|
701
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$1.78M
|
-$48.3K
|
-23
|
-3%
|
|
|
702
|
Prairie Wealth Advisors
Omaha,
Nebraska
|
$1.77M
|
-$1.82M
|
-865
|
Closed
|
|
|
703
|
Segment Wealth Management
Houston,
Texas
|
$1.76M
|
+$52.5K
|
+25
|
+3%
|
|
|
704
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.76M
|
+$342K
|
+163
|
+23%
|
|
|
705
|
Zhang Financial
Portage,
Michigan
|
$1.74M
|
+$290K
|
+138
|
+19%
|
|
|
706
|
NVWM LLC
Yardley,
Pennsylvania
|
$1.73M
|
+$67.2K
|
+32
|
+4%
|
|
|
707
|
Circle Wealth Management
Summit,
New Jersey
|
$1.73M
|
+$52.5K
|
+25
|
+3%
|
|
|
708
|
SlateStone Wealth
Jupiter,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
709
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.73M
|
–
|
–
|
–
|
|
|
710
|
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
|
$1.73M
|
+$1.8M
|
+858
|
New
|
|
|
711
|
Leo Wealth LLC
Hurst,
Texas
|
$1.71M
|
+$1.42M
|
+674
|
+385%
|
|
|
712
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$1.7M
|
+$206K
|
+98
|
+13%
|
|
|
713
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$1.7M
|
+$33.6K
|
+16
|
+2%
|
|
|
714
|
Woodline Partners
San Francisco,
California
|
$1.69M
|
+$1.77M
|
+841
|
New
|
|
|
715
|
Permanens Capital
New York
|
$1.68M
|
+$1.51M
|
+718
|
+608%
|
|
|
716
|
Virtus Investment Advisers
Hartford,
Connecticut
|
$1.68M
|
+$116K
|
+55
|
+7%
|
|
|
717
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.67M
|
+$63K
|
+30
|
+4%
|
|
|
718
|
InterCapital
Austin,
Texas
|
$1.66M
|
+$1.73M
|
+826
|
New
|
|
|
719
|
Commerce Bank
Kansas City,
Missouri
|
$1.65M
|
-$4.2K
|
-2
|
-0.2%
|
|
|
720
|
Malaga Cove Capital
Pv Estates,
California
|
$1.65M
|
+$445K
|
+212
|
+35%
|
|
|
721
|
ICICI Prudential Asset Management
Mumbai,
India
|
$1.64M
|
+$73.5K
|
+35
|
+4%
|
|
|
722
|
Cloverfields Capital Group
Minneapolis,
Minnesota
|
$1.64M
|
+$330K
|
+157
|
+24%
|
|
|
723
|
Moseley Investment Management
Bradenton,
Florida
|
$1.63M
|
-$141K
|
-67
|
-8%
|
|
|
724
|
Carret Asset Management
New York
|
$1.62M
|
+$16.8K
|
+8
|
+1%
|
|
|
725
|
Gordian Capital (Singapore)
Singapore
|
$1.61M
|
+$210K
|
+100
|
+14%
|
|
