|
326
|
SteelPeak Wealth
Woodland Hills,
California
|
$899K
|
+$899K
|
+12,065
|
New
|
|
|
327
|
Mosaic Family Wealth
St. Louis,
Missouri
|
$894K
|
+$29.5K
|
+396
|
+3%
|
|
|
328
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$872K
|
+$13.1K
|
+176
|
+2%
|
|
|
329
|
Donor Advised Charitable Giving
San Francisco,
California
|
$867K
|
+$17.7K
|
+237
|
+2%
|
|
|
330
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$859K
|
-$17.4K
|
-234
|
-2%
|
|
|
331
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$858K
|
+$223K
|
+2,986
|
+35%
|
|
|
332
|
Cypress Capital Group
Palm Beach,
Florida
|
$851K
|
-$135K
|
-1,810
|
-14%
|
|
|
333
|
Portfolio Solutions
Royal Oak,
Michigan
|
$847K
|
+$846K
|
+11,357
|
New
|
|
|
334
|
Prudential plc
London, England,
United Kingdom
|
$845K
|
-$64.1K
|
-860
|
-7%
|
|
|
335
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$844K
|
-$20.9K
|
-280
|
-2%
|
|
|
336
|
AssetMark Inc
Concord,
California
|
$824K
|
-$34.9K
|
-469
|
-4%
|
|
|
337
|
IMA Advisory Services
Denver,
Colorado
|
$801K
|
-$3.88K
|
-52
|
-0.5%
|
|
|
338
|
Denver PWM
Denver,
Colorado
|
$779K
|
+$79.1K
|
+1,061
|
+11%
|
|
|
339
|
Oppenheimer & Co
New York
|
$767K
|
-$276K
|
-3,699
|
-26%
|
|
|
340
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$765K
|
+$765K
|
+10,268
|
New
|
|
|
341
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$759K
|
+$759K
|
+10,181
|
New
|
|
|
342
|
MONECO Advisors
Fairfield,
Connecticut
|
$758K
|
+$78.6K
|
+1,055
|
+12%
|
|
|
343
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$755K
|
-$103K
|
-1,381
|
-12%
|
|
|
344
|
Pinion Investment Advisors
Wichita,
Kansas
|
$725K
|
+$71.2K
|
+955
|
+11%
|
|
|
345
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$722K
|
-$1.48M
|
-19,888
|
-67%
|
|
|
346
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$709K
|
-$11.6K
|
-155
|
-2%
|
|
|
347
|
CKW Financial Group
Honolulu,
Hawaii
|
$699K
|
+$27.3K
|
+366
|
+4%
|
|
|
348
|
|
$697K
|
-$25.4K
|
-341
|
-4%
|
|
|
349
|
Silvercrest Asset Management
New York
|
$679K
|
+$678K
|
+9,105
|
New
|
|
|
350
|
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
|
$676K
|
-$113K
|
-1,523
|
-15%
|
|
