|
501
|
Napa Wealth Management
Napa,
California
|
$2.76M
|
+$27.6K
|
+425
|
+1%
|
|
|
502
|
American Investment Services
Great Barrington,
Massachusetts
|
$2.75M
|
-$107K
|
-1,639
|
-4%
|
|
|
503
|
Bank of New York Mellon
New York
|
$2.75M
|
-$1.81M
|
-27,901
|
-41%
|
|
|
504
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.72M
|
+$70.7K
|
+1,087
|
+3%
|
|
|
505
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$2.72M
|
-$43.6K
|
-670
|
-2%
|
|
|
506
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.68M
|
-$138K
|
-2,119
|
-5%
|
|
|
507
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$2.64M
|
-$36K
|
-554
|
-1%
|
|
|
508
|
Evergreen Capital Management
Bellevue,
Washington
|
$2.63M
|
+$2.54M
|
+39,000
|
New
|
|
|
509
|
|
$2.58M
|
+$320K
|
+4,917
|
+15%
|
|
|
510
|
LexAurum Advisors
Overland Park,
Kansas
|
$2.5M
|
-$300K
|
-4,606
|
-11%
|
|
|
511
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$2.49M
|
+$16.8K
|
+258
|
+0.7%
|
|
|
512
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$2.48M
|
+$3.84K
|
+59
|
+0.2%
|
|
|
513
|
Citadel Advisors
Miami,
Florida
|
$2.48M
|
+$330K
|
+5,077
|
+16%
|
|
|
514
|
Arista Wealth Management
Las Vegas,
Nevada
|
$2.47M
|
–
|
–
|
–
|
|
|
515
|
RDA Financial Network
Akron,
Iowa
|
$2.43M
|
-$193K
|
-2,965
|
-8%
|
|
|
516
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$2.41M
|
-$318K
|
-4,886
|
-12%
|
|
|
517
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$2.4M
|
+$546K
|
+8,395
|
+31%
|
|
|
518
|
Diversify Advisory Services
Sandy,
Utah
|
$2.39M
|
-$233K
|
-3,580
|
-9%
|
|
|
519
|
HWG Holdings
Houston,
Texas
|
$2.34M
|
-$364K
|
-5,594
|
-14%
|
|
|
520
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$2.28M
|
+$344K
|
+5,286
|
+19%
|
|
|
521
|
William Blair & Company
Chicago,
Illinois
|
$2.27M
|
+$524K
|
+8,050
|
+31%
|
|
|
522
|
Tempus Wealth Planning
Irvine,
California
|
$2.27M
|
+$219K
|
+3,372
|
+11%
|
|
|
523
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.27M
|
-$81.2K
|
-1,249
|
-4%
|
|
|
524
|
Heritage Family Offices
Scottsdale,
Arizona
|
$2.27M
|
-$120K
|
-1,843
|
-5%
|
|
|
525
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$2.24M
|
+$253K
|
+3,892
|
+13%
|
|
