|
501
|
Roundview Capital
Princeton,
New Jersey
|
$557K
|
–
|
–
|
–
|
|
|
502
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$556K
|
-$82.7K
|
-1,255
|
-14%
|
|
|
503
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$556K
|
+$49.4K
|
+750
|
+11%
|
|
|
504
|
Stonegate Investment Group
Birmingham,
Alabama
|
$550K
|
+$69.2K
|
+1,050
|
+16%
|
|
|
505
|
Cozad Asset Management
Champaign,
Illinois
|
$549K
|
–
|
–
|
–
|
|
|
506
|
Aurora Private Wealth
Rockaway,
New Jersey
|
$546K
|
-$2.64K
|
-40
|
-0.5%
|
|
|
507
|
Maridea Wealth Management
Brooklyn,
New York
|
$545K
|
+$153K
|
+2,320
|
+45%
|
|
|
508
|
RDA Financial Network
Akron,
Iowa
|
$545K
|
-$12.9K
|
-195
|
-3%
|
|
|
509
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$544K
|
-$23.7K
|
-360
|
-5%
|
|
|
510
|
Accel Wealth Management
Waverly,
Iowa
|
$544K
|
+$71.8K
|
+1,090
|
+17%
|
|
|
511
|
VisionPoint Advisory Group
Dallas,
Texas
|
$539K
|
+$485K
|
+7,360
|
New
|
|
|
512
|
Flow Traders U.S.
New York
|
$539K
|
+$485K
|
+7,365
|
New
|
|
|
513
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$539K
|
-$26.4K
|
-400
|
-5%
|
|
|
514
|
CVA Family Office
Denver,
Colorado
|
$534K
|
+$31.3K
|
+475
|
+7%
|
|
|
515
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$532K
|
-$9.88K
|
-150
|
-2%
|
|
|
516
|
Bell Bank
Fargo,
North Dakota
|
$531K
|
-$34.3K
|
-520
|
-7%
|
|
|
517
|
Private Client Services
Louisville,
Kentucky
|
$531K
|
+$16.5K
|
+250
|
+4%
|
|
|
518
|
Iconiq Capital
San Francisco,
California
|
$528K
|
–
|
–
|
–
|
|
|
519
|
Optivise Advisory Services
Franklin,
Tennessee
|
$528K
|
+$33.9K
|
+515
|
+8%
|
|
|
520
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$527K
|
-$44.8K
|
-680
|
-9%
|
|
|
521
|
Sentinus LLC
Oak Brook,
Illinois
|
$520K
|
–
|
–
|
–
|
|
|
522
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$520K
|
-$29.3K
|
-445
|
-6%
|
|
|
523
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$518K
|
-$65.9K
|
-1,000
|
-12%
|
|
|
524
|
Platform Technology Partners
New York
|
$515K
|
–
|
–
|
–
|
|
|
525
|
Quotient Wealth Partners
Dallas,
Texas
|
$514K
|
+$659
|
+10
|
+0.1%
|
|
