|
201
|
Morton Capital Management
Calabasas,
California
|
$1.12M
|
-$70.2K
|
-2,976
|
-6%
|
|
|
202
|
Equitable Holdings
New York
|
$1.12M
|
+$65.5K
|
+2,779
|
+6%
|
|
|
203
|
Zhang Financial
Portage,
Michigan
|
$1.1M
|
-$44.2K
|
-1,873
|
-4%
|
|
|
204
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.08M
|
+$144K
|
+6,126
|
+15%
|
|
|
205
|
Parcion Private Wealth
Bellevue,
Washington
|
$1.07M
|
+$20.5K
|
+868
|
+2%
|
|
|
206
|
Security Financial Services
Fort Wayne,
Indiana
|
$1.07M
|
+$36.1K
|
+1,532
|
+3%
|
|
|
207
|
Shearwater Capital
Denver,
Colorado
|
$1.06M
|
-$4.24K
|
-180
|
-0.4%
|
|
|
208
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.04M
|
+$204K
|
+8,643
|
+23%
|
|
|
209
|
Kestra Advisory Services
Austin,
Texas
|
$1.04M
|
+$79.5K
|
+3,373
|
+8%
|
|
|
210
|
Foster & Motley
Cincinnati,
Ohio
|
$1.04M
|
–
|
–
|
–
|
|
|
211
|
Penobscot Wealth Management
Portland,
Maine
|
$1.03M
|
+$1.07M
|
+45,491
|
New
|
|
|
212
|
PrairieView Partners
St. Paul,
Minnesota
|
$1.02M
|
-$72.7K
|
-3,082
|
-6%
|
|
|
213
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$1.01M
|
+$211K
|
+8,950
|
+25%
|
|
|
214
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$1.01M
|
-$68.5K
|
-2,904
|
-6%
|
|
|
215
|
Mutual Advisors
Omaha,
Nebraska
|
$998K
|
-$457K
|
-19,383
|
-30%
|
|
|
216
|
Relative Value Partners Group
|
$970K
|
+$483K
|
+20,491
|
+91%
|
|
|
217
|
Investmark Advisory Group
Shelton,
Connecticut
|
$937K
|
+$45.2K
|
+1,917
|
+5%
|
|
|
218
|
Cordant Inc
Portland,
Oregon
|
$924K
|
+$151K
|
+6,402
|
+19%
|
|
|
219
|
Krilogy Financial
St. Louis,
Missouri
|
$886K
|
+$283K
|
+11,984
|
+44%
|
|
|
220
|
Blue Trust Inc
Alpharetta,
Georgia
|
$863K
|
+$62.9K
|
+2,668
|
+8%
|
|
|
221
|
L & S Advisors
Los Angeles,
California
|
$847K
|
+$109K
|
+4,604
|
+14%
|
|
|
222
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$839K
|
-$616K
|
-26,119
|
-41%
|
|
|
223
|
Americana Partners
Houston,
Texas
|
$834K
|
+$872K
|
+36,969
|
New
|
|
|
224
|
Drive Wealth Management
Lehi,
Utah
|
$810K
|
-$222K
|
-9,420
|
-21%
|
|
|
225
|
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
$795K
|
+$117K
|
+4,982
|
+16%
|
|
