|
651
|
IFP Advisors
Tampa,
Florida
|
$1.1M
|
+$198K
|
+3,943
|
+24%
|
|
|
652
|
Neuberger Berman Group
New York
|
$1.1M
|
+$7.28K
|
+145
|
+0.7%
|
|
|
653
|
Webster Bank
Waterbury,
Connecticut
|
$1.09M
|
-$22.9K
|
-456
|
-2%
|
|
|
654
|
Klingman & Associates
New York
|
$1.09M
|
–
|
–
|
–
|
|
|
655
|
JMG Financial Group
Downers Grove,
Illinois
|
$1.09M
|
-$7.73K
|
-154
|
-0.7%
|
|
|
656
|
Perissos Private Wealth Management
Bethany,
Oklahoma
|
$1.09M
|
+$1.02M
|
+20,385
|
New
|
|
|
657
|
Bear Mountain Capital
Seattle,
Washington
|
$1.09M
|
-$158K
|
-3,155
|
-14%
|
|
|
658
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.08M
|
+$301
|
+6
|
+0%
|
|
|
659
|
AFG Fiduciary Services
Hingham,
Massachusetts
|
$1.08M
|
–
|
–
|
–
|
|
|
660
|
Colony Family Offices
Charlotte,
North Carolina
|
$1.08M
|
-$49.6K
|
-988
|
-5%
|
|
|
661
|
Orin Green Financial
San Diego,
California
|
$1.08M
|
-$340K
|
-6,768
|
-25%
|
|
|
662
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$1.07M
|
+$24.1K
|
+480
|
+2%
|
|
|
663
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$1.07M
|
–
|
–
|
–
|
|
|
664
|
Plan Group Financial
Oklahoma City,
Oklahoma
|
$1.07M
|
+$1.01M
|
+20,065
|
New
|
|
|
665
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.07M
|
-$159K
|
-3,166
|
-14%
|
|
|
666
|
New Republic Capital
Charlotte,
North Carolina
|
$1.07M
|
–
|
–
|
–
|
|
|
667
|
Napa Wealth Management
Napa,
California
|
$1.07M
|
+$1M
|
+19,994
|
New
|
|
|
668
|
Oakworth Capital
Birmingham,
Alabama
|
$1.07M
|
–
|
–
|
–
|
|
|
669
|
TD Asset Management
Toronto,
Ontario, Canada
|
$1.06M
|
+$498K
|
+9,914
|
+99%
|
|
|
670
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.05M
|
-$175K
|
-3,479
|
-13%
|
|
|
671
|
St Louis Trust
Saint Louis,
Missouri
|
$1.05M
|
–
|
–
|
–
|
|
|
672
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$1.04M
|
–
|
–
|
–
|
|
|
673
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$1.03M
|
+$276K
|
+5,500
|
+40%
|
|
|
674
|
Joel Isaacson & Co
New York
|
$1.02M
|
+$247K
|
+4,920
|
+35%
|
|
|
675
|
Whalerock Point Partners
Providence,
Rhode Island
|
$1.01M
|
–
|
–
|
–
|
|
