|
501
|
Wealthspire Advisors (New York)
New York
|
$1.6M
|
+$21.7K
|
+208
|
+1%
|
|
|
502
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$1.58M
|
+$1.48M
|
+14,184
|
New
|
|
|
503
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.57M
|
+$462K
|
+4,440
|
+46%
|
|
|
504
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.57M
|
+$1.47M
|
+14,162
|
New
|
|
|
505
|
World Equity Group
Schaumburg,
Illinois
|
$1.56M
|
+$136K
|
+1,306
|
+10%
|
|
|
506
|
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
$1.55M
|
-$718K
|
-6,892
|
-33%
|
|
|
507
|
Atomi Financial Group
New York
|
$1.55M
|
+$417K
|
+4,002
|
+40%
|
|
|
508
|
Independent Family Office
Albany,
New York
|
$1.55M
|
-$44.5K
|
-427
|
-3%
|
|
|
509
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.54M
|
-$115K
|
-1,103
|
-7%
|
|
|
510
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.54M
|
-$2.09M
|
-20,091
|
-59%
|
|
|
511
|
Global Retirement Partners
San Rafael,
California
|
$1.53M
|
+$495K
|
+4,752
|
+51%
|
|
|
512
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.53M
|
+$155K
|
+1,488
|
+12%
|
|
|
513
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.53M
|
+$1.44M
|
+13,853
|
New
|
|
|
514
|
Lake Street Private Wealth
Chicago,
Illinois
|
$1.52M
|
-$68.2K
|
-655
|
-5%
|
|
|
515
|
Portside Wealth Group
Provo,
Utah
|
$1.51M
|
+$1.42M
|
+13,678
|
New
|
|
|
516
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.51M
|
+$465K
|
+4,467
|
+49%
|
|
|
517
|
PAX Financial Group
San Antonio,
Texas
|
$1.5M
|
-$1.14M
|
-10,986
|
-44%
|
|
|
518
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$1.49M
|
+$1.4M
|
+13,466
|
New
|
|
|
519
|
Focus Partners Wealth
Boston,
Massachusetts
|
$1.48M
|
+$1.39M
|
+13,390
|
New
|
|
|
520
|
Prospera Financial Services
Dallas,
Texas
|
$1.48M
|
-$308K
|
-2,962
|
-18%
|
|
|
521
|
American Financial & Tax Strategies
New York
|
$1.46M
|
+$1.37M
|
+13,203
|
New
|
|
|
522
|
Coombe, Bender & Co
Ellenville,
New York
|
$1.45M
|
+$95.3K
|
+915
|
+8%
|
|
|
523
|
Independent Financial Group
San Diego,
California
|
$1.45M
|
+$67.9K
|
+652
|
+5%
|
|
|
524
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$1.45M
|
+$88.2K
|
+847
|
+7%
|
|
|
525
|
Allie Family Office
Miami,
Florida
|
$1.44M
|
–
|
–
|
–
|
|
