|
1026
|
Wallace Advisory Group
Lafayette,
California
|
$418K
|
-$124K
|
-2,463
|
-22%
|
|
|
1027
|
Highline Wealth Partners
Sherman Oaks,
California
|
$418K
|
+$8.31K
|
+165
|
+2%
|
|
|
1028
|
SVB Wealth
Boston,
Massachusetts
|
$417K
|
-$136K
|
-2,707
|
-24%
|
|
|
1029
|
Gibbs Wealth Management
Alpharetta,
Georgia
|
$413K
|
-$151
|
-3
|
-0%
|
|
|
1030
|
Shelton Capital Management
Denver,
Colorado
|
$412K
|
-$1.23M
|
-24,500
|
-74%
|
|
|
1031
|
Brookstone Capital Management
Wheaton,
Illinois
|
$411K
|
+$13.2K
|
+262
|
+3%
|
|
|
1032
|
Perennial Advisors
New York
|
$406K
|
+$421K
|
+8,358
|
New
|
|
|
1033
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$404K
|
+$202
|
+4
|
+0%
|
|
|
1034
|
Montag & Associates
Atlanta,
Georgia
|
$402K
|
+$416K
|
+8,262
|
New
|
|
|
1035
|
Bard Financial Services
Branford,
Connecticut
|
$399K
|
–
|
–
|
–
|
|
|
1036
|
Merit Financial Group
Alpharetta,
Georgia
|
$398K
|
-$121K
|
-2,408
|
-23%
|
|
|
1037
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$397K
|
+$361K
|
+7,158
|
+707%
|
|
|
1038
|
Bellecapital
Zurich,
Switzerland
|
$394K
|
–
|
–
|
–
|
|
|
1039
|
GeoWealth Management
Chicago,
Illinois
|
$393K
|
+$408K
|
+8,092
|
New
|
|
|
1040
|
Lindbrook Capital
Calabasas,
California
|
$393K
|
-$18.1K
|
-359
|
-4%
|
|
|
1041
|
Journey Strategic Wealth
Summit,
New Jersey
|
$392K
|
+$406K
|
+8,061
|
New
|
|
|
1042
|
Clarius Group LLC
Seattle,
Washington
|
$391K
|
-$21.2K
|
-420
|
-5%
|
|
|
1043
|
Cornerstone Advisors
Asheville,
North Carolina
|
$389K
|
-$721K
|
-14,300
|
-64%
|
|
|
1044
|
Willis Johnson & Associates
Houston,
Texas
|
$389K
|
+$35.2K
|
+698
|
+10%
|
|
|
1045
|
Caxton Associates (New York)
New York
|
$388K
|
-$3.38M
|
-67,009
|
-89%
|
|
|
1046
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$384K
|
-$130K
|
-2,579
|
-25%
|
|
|
1047
|
Whitener Capital Management
Rocky Mount,
North Carolina
|
$383K
|
+$7.05K
|
+140
|
+2%
|
|
|
1048
|
SageView Advisory Group
Newport Beach,
California
|
$381K
|
-$430K
|
-8,529
|
-52%
|
|
|
1049
|
LWM Advisory Services
Plantation,
Florida
|
$381K
|
+$395K
|
+7,838
|
New
|
|
|
1050
|
Empirical Wealth Management
Seattle,
Washington
|
$380K
|
+$83.6K
|
+1,658
|
+27%
|
|
