|
1101
|
Personal CFO Solutions
Chester,
New Jersey
|
$529K
|
-$67.9K
|
-326
|
-13%
|
|
|
1102
|
RFG Advisory
Birmingham,
Alabama
|
$529K
|
+$14.6K
|
+70
|
+3%
|
|
|
1103
|
Belpointe Asset Management
Reno,
Nevada
|
$529K
|
+$186K
|
+894
|
+67%
|
|
|
1104
|
L2 Asset Management
Wayland,
Massachusetts
|
$528K
|
+$20.4K
|
+98
|
+5%
|
|
|
1105
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$527K
|
+$8.54K
|
+41
|
+2%
|
|
|
1106
|
Symphony Financial
Houston,
Texas
|
$526K
|
+$596K
|
+2,862
|
New
|
|
|
1107
|
Pin Oak Investment Advisors
Houston,
Texas
|
$525K
|
–
|
–
|
–
|
|
|
1108
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$525K
|
–
|
–
|
–
|
|
|
1109
|
NTV Asset Management
Charleston,
West Virginia
|
$522K
|
+$27.1K
|
+130
|
+6%
|
|
|
1110
|
Centaurus Financial
Anaheim,
California
|
$521K
|
+$46.6K
|
+224
|
+11%
|
|
|
1111
|
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
|
$517K
|
+$452K
|
+2,173
|
New
|
|
|
1112
|
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
$515K
|
–
|
–
|
–
|
|
|
1113
|
Principle Wealth Partners
Madison,
Connecticut
|
$513K
|
+$1.04K
|
+5
|
+0.2%
|
|
|
1114
|
Texas Capital Bancshares
Dallas,
Texas
|
$510K
|
+$2.5K
|
+12
|
+0.6%
|
|
|
1115
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$508K
|
+$7.7K
|
+37
|
+2%
|
|
|
1116
|
Kingswood Wealth Advisors
San Diego,
California
|
$507K
|
+$4.37K
|
+21
|
+1%
|
|
|
1117
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$506K
|
–
|
–
|
–
|
|
|
1118
|
Paradigm Asset Management
New York
|
$504K
|
-$250K
|
-1,200
|
-36%
|
|
|
1119
|
True North Advisors
Dallas,
Texas
|
$503K
|
-$28.5K
|
-137
|
-6%
|
|
|
1120
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$503K
|
+$14.2K
|
+68
|
+3%
|
|
|
1121
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$502K
|
-$66.8K
|
-321
|
-13%
|
|
|
1122
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$501K
|
-$40.6K
|
-195
|
-8%
|
|
|
1123
|
Financial Engines Advisors
Santa Clara,
California
|
$500K
|
+$437K
|
+2,099
|
New
|
|
|
1124
|
First Western Trust Bank
Denver,
Colorado
|
$500K
|
+$208
|
+1
|
+0%
|
|
|
1125
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$498K
|
+$24.2K
|
+116
|
+6%
|
|
