|
651
|
Private Wealth Group
Tampa,
Florida
|
$1.64M
|
-$12.9M
|
-140,575
|
-89%
|
|
|
652
|
Traub Capital Management
Needham,
Massachusetts
|
$1.63M
|
+$6.22K
|
+68
|
+0.4%
|
|
|
653
|
|
$1.63M
|
+$198K
|
+2,168
|
+14%
|
|
|
654
|
Ascent Wealth Partners
New Hartford,
New York
|
$1.61M
|
-$175K
|
-1,915
|
-10%
|
|
|
655
|
Serenus Wealth Advisors
Santa Monica,
California
|
$1.61M
|
+$8.33K
|
+91
|
+0.5%
|
|
|
656
|
Eddie Patel Inc
Chicago,
Illinois
|
$1.61M
|
+$1.61M
|
+17,602
|
New
|
|
|
657
|
Axim Planning & Wealth
Springboro,
Ohio
|
$1.61M
|
+$716K
|
+7,816
|
+80%
|
|
|
658
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.61M
|
+$1.08M
|
+11,759
|
+202%
|
|
|
659
|
Choate Investment Advisors
Boston,
Massachusetts
|
$1.6M
|
-$320K
|
-3,490
|
-17%
|
|
|
660
|
Naviter Wealth
Little Rock,
Arkansas
|
$1.59M
|
+$843K
|
+9,205
|
+112%
|
|
|
661
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.59M
|
+$1.04M
|
+11,310
|
+185%
|
|
|
662
|
Thompson Davis & Co
Richmond,
Virginia
|
$1.56M
|
+$527K
|
+5,753
|
+51%
|
|
|
663
|
SteelPeak Wealth
Woodland Hills,
California
|
$1.55M
|
+$844K
|
+9,220
|
+119%
|
|
|
664
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$1.54M
|
-$585K
|
-6,394
|
-28%
|
|
|
665
|
Hara Capital
Bellevue,
Washington
|
$1.54M
|
+$222K
|
+2,427
|
+17%
|
|
|
666
|
Fortress Private Ledger
Raleigh,
North Carolina
|
$1.53M
|
+$362K
|
+3,956
|
+31%
|
|
|
667
|
Colonial River Investments
Midlothian,
Virginia
|
$1.52M
|
-$262K
|
-2,862
|
-15%
|
|
|
668
|
SVB Wealth
Boston,
Massachusetts
|
$1.51M
|
-$26.6K
|
-291
|
-2%
|
|
|
669
|
Broussard Financial Group
Kaplan,
Louisiana
|
$1.51M
|
+$1.51M
|
+16,484
|
New
|
|
|
670
|
Pure Financial Advisors
San Diego,
California
|
$1.51M
|
+$157K
|
+1,710
|
+12%
|
|
|
671
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.5M
|
-$804K
|
-8,781
|
-35%
|
|
|
672
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.5M
|
+$133K
|
+1,456
|
+10%
|
|
|
673
|
SEI Investments
Oaks,
Pennsylvania
|
$1.49M
|
+$945K
|
+10,318
|
+172%
|
|
|
674
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$1.49M
|
+$701K
|
+7,662
|
+88%
|
|
|
675
|
RiverTree Advisors
Winter Park,
Florida
|
$1.48M
|
-$1.11M
|
-12,165
|
-43%
|
|
