|
551
|
GeoWealth Management
Chicago,
Illinois
|
$939K
|
+$12.8K
|
+119
|
+1%
|
|
|
552
|
FreeGulliver LLC
New Orleans,
Louisiana
|
$927K
|
–
|
–
|
–
|
|
|
553
|
United Capital Financial Advisors
Irving,
Texas
|
$922K
|
-$3.1M
|
-28,876
|
-77%
|
|
|
554
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$921K
|
–
|
–
|
–
|
|
|
555
|
Focus Financial Network
Minneapolis,
Minnesota
|
$917K
|
-$2.68K
|
-25
|
-0.3%
|
|
|
556
|
Private Advisory Group
Redmond,
Washington
|
$905K
|
+$886K
|
+8,256
|
New
|
|
|
557
|
Tempus Wealth Planning
Irvine,
California
|
$901K
|
+$1.72K
|
+16
|
+0.2%
|
|
|
558
|
Wealthspire Advisors (New York)
New York
|
$892K
|
-$38.5K
|
-359
|
-4%
|
|
|
559
|
Brown Brothers Harriman & Co
New York
|
$889K
|
+$44.5K
|
+415
|
+5%
|
|
|
560
|
Capitol Family Office
Beaverton,
Oregon
|
$888K
|
+$11.3K
|
+105
|
+1%
|
|
|
561
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$885K
|
-$70.8K
|
-660
|
-8%
|
|
|
562
|
Life Planning Partners
Jacksonville,
Florida
|
$882K
|
-$97K
|
-904
|
-10%
|
|
|
563
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$879K
|
+$11.6K
|
+108
|
+1%
|
|
|
564
|
Venture Visionary Partners
Sylvania,
Ohio
|
$879K
|
+$385K
|
+3,592
|
+81%
|
|
|
565
|
Diversified Enterprises
Wilmington,
Delaware
|
$873K
|
-$353K
|
-3,293
|
-29%
|
|
|
566
|
Moors & Cabot
Boston,
Massachusetts
|
$862K
|
-$37.9K
|
-353
|
-4%
|
|
|
567
|
Clarendon Private
Boston,
Massachusetts
|
$862K
|
+$89.3K
|
+832
|
+12%
|
|
|
568
|
Texas Bank & Trust
Longview,
Texas
|
$853K
|
–
|
–
|
–
|
|
|
569
|
Koshinski Asset Management
Decatur,
Illinois
|
$842K
|
-$84.9K
|
-791
|
-9%
|
|
|
570
|
Indiana Trust & Investment Management
Mishawaka,
Indiana
|
$841K
|
-$86.7K
|
-808
|
-10%
|
|
|
571
|
WealthGarden F.S.
El Segundo,
California
|
$840K
|
+$16.5K
|
+154
|
+2%
|
|
|
572
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$839K
|
+$8.69K
|
+81
|
+1%
|
|
|
573
|
Csenge Advisory Group
Clearwater,
Florida
|
$837K
|
+$26.4K
|
+246
|
+3%
|
|
|
574
|
Investment House LLC
Redondo Beach,
California
|
$829K
|
–
|
–
|
–
|
|
|
575
|
City State Bank
Norwalk,
Iowa
|
$812K
|
+$53.7K
|
+500
|
+7%
|
|
