|
926
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$540K
|
–
|
–
|
–
|
|
|
927
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$538K
|
+$77.6K
|
+393
|
+16%
|
|
|
928
|
Precedent Wealth Partners
Houston,
Texas
|
$534K
|
-$161K
|
-815
|
-22%
|
|
|
929
|
Comprehensive Money Management Services
Coral Gables,
Florida
|
$534K
|
–
|
–
|
–
|
|
|
930
|
Altiora Financial Group
Lebanon,
Ohio
|
$533K
|
–
|
–
|
–
|
|
|
931
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$533K
|
+$253K
|
+1,283
|
+81%
|
|
|
932
|
Private Trust Company
Cleveland,
Ohio
|
$532K
|
+$5.53K
|
+28
|
+1%
|
|
|
933
|
Modern Wealth Management
Lenexa,
Kansas
|
$531K
|
+$46.2K
|
+234
|
+9%
|
|
|
934
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$530K
|
+$54.5K
|
+276
|
+11%
|
|
|
935
|
Vivaldi Capital Management
Chicago,
Illinois
|
$526K
|
–
|
–
|
–
|
|
|
936
|
|
$526K
|
+$7.31K
|
+37
|
+1%
|
|
|
937
|
SOL Capital Management
Rockville,
Maryland
|
$526K
|
-$49.4K
|
-250
|
-8%
|
|
|
938
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$525K
|
-$9.88K
|
-50
|
-2%
|
|
|
939
|
Founders Financial Securities
Towson,
Maryland
|
$524K
|
+$37.9K
|
+192
|
+7%
|
|
|
940
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$522K
|
–
|
–
|
–
|
|
|
941
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$520K
|
–
|
–
|
–
|
|
|
942
|
ERn Financial LLC
Middleton,
Wisconsin
|
$519K
|
+$3.75K
|
+19
|
+0.7%
|
|
|
943
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$515K
|
–
|
–
|
–
|
|
|
944
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$515K
|
+$340K
|
+1,722
|
+165%
|
|
|
945
|
Roffman Miller Associates
Philadelphia,
Pennsylvania
|
$515K
|
-$4.54K
|
-23
|
-0.8%
|
|
|
946
|
Cascade Financial Partners
San Diego,
California
|
$515K
|
+$159K
|
+803
|
+41%
|
|
|
947
|
Pinnacle Associates
New York
|
$513K
|
+$117K
|
+593
|
+27%
|
|
|
948
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$511K
|
-$586K
|
-2,966
|
-52%
|
|
|
949
|
TFO Wealth Partners
Maumee,
Ohio
|
$510K
|
+$541K
|
+2,737
|
New
|
|
|
950
|
SteelPeak Wealth
Woodland Hills,
California
|
$509K
|
+$18.4K
|
+93
|
+4%
|
|
