|
1401
|
Proficio Capital Partners
Newton,
Massachusetts
|
$632K
|
+$49.4K
|
+170
|
+9%
|
|
|
1402
|
Institute for Wealth Management
Denver,
Colorado
|
$630K
|
-$44.2K
|
-152
|
-7%
|
|
|
1403
|
Fisher Asset Management
Camas,
Washington
|
$630K
|
-$171K
|
-587
|
-22%
|
|
|
1404
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$629K
|
-$35.5K
|
-122
|
-6%
|
|
|
1405
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$628K
|
+$36.3K
|
+125
|
+7%
|
|
|
1406
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$627K
|
-$70.3K
|
-242
|
-11%
|
|
|
1407
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$627K
|
+$23.5K
|
+81
|
+4%
|
|
|
1408
|
Curated Wealth Partners
El Segundo,
California
|
$626K
|
+$20.6K
|
+71
|
+4%
|
|
|
1409
|
KLR Investment Advisors
Providence,
Rhode Island
|
$624K
|
+$65.1K
|
+224
|
+12%
|
|
|
1410
|
Magnolia Capital Management
Cold Spring,
New York
|
$621K
|
–
|
–
|
–
|
|
|
1411
|
Tradition Wealth Management
Edina,
Minnesota
|
$621K
|
+$2.62K
|
+9
|
+0.4%
|
|
|
1412
|
Regal Investment Advisors
Kentwood,
Michigan
|
$621K
|
+$12.8K
|
+44
|
+2%
|
|
|
1413
|
L.J. Altfest & Co
New York
|
$620K
|
-$5.23K
|
-18
|
-0.9%
|
|
|
1414
|
Seven Springs Wealth Group
Brentwood,
Tennessee
|
$617K
|
–
|
–
|
–
|
|
|
1415
|
Camelot Portfolios
Maumee,
Ohio
|
$617K
|
–
|
–
|
–
|
|
|
1416
|
Ceeto Capital Group
Coral Gables,
Florida
|
$617K
|
+$145K
|
+500
|
+33%
|
|
|
1417
|
Tolleson Wealth Management
Dallas,
Texas
|
$617K
|
+$581K
|
+2,000
|
New
|
|
|
1418
|
KRS Capital Management
Bloomfield,
Michigan
|
$616K
|
+$5.81K
|
+20
|
+1%
|
|
|
1419
|
CVA Family Office
Denver,
Colorado
|
$611K
|
+$96.8K
|
+333
|
+20%
|
|
|
1420
|
Legacy Trust
Grand Rapids,
Michigan
|
$610K
|
-$30.8K
|
-106
|
-5%
|
|
|
1421
|
Castleview Partners
Dallas,
Texas
|
$610K
|
-$9.59K
|
-33
|
-2%
|
|
|
1422
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$609K
|
+$79K
|
+272
|
+16%
|
|
|
1423
|
XTX Topco
George Town,
Cayman Islands
|
$609K
|
+$573K
|
+1,973
|
New
|
|
|
1424
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$607K
|
–
|
–
|
–
|
|
|
1425
|
New Republic Capital
Charlotte,
North Carolina
|
$606K
|
+$31.7K
|
+109
|
+6%
|
|
