|
626
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$1.18M
|
–
|
–
|
–
|
|
|
627
|
Tortoise Investment Management
White Plains,
New York
|
$1.18M
|
–
|
–
|
–
|
|
|
628
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.17M
|
+$158K
|
+3,151
|
+17%
|
|
|
629
|
Schroder Investment Management Group
London,
United Kingdom
|
$1.17M
|
+$143K
|
+2,853
|
+15%
|
|
|
630
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.16M
|
-$133K
|
-2,656
|
-11%
|
|
|
631
|
NWAM LLC
Mercer Island,
Washington
|
$1.16M
|
-$11.1K
|
-222
|
-1%
|
|
|
632
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$1.16M
|
+$20.1K
|
+400
|
+2%
|
|
|
633
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$1.16M
|
+$516K
|
+10,275
|
+89%
|
|
|
634
|
Mission Wealth Management
Santa Barbara,
California
|
$1.16M
|
-$2.51K
|
-50
|
-0.2%
|
|
|
635
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.15M
|
-$2.41K
|
-48
|
-0.2%
|
|
|
636
|
Hoxton Planning & Management
Shepherdstown,
West Virginia
|
$1.15M
|
-$653
|
-13
|
-0.1%
|
|
|
637
|
Procyon Advisors
Shelton,
Connecticut
|
$1.15M
|
+$199K
|
+3,972
|
+23%
|
|
|
638
|
Sonata Capital Group
Seattle,
Washington
|
$1.15M
|
–
|
–
|
–
|
|
|
639
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.14M
|
–
|
–
|
–
|
|
|
640
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.14M
|
+$312K
|
+6,222
|
+41%
|
|
|
641
|
City National Bank of Florida
Miami,
Florida
|
$1.12M
|
-$371K
|
-7,392
|
-26%
|
|
|
642
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$1.12M
|
-$3.97K
|
-79
|
-0.4%
|
|
|
643
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.12M
|
–
|
–
|
–
|
|
|
644
|
Pacific Financial Group
Bellevue,
Washington
|
$1.12M
|
+$133K
|
+2,644
|
+14%
|
|
|
645
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$1.11M
|
-$268K
|
-5,343
|
-20%
|
|
|
646
|
Sovereign Financial Group
Stamford,
Connecticut
|
$1.11M
|
-$115K
|
-2,296
|
-10%
|
|
|
647
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$1.11M
|
-$7.23K
|
-144
|
-0.7%
|
|
|
648
|
XML Financial
Bethesda,
Maryland
|
$1.11M
|
-$2.51K
|
-50
|
-0.2%
|
|
|
649
|
Evolution Wealth Advisors
Aventura,
Florida
|
$1.11M
|
–
|
–
|
–
|
|
|
650
|
Independent Family Office
Albany,
New York
|
$1.1M
|
–
|
–
|
–
|
|
