|
526
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$3.06M
|
+$617K
|
+5,759
|
+25%
|
|
|
527
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$3.06M
|
+$476K
|
+4,443
|
+18%
|
|
|
528
|
Stokes Family Office
New Orleans,
Louisiana
|
$3.06M
|
+$170K
|
+1,590
|
+6%
|
|
|
529
|
Grove Bank & Trust
Miami,
Florida
|
$3.05M
|
-$569K
|
-5,316
|
-16%
|
|
|
530
|
COFG Advisors
Oak Brook,
Illinois
|
$3.03M
|
+$3.02M
|
+28,249
|
New
|
|
|
531
|
Level Four Advisory Services
Dallas,
Texas
|
$3.02M
|
+$35.3K
|
+330
|
+1%
|
|
|
532
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$3.01M
|
-$288K
|
-2,686
|
-9%
|
|
|
533
|
Cypress Wealth Services
Palm Desert,
California
|
$3M
|
+$500K
|
+4,670
|
+20%
|
|
|
534
|
Forum Financial Management
Lombard,
Illinois
|
$2.97M
|
+$163K
|
+1,525
|
+6%
|
|
|
535
|
Caldwell Trust
Venice,
Florida
|
$2.91M
|
+$171K
|
+1,600
|
+6%
|
|
|
536
|
Plum Street Advisors
New Orleans,
Louisiana
|
$2.9M
|
+$448K
|
+4,187
|
+18%
|
|
|
537
|
Joel Adams & Associates
Asheville,
North Carolina
|
$2.89M
|
-$291K
|
-2,718
|
-9%
|
|
|
538
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$2.88M
|
-$495K
|
-4,621
|
-15%
|
|
|
539
|
Clune & Associates
Chicago,
Illinois
|
$2.86M
|
+$1.24M
|
+11,605
|
+77%
|
|
|
540
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$2.86M
|
-$49.9K
|
-466
|
-2%
|
|
|
541
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$2.85M
|
–
|
–
|
–
|
|
|
542
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$2.85M
|
-$642
|
-6
|
-0%
|
|
|
543
|
CVA Family Office
Denver,
Colorado
|
$2.85M
|
+$91.9K
|
+858
|
+3%
|
|
|
544
|
Americana Partners
Houston,
Texas
|
$2.84M
|
+$2.68K
|
+25
|
+0.1%
|
|
|
545
|
Creative Financial Designs
Kokomo,
Indiana
|
$2.83M
|
-$566K
|
-5,288
|
-17%
|
|
|
546
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.83M
|
-$17.6M
|
-164,844
|
-86%
|
|
|
547
|
Charles Schwab
San Francisco,
California
|
$2.83M
|
-$1.56M
|
-14,585
|
-36%
|
|
|
548
|
Abound Wealth Management
Franklin,
Tennessee
|
$2.82M
|
-$53K
|
-495
|
-2%
|
|
|
549
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.81M
|
+$39K
|
+364
|
+1%
|
|
|
550
|
WhitTier Trust Company
Reno,
Nevada
|
$2.8M
|
-$675K
|
-6,300
|
-19%
|
|
