|
501
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.06M
|
+$1.04M
|
+16,034
|
+116%
|
|
|
502
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.06M
|
-$132K
|
-2,035
|
-6%
|
|
|
503
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$2.05M
|
-$16.8K
|
-259
|
-0.9%
|
|
|
504
|
Arete Wealth Advisors
Chicago,
Illinois
|
$2.05M
|
-$95.2K
|
-1,466
|
-5%
|
|
|
505
|
Collective Family Office
York,
Pennsylvania
|
$2.04M
|
+$60.8K
|
+937
|
+3%
|
|
|
506
|
Belpointe Asset Management
Reno,
Nevada
|
$2.04M
|
+$1.92M
|
+29,557
|
New
|
|
|
507
|
New Republic Capital
Charlotte,
North Carolina
|
$2.02M
|
+$1.9M
|
+29,294
|
New
|
|
|
508
|
Glassman Wealth Services
Vienna,
Virginia
|
$2.02M
|
+$1.17K
|
+18
|
+0.1%
|
|
|
509
|
Simon Quick Advisors
Morristown,
New Jersey
|
$2.01M
|
+$1.89M
|
+29,128
|
New
|
|
|
510
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$2M
|
+$928K
|
+14,293
|
+97%
|
|
|
511
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.99M
|
+$21.8K
|
+336
|
+1%
|
|
|
512
|
Howard Wealth Management
Madison,
Connecticut
|
$1.98M
|
+$6.88K
|
+106
|
+0.4%
|
|
|
513
|
West Financial Advisors
Des Moines,
Iowa
|
$1.98M
|
+$38.9K
|
+599
|
+2%
|
|
|
514
|
KFA Private Wealth Group
Tysons,
Virginia
|
$1.96M
|
+$844
|
+13
|
+0%
|
|
|
515
|
Financial Engines Advisors
Santa Clara,
California
|
$1.95M
|
-$861K
|
-13,254
|
-32%
|
|
|
516
|
Hilltop Holdings
Dallas,
Texas
|
$1.94M
|
+$21.8K
|
+335
|
+1%
|
|
|
517
|
Continental Investors Services
Longview,
Washington
|
$1.93M
|
-$19.2K
|
-296
|
-1%
|
|
|
518
|
Coordinated Financial Services
Denver,
Colorado
|
$1.92M
|
+$60.1K
|
+926
|
+3%
|
|
|
519
|
Columbia Asset Management
Ann Arbor,
Michigan
|
$1.91M
|
-$64.2K
|
-989
|
-3%
|
|
|
520
|
SwitchPoint Financial Planning
Lehi,
Utah
|
$1.91M
|
–
|
–
|
–
|
|
|
521
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$1.88M
|
-$19K
|
-292
|
-1%
|
|
|
522
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.87M
|
+$649
|
+10
|
+0%
|
|
|
523
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.86M
|
+$214K
|
+3,289
|
+14%
|
|
|
524
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.85M
|
-$73.4K
|
-1,130
|
-4%
|
|
|
525
|
Family Wealth Partners
Matthews,
North Carolina
|
$1.85M
|
-$141K
|
-2,177
|
-8%
|
|
