|
376
|
Planning Capital Management Corporation
Paoli,
Pennsylvania
|
$1.35M
|
+$1.29M
|
+26,017
|
New
|
|
|
377
|
Custom Index Systems
New York
|
$1.35M
|
+$1.29M
|
+25,905
|
New
|
|
|
378
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$1.33M
|
–
|
–
|
–
|
|
|
379
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$1.32M
|
+$173K
|
+3,482
|
+16%
|
|
|
380
|
Long Island Wealth Management
Melville,
New York
|
$1.31M
|
+$1.25M
|
+25,182
|
New
|
|
|
381
|
Transform Wealth
Greenwood Village,
Colorado
|
$1.3M
|
-$109K
|
-2,186
|
-8%
|
|
|
382
|
Summit Wealth Partners
Orlando,
Florida
|
$1.29M
|
+$932K
|
+18,747
|
+310%
|
|
|
383
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$1.29M
|
+$1.23M
|
+24,778
|
New
|
|
|
384
|
Lunt Capital Management
Holladay,
Utah
|
$1.28M
|
-$37.7K
|
-759
|
-3%
|
|
|
385
|
Investment Partners Asset Management
Metuchen,
New Jersey
|
$1.28M
|
+$1.22M
|
+24,533
|
New
|
|
|
386
|
Eudaimonia Partners
Winchester,
Tennessee
|
$1.27M
|
+$70K
|
+1,409
|
+6%
|
|
|
387
|
Global Financial Private Client
Sarasota,
Florida
|
$1.24M
|
-$206K
|
-4,141
|
-15%
|
|
|
388
|
Altus Wealth Group
Colorado Springs,
Colorado
|
$1.22M
|
+$344K
|
+6,929
|
+42%
|
|
|
389
|
DHK Financial Advisors
Portsmouth,
New Hampshire
|
$1.22M
|
–
|
–
|
–
|
|
|
390
|
Oder Investment Management
Woodland Hills,
California
|
$1.22M
|
+$66.4K
|
+1,335
|
+6%
|
|
|
391
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$1.21M
|
-$1.4M
|
-28,183
|
-55%
|
|
|
392
|
AllSquare Wealth Management
Albany,
New York
|
$1.2M
|
-$35.8K
|
-720
|
-3%
|
|
|
393
|
Private Trust Company
Cleveland,
Ohio
|
$1.17M
|
+$111K
|
+2,227
|
+11%
|
|
|
394
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.16M
|
+$34.5K
|
+695
|
+3%
|
|
|
395
|
Allie Family Office
Miami,
Florida
|
$1.15M
|
+$1.1M
|
+22,113
|
New
|
|
|
396
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$1.14M
|
+$1.09M
|
+21,850
|
New
|
|
|
397
|
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
$1.14M
|
+$392K
|
+7,887
|
+57%
|
|
|
398
|
Napa Wealth Management
Napa,
California
|
$1.13M
|
+$1.08M
|
+21,717
|
New
|
|
|
399
|
Gainplan
Bloomfield Hills,
Michigan
|
$1.13M
|
+$206K
|
+4,153
|
+24%
|
|
|
400
|
|
$1.11M
|
+$358K
|
+7,194
|
+51%
|
|
