|
651
|
Northwest Wealth Management
Spencer,
Iowa
|
$5.3M
|
-$179K
|
-3,482
|
-3%
|
|
|
652
|
SouthState Corp
Winter Haven,
Florida
|
$5.3M
|
+$25.6K
|
+498
|
+0.5%
|
|
|
653
|
Empirical Finance
Havertown,
Pennsylvania
|
$5.3M
|
–
|
–
|
–
|
|
|
654
|
Ategra Capital Management
Vienna,
Virginia
|
$5.29M
|
+$61.9K
|
+1,205
|
+1%
|
|
|
655
|
Beacon Financial Strategies
Raleigh,
North Carolina
|
$5.27M
|
+$62.7K
|
+1,221
|
+1%
|
|
|
656
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$5.26M
|
+$373K
|
+7,266
|
+8%
|
|
|
657
|
Arete Wealth Advisors
Chicago,
Illinois
|
$5.24M
|
+$182K
|
+3,546
|
+4%
|
|
|
658
|
Weinberger Asset Management
Los Angeles,
California
|
$5.23M
|
+$5.26M
|
+102,347
|
New
|
|
|
659
|
Vivaldi Capital Management
Chicago,
Illinois
|
$5.21M
|
+$85K
|
+1,656
|
+2%
|
|
|
660
|
Grimes & Company
Westborough,
Massachusetts
|
$5.18M
|
-$320K
|
-6,231
|
-6%
|
|
|
661
|
Avidian Wealth Enterprises
Houston,
Texas
|
$5.16M
|
+$4.88M
|
+95,034
|
+1,578%
|
|
|
662
|
MGO One Seven
Beachwood,
Ohio
|
$5.11M
|
+$306K
|
+5,955
|
+6%
|
|
|
663
|
Ameliora Wealth Management
Zurich,
Switzerland
|
$5.05M
|
+$5.57M
|
+108,525
|
New
|
|
|
664
|
Aspiriant LLC
Los Angeles,
California
|
$5.02M
|
+$127K
|
+2,478
|
+3%
|
|
|
665
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$5.02M
|
+$1.68M
|
+32,747
|
+50%
|
|
|
666
|
NFP Retirement Inc
Aliso Viejo,
California
|
$4.99M
|
+$425K
|
+8,283
|
+9%
|
|
|
667
|
Great Lakes Advisors
Chicago,
Illinois
|
$4.94M
|
+$286K
|
+5,567
|
+6%
|
|
|
668
|
Roosevelt Investment Group
New York
|
$4.89M
|
+$34.9K
|
+679
|
+0.7%
|
|
|
669
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$4.85M
|
–
|
–
|
–
|
|
|
670
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$4.85M
|
-$99K
|
-1,929
|
-2%
|
|
|
671
|
Manchester Capital Management
Manchester,
Vermont
|
$4.84M
|
+$1.38M
|
+26,855
|
+40%
|
|
|
672
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$4.83M
|
-$26.1K
|
-508
|
-0.5%
|
|
|
673
|
Sterling Financial Planning
Sparta,
New Jersey
|
$4.83M
|
-$155K
|
-3,028
|
-3%
|
|
|
674
|
ARQ Wealth Advisors
Scottsdale,
Arizona
|
$4.78M
|
+$2.46K
|
+48
|
+0.1%
|
|
|
675
|
Beaumont Capital Management
Boston,
Massachusetts
|
$4.76M
|
+$4.79M
|
+93,263
|
New
|
|
