|
826
|
SteelPeak Wealth
Woodland Hills,
California
|
$622K
|
+$624K
|
+5,538
|
New
|
|
|
827
|
Principal Financial Group
Des Moines,
Iowa
|
$620K
|
-$9.54M
|
-84,679
|
-94%
|
|
|
828
|
Private Capital Group
West Hartford,
Connecticut
|
$617K
|
+$87.1K
|
+773
|
+16%
|
|
|
829
|
Claret Asset Management
Montreal,
Quebec, Canada
|
$607K
|
-$421K
|
-3,738
|
-41%
|
|
|
830
|
Brown Advisory
Baltimore,
Maryland
|
$603K
|
+$1.8K
|
+16
|
+0.3%
|
|
|
831
|
NewDay Solutions
Hampton,
New Hampshire
|
$602K
|
-$191K
|
-1,698
|
-24%
|
|
|
832
|
Thomasville National Bank
Thomasville,
Georgia
|
$599K
|
+$11.6K
|
+103
|
+2%
|
|
|
833
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$595K
|
+$596K
|
+5,292
|
New
|
|
|
834
|
Summit Financial Strategies
Columbus,
Ohio
|
$593K
|
+$6.54K
|
+58
|
+1%
|
|
|
835
|
HYA Advisors
Springfield,
Missouri
|
$593K
|
+$595K
|
+5,276
|
New
|
|
|
836
|
America First Investment Advisors
Omaha,
Nebraska
|
$586K
|
–
|
–
|
–
|
|
|
837
|
First National Trust
Hermitage,
Pennsylvania
|
$586K
|
+$95.1K
|
+844
|
+19%
|
|
|
838
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$581K
|
+$95.2K
|
+845
|
+20%
|
|
|
839
|
Brickley Wealth Management
San Mateo,
California
|
$580K
|
+$283K
|
+2,507
|
+94%
|
|
|
840
|
JSF Financial
Los Angeles,
California
|
$577K
|
-$55.3K
|
-491
|
-9%
|
|
|
841
|
Beacon Pointe Advisors
Newport Beach,
California
|
$573K
|
+$189K
|
+1,673
|
+49%
|
|
|
842
|
Ballast Inc
Lexington,
Kentucky
|
$571K
|
-$250K
|
-2,215
|
-30%
|
|
|
843
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$569K
|
-$1.4M
|
-12,429
|
Closed
|
|
|
844
|
Paulson Wealth Management
Wheaton,
Illinois
|
$569K
|
-$214K
|
-1,901
|
-27%
|
|
|
845
|
Claybrook Capital
Wellesley,
Massachusetts
|
$569K
|
–
|
–
|
–
|
|
|
846
|
Old National Bancorp
Evansville,
Indiana
|
$565K
|
+$9.13K
|
+81
|
+2%
|
|
|
847
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$560K
|
+$561K
|
+4,982
|
New
|
|
|
848
|
Matrix Private Capital Group
New York
|
$558K
|
+$559K
|
+4,962
|
New
|
|
|
849
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$553K
|
+$10.8K
|
+96
|
+2%
|
|
|
850
|
Brookmont Capital Management
Dallas,
Texas
|
$548K
|
-$2.48K
|
-22
|
-0.4%
|
|
