|
601
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$1.25M
|
-$102K
|
-1,461
|
-8%
|
|
|
602
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.25M
|
-$152K
|
-2,185
|
-11%
|
|
|
603
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.25M
|
+$568K
|
+8,172
|
+87%
|
|
|
604
|
|
$1.24M
|
+$1.21M
|
+17,422
|
New
|
|
|
605
|
Private Trust Company
Cleveland,
Ohio
|
$1.24M
|
+$4.38K
|
+63
|
+0.4%
|
|
|
606
|
LRI Investments
Palm Beach Gardens,
Florida
|
$1.23M
|
-$11.2K
|
-161
|
-0.9%
|
|
|
607
|
SeedSafe Financial
Austin,
Texas
|
$1.22M
|
+$1.19M
|
+17,148
|
New
|
|
|
608
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.22M
|
-$912K
|
-13,127
|
-43%
|
|
|
609
|
Catalina Capital Group
Torrance,
California
|
$1.21M
|
-$324K
|
-4,666
|
-22%
|
|
|
610
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$1.21M
|
+$108K
|
+1,558
|
+10%
|
|
|
611
|
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
$1.21M
|
-$2.18M
|
-31,437
|
-65%
|
|
|
612
|
Portside Wealth Group
Provo,
Utah
|
$1.2M
|
+$384K
|
+5,526
|
+49%
|
|
|
613
|
Ascension Capital Advisors
Houston,
Texas
|
$1.2M
|
–
|
–
|
–
|
|
|
614
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.2M
|
+$24K
|
+345
|
+2%
|
|
|
615
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$1.2M
|
-$151K
|
-2,179
|
-12%
|
|
|
616
|
Evanson Asset Management
Carmel,
California
|
$1.19M
|
+$72.4K
|
+1,042
|
+7%
|
|
|
617
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.18M
|
–
|
–
|
–
|
|
|
618
|
Horizon Investments
Charlotte,
North Carolina
|
$1.18M
|
+$722K
|
+10,393
|
+168%
|
|
|
619
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.18M
|
+$464K
|
+6,680
|
+68%
|
|
|
620
|
Founders Financial Securities
Towson,
Maryland
|
$1.17M
|
+$706K
|
+10,155
|
+164%
|
|
|
621
|
Falcon Wealth Planning
Ontario,
California
|
$1.17M
|
-$125K
|
-1,792
|
-10%
|
|
|
622
|
Fonville Wealth Management
Richmond,
Virginia
|
$1.15M
|
+$695
|
+10
|
+0.1%
|
|
|
623
|
Horizon Wealth Management
La Grange,
Illinois
|
$1.15M
|
+$1.12M
|
+16,150
|
New
|
|
|
624
|
First Citizens Financial Corp
Mason City,
Iowa
|
$1.15M
|
+$21.2K
|
+305
|
+2%
|
|
|
625
|
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
|
$1.15M
|
+$1.39K
|
+20
|
+0.1%
|
|
