|
501
|
Peak Financial Management
Wellesley,
Massachusetts
|
$14.8M
|
-$77.4K
|
-211
|
-0.5%
|
|
|
502
|
Apexium Financial
Dallas,
Texas
|
$14.8M
|
+$81.8K
|
+223
|
+0.6%
|
|
|
503
|
Harbor Advisory Corp
Portsmouth,
New Hampshire
|
$14.8M
|
-$185K
|
-505
|
-1%
|
|
|
504
|
Jefferies Financial Group
New York
|
$14.7M
|
-$436K
|
-1,190
|
-3%
|
|
|
505
|
Leavell Investment Management
Mobile,
Alabama
|
$14.6M
|
-$602K
|
-1,642
|
-4%
|
|
|
506
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$14.6M
|
+$7.71M
|
+21,017
|
+117%
|
|
|
507
|
3Chopt Investment Partners
Richmond,
Virginia
|
$14.5M
|
+$2.09M
|
+5,692
|
+17%
|
|
|
508
|
Kestra Private Wealth Services
Austin,
Texas
|
$14.5M
|
+$1.4M
|
+3,813
|
+11%
|
|
|
509
|
Stephens Inc
Little Rock,
Arkansas
|
$14.5M
|
+$121K
|
+329
|
+0.9%
|
|
|
510
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$14.5M
|
+$910K
|
+2,481
|
+7%
|
|
|
511
|
MGO Private Wealth
Irvine,
California
|
$14.5M
|
+$2.07M
|
+5,634
|
+17%
|
|
|
512
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$14.3M
|
+$155K
|
+424
|
+1%
|
|
|
513
|
Landmark Financial Advisors
Bowling Green,
Kentucky
|
$14.1M
|
+$172K
|
+468
|
+1%
|
|
|
514
|
Venture Visionary Partners
Sylvania,
Ohio
|
$14.1M
|
+$740K
|
+2,019
|
+6%
|
|
|
515
|
Principal Financial Group
Des Moines,
Iowa
|
$14M
|
+$2.75M
|
+7,493
|
+25%
|
|
|
516
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$14M
|
+$20.2K
|
+55
|
+0.1%
|
|
|
517
|
Southern Wealth Management
Dallas,
Texas
|
$13.9M
|
+$254K
|
+693
|
+2%
|
|
|
518
|
Belpointe Asset Management
Reno,
Nevada
|
$13.9M
|
+$6.26M
|
+17,056
|
+86%
|
|
|
519
|
First Merchants Corp
Muncie,
Indiana
|
$13.8M
|
+$184K
|
+501
|
+1%
|
|
|
520
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$13.8M
|
+$355K
|
+969
|
+3%
|
|
|
521
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$13.8M
|
+$471K
|
+1,283
|
+4%
|
|
|
522
|
|
$13.8M
|
-$1.3M
|
-3,546
|
-9%
|
|
|
523
|
Stonegate Investment Group
Birmingham,
Alabama
|
$13.7M
|
-$73.7K
|
-201
|
-0.5%
|
|
|
524
|
Ategra Capital Management
Vienna,
Virginia
|
$13.6M
|
-$258K
|
-703
|
-2%
|
|
|
525
|
ORG Partners
Roanoke,
Indiana
|
$13.6M
|
+$13.2M
|
+36,125
|
New
|
|
