|
826
|
EP Wealth Advisors
Torrance,
California
|
$1.1M
|
+$1.01M
|
+3,573
|
New
|
|
|
827
|
Spinnaker Trust
Portland,
Maine
|
$1.1M
|
–
|
–
|
–
|
|
|
828
|
Wealth Alliance
Mellville,
New York
|
$1.09M
|
+$101K
|
+357
|
+11%
|
|
|
829
|
ICW Investment Advisors
Scottsdale,
Arizona
|
$1.09M
|
+$8.74K
|
+31
|
+0.9%
|
|
|
830
|
InTrack Investment Management
South Burlington,
Vermont
|
$1.09M
|
-$174K
|
-618
|
-15%
|
|
|
831
|
Energy Opportunities Capital Management
Austin,
Texas
|
$1.09M
|
-$53.5K
|
-190
|
-5%
|
|
|
832
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.08M
|
+$50.7K
|
+180
|
+5%
|
|
|
833
|
Briaud Financial Planning
College Station,
Texas
|
$1.08M
|
+$26.8K
|
+95
|
+3%
|
|
|
834
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$1.08M
|
+$5.35K
|
+19
|
+0.5%
|
|
|
835
|
Alpha Omega Wealth Management
Richmond,
Virginia
|
$1.08M
|
–
|
–
|
–
|
|
|
836
|
R.M. Davis Inc
Portland,
Maine
|
$1.07M
|
-$7.33K
|
-26
|
-0.7%
|
|
|
837
|
Procyon Advisors
Shelton,
Connecticut
|
$1.07M
|
+$128K
|
+455
|
+15%
|
|
|
838
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.07M
|
+$67.1K
|
+238
|
+7%
|
|
|
839
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$1.06M
|
-$4.23K
|
-15
|
-0.4%
|
|
|
840
|
Baker Avenue Asset Management
San Francisco,
California
|
$1.06M
|
+$476K
|
+1,689
|
+96%
|
|
|
841
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.06M
|
+$28.5K
|
+101
|
+3%
|
|
|
842
|
Princeton Global Asset Management
Princeton,
New Jersey
|
$1.06M
|
-$282
|
-1
|
-0%
|
|
|
843
|
Palisade Capital Management
Fort Lee,
New Jersey
|
$1.06M
|
–
|
–
|
–
|
|
|
844
|
SignatureFD
Atlanta,
Georgia
|
$1.06M
|
+$97.8K
|
+347
|
+11%
|
|
|
845
|
Integrated Advisors Network
Dallas,
Texas
|
$1.05M
|
-$40.3K
|
-143
|
-4%
|
|
|
846
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$1.05M
|
+$963K
|
+3,419
|
New
|
|
|
847
|
ExodusPoint Capital Management
New York
|
$1.05M
|
+$960K
|
+3,407
|
New
|
|
|
848
|
Global Retirement Partners
San Rafael,
California
|
$1.05M
|
+$4.51K
|
+16
|
+0.5%
|
|
|
849
|
Peterson Wealth Services
South Ogden,
Utah
|
$1.04M
|
+$93K
|
+330
|
+11%
|
|
|
850
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$1.03M
|
-$45.6K
|
-162
|
-5%
|
|
