|
526
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$11.7M
|
+$2.68M
|
+34,464
|
+28%
|
|
|
527
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.6M
|
-$116K
|
-1,488
|
-0.9%
|
|
|
528
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$11.6M
|
–
|
–
|
–
|
|
|
529
|
Renaissance Technologies
New York
|
$11.6M
|
+$11.8M
|
+152,160
|
+2,186%
|
|
|
530
|
Integrity Alliance
Urbandale,
Iowa
|
$11.4M
|
-$2.27M
|
-29,226
|
-16%
|
|
|
531
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$11.4M
|
-$22.2M
|
-284,826
|
-64%
|
|
|
532
|
Westwood Holdings Group
Dallas,
Texas
|
$11.4M
|
-$235K
|
-3,018
|
-2%
|
|
|
533
|
Avion Wealth
The Woodlands,
Texas
|
$11.3M
|
+$1.23M
|
+15,852
|
+11%
|
|
|
534
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$11.3M
|
+$562K
|
+7,230
|
+5%
|
|
|
535
|
Trek Financial
Scottsdale,
Arizona
|
$11.3M
|
-$17.9M
|
-230,148
|
-60%
|
|
|
536
|
Angeles Wealth Management
Santa Monica,
California
|
$11.3M
|
-$24.3K
|
-312
|
-0.2%
|
|
|
537
|
Novak & Powell Financial Services
St. Petersburg,
Florida
|
$11.3M
|
-$147K
|
-1,884
|
-1%
|
|
|
538
|
Elevated Capital Advisors
Sandy,
Utah
|
$11.3M
|
+$320K
|
+4,110
|
+3%
|
|
|
539
|
Fonville Wealth Management
Richmond,
Virginia
|
$11.3M
|
+$1.03M
|
+13,296
|
+9%
|
|
|
540
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$11.2M
|
-$6.04M
|
-77,598
|
-33%
|
|
|
541
|
Segment Wealth Management
Houston,
Texas
|
$11.1M
|
–
|
–
|
–
|
|
|
542
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$11.1M
|
+$328K
|
+4,218
|
+3%
|
|
|
543
|
Parallel Advisors
San Francisco,
California
|
$11M
|
+$898K
|
+11,538
|
+8%
|
|
|
544
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$11M
|
-$294K
|
-3,780
|
-2%
|
|
|
545
|
VSM Wealth Advisory
Hunt Valley,
Maryland
|
$11M
|
+$1.23M
|
+15,858
|
+12%
|
|
|
546
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$11M
|
-$1.22M
|
-15,654
|
-9%
|
|
|
547
|
Brio Consultants
San Francisco,
California
|
$11M
|
+$50.6M
|
+650,442
|
+502%
|
|
|
548
|
Park Avenue Securities
New York
|
$10.9M
|
+$1.13M
|
+14,502
|
+11%
|
|
|
549
|
Perennial Investment Advisors
Los Angeles,
California
|
$10.9M
|
+$841K
|
+10,806
|
+8%
|
|
|
550
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$10.9M
|
-$339K
|
-4,356
|
-3%
|
|
