|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.47M
|
–
|
–
|
–
|
|
|
302
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.46M
|
-$6.5M
|
-529,650
|
-82%
|
|
|
303
|
Edge Capital Group
Atlanta,
Georgia
|
$1.46M
|
-$132K
|
-10,746
|
-9%
|
|
|
304
|
S.E.E.D. Planning Group
Binghamton,
New York
|
$1.46M
|
+$1.4M
|
+113,958
|
New
|
|
|
305
|
Palladium Partners
Norfolk,
Virginia
|
$1.45M
|
+$1.14M
|
+92,886
|
+453%
|
|
|
306
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$1.45M
|
+$1.13M
|
+92,472
|
+452%
|
|
|
307
|
CVA Family Office
Denver,
Colorado
|
$1.43M
|
+$1.37M
|
+111,258
|
New
|
|
|
308
|
Aurora Investment Managers
Naples,
Florida
|
$1.4M
|
+$1.34M
|
+109,266
|
New
|
|
|
309
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$1.4M
|
-$32.5K
|
-2,646
|
-2%
|
|
|
310
|
Veritable
Wilmington,
Delaware
|
$1.38M
|
+$663
|
+54
|
+0.1%
|
|
|
311
|
Atria Investments
Charlotte,
North Carolina
|
$1.38M
|
-$123K
|
-10,044
|
-9%
|
|
|
312
|
Renaissance Technologies
New York
|
$1.35M
|
+$1.29M
|
+105,480
|
New
|
|
|
313
|
|
$1.34M
|
+$1.29M
|
+105,000
|
New
|
|
|
314
|
Asset Management Group
Stamford,
Connecticut
|
$1.34M
|
+$8.03K
|
+654
|
+0.6%
|
|
|
315
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$1.32M
|
+$1.27M
|
+103,272
|
New
|
|
|
316
|
SOL Capital Management
Rockville,
Maryland
|
$1.3M
|
+$12K
|
+978
|
+1%
|
|
|
317
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.29M
|
-$62.4K
|
-5,082
|
-5%
|
|
|
318
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$1.27M
|
+$308K
|
+25,140
|
+34%
|
|
|
319
|
Segment Wealth Management
Houston,
Texas
|
$1.27M
|
+$3.17K
|
+258
|
+0.3%
|
|
|
320
|
Gradient Capital Advisors
San Diego,
California
|
$1.27M
|
+$1.25K
|
+102
|
+0.1%
|
|
|
321
|
D. Scott Neal
Lexington,
Kentucky
|
$1.25M
|
-$368
|
-30
|
-0%
|
|
|
322
|
West Paces Advisors
Atlanta,
Georgia
|
$1.25M
|
+$12.1K
|
+990
|
+1%
|
|
|
323
|
Madison Wealth Management
Cincinnati,
Ohio
|
$1.24M
|
+$1.19M
|
+96,858
|
New
|
|
|
324
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.24M
|
-$36.7K
|
-2,994
|
-3%
|
|
|
325
|
Carret Asset Management
New York
|
$1.24M
|
+$22.2K
|
+1,806
|
+2%
|
|
