|
526
|
Versor Investments
New York
|
$792K
|
-$393K
|
-1,961
|
-36%
|
|
|
527
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$791K
|
+$15.6K
|
+78
|
+2%
|
|
|
528
|
Montag & Associates
Atlanta,
Georgia
|
$790K
|
-$85.5K
|
-427
|
-11%
|
|
|
529
|
Circle Wealth Management
Summit,
New Jersey
|
$773K
|
+$5.21K
|
+26
|
+0.8%
|
|
|
530
|
Impact Partnership Wealth
Marietta,
Georgia
|
$770K
|
+$683K
|
+3,409
|
New
|
|
|
531
|
Cetera Advisors
Denver,
Colorado
|
$758K
|
+$92.9K
|
+464
|
+16%
|
|
|
532
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$757K
|
+$671K
|
+3,351
|
New
|
|
|
533
|
Knowledge Leaders Capital
Denver,
Colorado
|
$745K
|
+$660K
|
+3,296
|
New
|
|
|
534
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$742K
|
+$97.6K
|
+487
|
+17%
|
|
|
535
|
Prana Capital Management
Greenwich,
Connecticut
|
$739K
|
+$656K
|
+3,273
|
New
|
|
|
536
|
Gilder Gagnon Howe & Co
New York
|
$739K
|
-$19.6K
|
-98
|
-3%
|
|
|
537
|
Raymond James Trust
St. Petersburg,
Florida
|
$736K
|
+$81.5K
|
+407
|
+14%
|
|
|
538
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$733K
|
+$55.5K
|
+277
|
+9%
|
|
|
539
|
Great Lakes Advisors
Chicago,
Illinois
|
$727K
|
+$645K
|
+3,219
|
New
|
|
|
540
|
Transcend Capital Advisors
Madison,
New Jersey
|
$721K
|
-$16.8K
|
-84
|
-3%
|
|
|
541
|
Bessemer Group
Woodbridge,
New Jersey
|
$702K
|
+$170K
|
+850
|
+38%
|
|
|
542
|
Kozak & Associates
Highlands Ranch,
Colorado
|
$698K
|
–
|
–
|
–
|
|
|
543
|
SignatureFD
Atlanta,
Georgia
|
$698K
|
+$36.3K
|
+181
|
+6%
|
|
|
544
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$698K
|
+$619K
|
+3,089
|
New
|
|
|
545
|
Appleton Partners
Boston,
Massachusetts
|
$691K
|
-$180K
|
-897
|
-23%
|
|
|
546
|
Sequoia Financial Advisors
Akron,
Ohio
|
$688K
|
+$238K
|
+1,190
|
+64%
|
|
|
547
|
Opes Wealth Management
Menlo Park,
California
|
$686K
|
–
|
–
|
–
|
|
|
548
|
Legacy Bridge
West Des Moines,
Iowa
|
$682K
|
–
|
–
|
–
|
|
|
549
|
Grove Bank & Trust
Miami,
Florida
|
$677K
|
+$594K
|
+2,965
|
+8,985%
|
|
|
550
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$676K
|
+$600K
|
+2,993
|
New
|
|
