|
901
|
Independent Financial Group
San Diego,
California
|
$444K
|
+$416K
|
+13,188
|
New
|
|
|
902
|
Cannell & Spears
New York
|
$444K
|
–
|
–
|
–
|
|
|
903
|
Fidelis Capital Partners
Tampa,
Florida
|
$440K
|
-$82.2K
|
-2,606
|
-15%
|
|
|
904
|
Sargent Investment Group
Bethesda,
Maryland
|
$439K
|
+$411K
|
+13,020
|
New
|
|
|
905
|
Financial Advocates Investment Management
Olympia,
Washington
|
$438K
|
+$84.9K
|
+2,690
|
+26%
|
|
|
906
|
Epic Trust Investment Advisors
Richland,
Washington
|
$436K
|
-$92.1K
|
-2,920
|
-18%
|
|
|
907
|
Asahi Life Asset Management
Tokyo,
Japan
|
$435K
|
+$407K
|
+12,900
|
New
|
|
|
908
|
Callan Family Office
Radnor,
Pennsylvania
|
$433K
|
+$80.5K
|
+2,552
|
+25%
|
|
|
909
|
Raymond James Trust
St. Petersburg,
Florida
|
$433K
|
-$17.9K
|
-568
|
-4%
|
|
|
910
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$432K
|
-$2.52K
|
-80
|
-0.6%
|
|
|
911
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$431K
|
-$2.9K
|
-92
|
-0.7%
|
|
|
912
|
Quantitative Investment Management
Charlottesville,
Virginia
|
$431K
|
+$404K
|
+12,804
|
New
|
|
|
913
|
Athena Investment Management
Orinda,
California
|
$427K
|
-$19.7K
|
-624
|
-5%
|
|
|
914
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$426K
|
+$399K
|
+12,652
|
New
|
|
|
915
|
Forum Financial Management
Lombard,
Illinois
|
$424K
|
+$189
|
+6
|
+0%
|
|
|
916
|
Ascent Wealth Partners
New Hartford,
New York
|
$424K
|
–
|
–
|
–
|
|
|
917
|
|
$424K
|
+$28.7K
|
+910
|
+8%
|
|
|
918
|
Phoenix Financial
Givatayim,
Israel
|
$417K
|
+$140K
|
+4,440
|
+56%
|
|
|
919
|
Elser Financial Planning
Indianapolis,
Indiana
|
$417K
|
+$390K
|
+12,366
|
New
|
|
|
920
|
Goldstein Advisors
Madison,
Wisconsin
|
$415K
|
-$36.6K
|
-1,160
|
-9%
|
|
|
921
|
Old National Bancorp
Evansville,
Indiana
|
$415K
|
-$277K
|
-8,766
|
-42%
|
|
|
922
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$411K
|
+$53.5K
|
+1,696
|
+16%
|
|
|
923
|
First Horizon Advisors
Memphis,
Tennessee
|
$410K
|
+$70K
|
+2,220
|
+22%
|
|
|
924
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$407K
|
+$381K
|
+12,084
|
New
|
|
|
925
|
Private Trust Company
Cleveland,
Ohio
|
$406K
|
-$18.4K
|
-584
|
-5%
|
|
