|
551
|
Wealthspire Advisors (New York)
New York
|
$889K
|
+$51.5K
|
+1,905
|
+6%
|
|
|
552
|
Mather Group
Chicago,
Illinois
|
$886K
|
-$53.6K
|
-1,982
|
-6%
|
|
|
553
|
Ensign Peak Advisors
Salt Lake City,
Utah
|
$882K
|
–
|
–
|
–
|
|
|
554
|
CIM Investment Management
Pittsburgh,
Pennsylvania
|
$876K
|
-$86.5K
|
-3,199
|
-9%
|
|
|
555
|
Michels Family Financial
Fort Worth,
Texas
|
$871K
|
+$12.3K
|
+455
|
+1%
|
|
|
556
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$864K
|
+$134K
|
+4,968
|
+18%
|
|
|
557
|
Wakefield Asset Management
Englewood,
Colorado
|
$854K
|
+$239K
|
+8,820
|
+38%
|
|
|
558
|
|
$850K
|
-$176K
|
-6,521
|
-17%
|
|
|
559
|
Farther Finance Advisors
San Francisco,
California
|
$827K
|
+$23.7K
|
+875
|
+3%
|
|
|
560
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$823K
|
+$170K
|
+6,299
|
+26%
|
|
|
561
|
Concurrent Investment Advisors
Tampa,
Florida
|
$823K
|
+$163K
|
+6,037
|
+24%
|
|
|
562
|
Net Worth Advisory Group
Sandy,
Utah
|
$821K
|
-$62.9K
|
-2,324
|
-7%
|
|
|
563
|
Diversified Investment Strategies
Baton Rouge,
Louisiana
|
$813K
|
+$108K
|
+4,000
|
+15%
|
|
|
564
|
Personal CFO Solutions
Chester,
New Jersey
|
$810K
|
-$59.1K
|
-2,186
|
-7%
|
|
|
565
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$808K
|
-$20.4K
|
-754
|
-2%
|
|
|
566
|
Westwood Holdings Group
Dallas,
Texas
|
$804K
|
+$374K
|
+13,819
|
+85%
|
|
|
567
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$801K
|
–
|
–
|
–
|
|
|
568
|
Equitec Proprietary Markets
Chicago,
Illinois
|
$794K
|
+$379K
|
+14,000
|
+89%
|
|
|
569
|
Atomi Financial Group
New York
|
$794K
|
-$16.9K
|
-623
|
-2%
|
|
|
570
|
Mosaic Financial Group
Chicago,
Illinois
|
$791K
|
+$156K
|
+5,762
|
+24%
|
|
|
571
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$787K
|
-$97.3K
|
-3,598
|
-11%
|
|
|
572
|
Poehling Capital Management
Madison,
Wisconsin
|
$774K
|
-$56.7K
|
-2,096
|
-7%
|
|
|
573
|
Pitcairn Wealth Advisors
Conshohocken,
Pennsylvania
|
$755K
|
–
|
–
|
–
|
|
|
574
|
Capital Investment Advisors
Atlanta,
Georgia
|
$753K
|
-$91.2K
|
-3,370
|
-11%
|
|
|
575
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$751K
|
-$25.5K
|
-942
|
-3%
|
|
