|
526
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.35M
|
+$135K
|
+757
|
+11%
|
|
|
527
|
American Portfolios Advisors
Holbrook,
New York
|
$1.34M
|
+$113K
|
+637
|
+9%
|
|
|
528
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.33M
|
+$1.33M
|
+7,451
|
New
|
|
|
529
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.33M
|
+$267K
|
+1,503
|
+25%
|
|
|
530
|
Asset Dedication LLC
San Francisco,
California
|
$1.32M
|
-$237K
|
-1,333
|
-15%
|
|
|
531
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.32M
|
+$10.8K
|
+61
|
+0.8%
|
|
|
532
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$1.32M
|
-$84.3K
|
-474
|
-6%
|
|
|
533
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$1.31M
|
–
|
–
|
–
|
|
|
534
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.3M
|
-$85.2K
|
-479
|
-6%
|
|
|
535
|
Financial Engines Advisors
Santa Clara,
California
|
$1.3M
|
+$33.4K
|
+188
|
+3%
|
|
|
536
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$1.3M
|
+$1.29M
|
+7,261
|
New
|
|
|
537
|
Belpointe Asset Management
Reno,
Nevada
|
$1.29M
|
-$69.7K
|
-392
|
-5%
|
|
|
538
|
TAP Consulting
Kirkwood,
Missouri
|
$1.28M
|
-$304K
|
-1,710
|
-19%
|
|
|
539
|
KEB Asset Management
Springfield,
Illinois
|
$1.28M
|
+$1.27M
|
+7,158
|
New
|
|
|
540
|
Riversedge Advisors
Wilmington,
Delaware
|
$1.27M
|
+$185K
|
+1,039
|
+17%
|
|
|
541
|
Strategic Financial Partners
Bend,
Oregon
|
$1.26M
|
-$67.4K
|
-379
|
-5%
|
|
|
542
|
Janiczek Wealth Management
Denver,
Colorado
|
$1.26M
|
+$2.67K
|
+15
|
+0.2%
|
|
|
543
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.26M
|
+$154K
|
+866
|
+14%
|
|
|
544
|
TD Private Client Wealth
New York
|
$1.25M
|
-$88K
|
-495
|
-7%
|
|
|
545
|
Chesley Taft & Associates
Chicago,
Illinois
|
$1.25M
|
+$313K
|
+1,762
|
+34%
|
|
|
546
|
Capital Performance Advisors
Walnut Creek,
California
|
$1.24M
|
+$1.34M
|
+7,510
|
New
|
|
|
547
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$1.24M
|
+$1.23M
|
+6,929
|
New
|
|
|
548
|
Wintrust Investments
Chicago,
Illinois
|
$1.23M
|
–
|
–
|
–
|
|
|
549
|
Stone Summit Wealth
Miami,
Florida
|
$1.23M
|
+$1.23M
|
+6,901
|
New
|
|
|
550
|
|
$1.23M
|
-$951K
|
-5,345
|
-95%
|
|
