|
701
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$315K
|
–
|
–
|
–
|
|
|
702
|
Simon Quick Advisors
Morristown,
New Jersey
|
$313K
|
+$32.7K
|
+407
|
+11%
|
|
|
703
|
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
|
$310K
|
-$3.86K
|
-48
|
-1%
|
|
|
704
|
Evergreen Capital Management
Bellevue,
Washington
|
$309K
|
–
|
–
|
–
|
|
|
705
|
Neuberger Berman Group
New York
|
$309K
|
–
|
–
|
–
|
|
|
706
|
Lane Brothers & Co
Prescott,
Arizona
|
$307K
|
-$29.4K
|
-366
|
-9%
|
|
|
707
|
Berger Financial Group
Plymouth,
Minnesota
|
$305K
|
+$19.9K
|
+247
|
+7%
|
|
|
708
|
Hudson Value Partners
Palm Beach,
Florida
|
$299K
|
–
|
–
|
–
|
|
|
709
|
Stokes Family Office
New Orleans,
Louisiana
|
$299K
|
-$298K
|
-3,702
|
-49%
|
|
|
710
|
Curated Wealth Partners
El Segundo,
California
|
$297K
|
–
|
–
|
–
|
|
|
711
|
Spirepoint Private Client
Vero Beach,
Florida
|
$294K
|
+$301K
|
+3,743
|
New
|
|
|
712
|
Northwest Wealth Management
Spencer,
Iowa
|
$292K
|
–
|
–
|
–
|
|
|
713
|
Golden State Equity Partners
South Coast Metro,
California
|
$289K
|
+$295K
|
+3,672
|
New
|
|
|
714
|
Americana Partners
Houston,
Texas
|
$287K
|
+$884
|
+11
|
+0.3%
|
|
|
715
|
|
$286K
|
-$80.2M
|
-998,020
|
-100%
|
|
|
716
|
MCF Advisors
Covington,
Kentucky
|
$285K
|
+$273K
|
+3,395
|
+1,476%
|
|
|
717
|
Capital Investment Advisors
Atlanta,
Georgia
|
$284K
|
+$19.1K
|
+238
|
+7%
|
|
|
718
|
LWM Advisors
El Dorado Hills,
California
|
$282K
|
–
|
–
|
–
|
|
|
719
|
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
|
$281K
|
+$287K
|
+3,572
|
New
|
|
|
720
|
Life Line Wealth Management
Beverly Hills,
California
|
$280K
|
+$23.5K
|
+292
|
+9%
|
|
|
721
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$279K
|
–
|
–
|
–
|
|
|
722
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$279K
|
+$285K
|
+3,541
|
New
|
|
|
723
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$278K
|
-$116K
|
-1,448
|
-29%
|
|
|
724
|
Battery Global Advisors
Boston,
Massachusetts
|
$276K
|
+$279K
|
+3,470
|
+10,206%
|
|
|
725
|
QRG Capital Management
Chicago,
Illinois
|
$275K
|
-$6.27K
|
-78
|
-2%
|
|
