|
951
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$1.41M
|
+$1.08M
|
+3,907
|
+208%
|
|
|
952
|
Freestone Grove Partners
San Francisco,
California
|
$1.38M
|
+$1.57M
|
+5,675
|
New
|
|
|
953
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.37M
|
+$353K
|
+1,273
|
+29%
|
|
|
954
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$1.37M
|
+$220K
|
+795
|
+16%
|
|
|
955
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.37M
|
-$522K
|
-1,885
|
-25%
|
|
|
956
|
ALPS Advisors
Denver,
Colorado
|
$1.37M
|
-$901K
|
-3,252
|
-37%
|
|
|
957
|
Marathon Wealth Advisors
Boston,
Massachusetts
|
$1.37M
|
+$51.8K
|
+187
|
+3%
|
|
|
958
|
Rakuten Securities
Tokyo,
Japan
|
$1.36M
|
+$253K
|
+912
|
+19%
|
|
|
959
|
Howard Capital Management
Roswell,
Georgia
|
$1.36M
|
-$2.03M
|
-7,328
|
-57%
|
|
|
960
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.35M
|
-$1.02M
|
-3,668
|
-40%
|
|
|
961
|
Pacifica Partners
Surrey,
Canada
|
$1.34M
|
+$41.8K
|
+151
|
+3%
|
|
|
962
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$1.34M
|
-$730K
|
-2,634
|
-32%
|
|
|
963
|
Waterfront Wealth
Overland Park,
Kansas
|
$1.33M
|
+$440K
|
+1,590
|
+41%
|
|
|
964
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.32M
|
-$353K
|
-1,275
|
-19%
|
|
|
965
|
Ballentine Partners
Waltham,
Massachusetts
|
$1.32M
|
-$158K
|
-570
|
-9%
|
|
|
966
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.32M
|
-$83.9K
|
-303
|
-5%
|
|
|
967
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.31M
|
-$360K
|
-1,299
|
-19%
|
|
|
968
|
Purus Wealth Management
Newport Beach,
California
|
$1.31M
|
-$153K
|
-554
|
-9%
|
|
|
969
|
Fideuram - Intesa Sanpaolo Private Banking
Turin,
|
$1.31M
|
-$2.59M
|
-9,333
|
-63%
|
|
|
970
|
1900 Wealth Management
San Antonio,
Texas
|
$1.31M
|
-$110K
|
-398
|
-7%
|
|
|
971
|
Concentrum Wealth Management
San Jose,
California
|
$1.31M
|
-$361K
|
-1,304
|
-20%
|
|
|
972
|
Coastline Trust
Providence,
Rhode Island
|
$1.3M
|
-$188K
|
-680
|
-11%
|
|
|
973
|
Tealwood Asset Management
Minneapolis,
Minnesota
|
$1.29M
|
+$466K
|
+1,682
|
+47%
|
|
|
974
|
Atomi Financial Group
New York
|
$1.28M
|
+$20.5K
|
+74
|
+1%
|
|
|
975
|
Stoneridge Investment Partners
Radnor,
Pennsylvania
|
$1.27M
|
–
|
–
|
–
|
|
