
|
-40,758
|
-55%
|
|
|
513
|
Condor Capital Management
Martinsville,
New Jersey
|
$1.7M
|
+$45.5K
|
+899
|
+3%
|
|
|
514
|
Cresset Asset Management
Chicago,
Illinois
|
$1.7M
|
+$614K
|
+12,139
|
+57%
|
|
|
515
|
Natixis Advisors
Boston,
Massachusetts
|
$1.69M
|
+$1.7M
|
+33,525
|
New
|
|
|
516
|
Segment Wealth Management
Houston,
Texas
|
$1.69M
|
-$46.5K
|
-920
|
-3%
|
|
|
517
|
M Wealth Management LLC
San Diego,
California
|
$1.66M
|
-$39.9K
|
-789
|
-2%
|
|
|
518
|
Lake Hills Wealth Management
Austin,
Texas
|
$1.65M
|
+$1.66M
|
+32,727
|
New
|
|
|
519
|
Element Wealth
Ridgeland,
Mississippi
|
$1.65M
|
-$105K
|
-2,082
|
-6%
|
|
|
520
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$1.63M
|
+$85.8K
|
+1,695
|
+6%
|
|
|
521
|
Community Bank
Dewitt,
New York
|
$1.63M
|
-$18K
|
-355
|
-1%
|
|
|
522
|
HM Payson & Co
Portland,
Maine
|
$1.63M
|
–
|
–
|
–
|
|
|
523
|
Prosperity Financial Group
San Ramon,
California
|
$1.63M
|
+$1.31M
|
+25,869
|
+402%
|
|
|
524
|
Harbour Investment Management
Edmonds,
Washington
|
$1.62M
|
+$25.3K
|
+500
|
+2%
|
|
|
525
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$1.62M
|
+$72.5K
|
+1,434
|
+5%
|
|
