|
1226
|
OneAscent Financial Services
Birmingham,
Alabama
|
$582K
|
+$66.2K
|
+318
|
+13%
|
|
|
1227
|
BTC Capital Management
Des Moines,
Iowa
|
$581K
|
+$9.16K
|
+44
|
+2%
|
|
|
1228
|
Capstone Investment Advisors
New York
|
$576K
|
-$3.11M
|
-14,926
|
-85%
|
|
|
1229
|
ProVise Management Group
Clearwater,
Florida
|
$576K
|
+$312K
|
+1,497
|
+128%
|
|
|
1230
|
Calton & Associates
Tampa,
Florida
|
$569K
|
-$169K
|
-813
|
-24%
|
|
|
1231
|
|
$569K
|
–
|
–
|
–
|
|
|
1232
|
WealthShield Partners
Cary,
North Carolina
|
$567K
|
+$547K
|
+2,627
|
New
|
|
|
1233
|
Modus Advisors
Excelsior,
Minnesota
|
$563K
|
+$190K
|
+914
|
+54%
|
|
|
1234
|
Strategy Asset Managers
Pasadena,
California
|
$559K
|
+$31.2K
|
+150
|
+6%
|
|
|
1235
|
Edge Wealth Management
New York
|
$557K
|
+$221K
|
+1,060
|
+70%
|
|
|
1236
|
Americana Partners
Houston,
Texas
|
$556K
|
-$86.8K
|
-417
|
-14%
|
|
|
1237
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$556K
|
+$17.3K
|
+83
|
+3%
|
|
|
1238
|
Laurel Wealth Advisors (California)
Solana Beach,
California
|
$553K
|
-$35.6K
|
-171
|
-6%
|
|
|
1239
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$553K
|
–
|
–
|
–
|
|
|
1240
|
Brighton Jones LLC
Seattle,
Washington
|
$553K
|
+$38.7K
|
+186
|
+8%
|
|
|
1241
|
Montecito Bank & Trust
Santa Barbara,
California
|
$553K
|
+$534K
|
+2,564
|
New
|
|
|
1242
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$552K
|
-$41.6K
|
-200
|
-7%
|
|
|
1243
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$552K
|
+$314K
|
+1,510
|
+144%
|
|
|
1244
|
Successful Portfolios
Clearwater,
Florida
|
$547K
|
+$11.2K
|
+54
|
+2%
|
|
|
1245
|
E&G Advisors
Houston,
Texas
|
$545K
|
+$93.7K
|
+450
|
+22%
|
|
|
1246
|
Alta Capital Management
Salt Lake City,
Utah
|
$543K
|
–
|
–
|
–
|
|
|
1247
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$542K
|
-$493K
|
-2,366
|
-48%
|
|
|
1248
|
Kelleher Financial Advisors
New York
|
$539K
|
-$63.9K
|
-307
|
-11%
|
|
|
1249
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$536K
|
+$12.5K
|
+60
|
+2%
|
|
|
1250
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$530K
|
+$29.2K
|
+140
|
+6%
|
|
