|
501
|
Summit Global Investments
Bountiful,
Utah
|
$3.08M
|
+$3.08M
|
+63,780
|
New
|
|
|
502
|
Capital Wealth Planning
Naples,
Florida
|
$3.04M
|
+$3.04M
|
+62,921
|
New
|
|
|
503
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$3.03M
|
-$12.9M
|
-267,518
|
-81%
|
|
|
504
|
Bessemer Group
Woodbridge,
New Jersey
|
$3.03M
|
-$18.3K
|
-379
|
-0.6%
|
|
|
505
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$3M
|
+$508K
|
+10,516
|
+20%
|
|
|
506
|
|
$2.99M
|
+$2.99M
|
+61,890
|
New
|
|
|
507
|
West Financial Advisors
Des Moines,
Iowa
|
$2.98M
|
+$305K
|
+6,310
|
+11%
|
|
|
508
|
Activest Wealth Management
Aventure,
Florida
|
$2.95M
|
+$154K
|
+3,183
|
+6%
|
|
|
509
|
Laraway Financial Advisors
Saint Cloud,
Minnesota
|
$2.91M
|
-$22.6K
|
-467
|
-0.8%
|
|
|
510
|
B&D White Capital Company
Lakeway,
Texas
|
$2.91M
|
+$953K
|
+19,717
|
+49%
|
|
|
511
|
Marvin & Palmer Associates
Wilmington,
Delaware
|
$2.89M
|
+$2.59M
|
+53,490
|
+853%
|
|
|
512
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.88M
|
+$66.9K
|
+1,383
|
+2%
|
|
|
513
|
High Note Wealth
Deephaven,
Minnesota
|
$2.86M
|
-$32.2K
|
-665
|
-1%
|
|
|
514
|
Orca Investment Management
Roseburg,
Oregon
|
$2.85M
|
-$165K
|
-3,419
|
-5%
|
|
|
515
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$2.85M
|
-$75.9K
|
-1,570
|
-3%
|
|
|
516
|
St. Johns Investment Management
Jacksonville,
Florida
|
$2.83M
|
+$204K
|
+4,224
|
+8%
|
|
|
517
|
RDA Financial Network
Akron,
Iowa
|
$2.82M
|
+$118K
|
+2,444
|
+4%
|
|
|
518
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.81M
|
+$1,000K
|
+20,678
|
+55%
|
|
|
519
|
KeyBank National Association
Cleveland,
Ohio
|
$2.81M
|
-$304K
|
-6,287
|
-10%
|
|
|
520
|
Laidlaw Wealth Management
New York City,
New York
|
$2.8M
|
+$109K
|
+2,258
|
+4%
|
|
|
521
|
Magnus Financial Group
New York
|
$2.8M
|
+$750K
|
+15,504
|
+37%
|
|
|
522
|
Wealthspire Advisors (New York)
New York
|
$2.79M
|
+$399K
|
+8,261
|
+17%
|
|
|
523
|
Global View Capital Management
Waukesha,
Wisconsin
|
$2.76M
|
+$2.77M
|
+57,198
|
New
|
|
|
524
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$2.75M
|
+$73.3K
|
+1,516
|
+3%
|
|
|
525
|
Bray Capital Advisors
Naples,
Florida
|
$2.75M
|
-$126K
|
-2,599
|
-4%
|
|
