|
226
|
Circle Wealth Management
Summit,
New Jersey
|
$864K
|
–
|
–
|
–
|
|
|
227
|
OneAscent Financial Services
Birmingham,
Alabama
|
$854K
|
-$556K
|
-7,546
|
-37%
|
|
|
228
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$847K
|
–
|
–
|
–
|
|
|
229
|
Gables Capital Management
Miami,
Florida
|
$847K
|
+$29.5K
|
+400
|
+3%
|
|
|
230
|
Vista Finance
Clayton,
Missouri
|
$846K
|
+$88K
|
+1,194
|
+10%
|
|
|
231
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$831K
|
–
|
–
|
–
|
|
|
232
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$830K
|
+$150K
|
+2,041
|
+23%
|
|
|
233
|
Aspen Grove Capital
Avon,
Colorado
|
$825K
|
–
|
–
|
–
|
|
|
234
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$807K
|
–
|
–
|
–
|
|
|
235
|
SignatureFD
Atlanta,
Georgia
|
$803K
|
-$592K
|
-8,033
|
-39%
|
|
|
236
|
Modern Wealth Management
Lenexa,
Kansas
|
$802K
|
+$15.5K
|
+210
|
+2%
|
|
|
237
|
Fiduciary Financial Group
San Rafael,
California
|
$796K
|
+$13K
|
+177
|
+1%
|
|
|
238
|
Plancorp LLC
Saint Louis,
Missouri
|
$793K
|
–
|
–
|
–
|
|
|
239
|
Doliver Advisors
Houston,
Texas
|
$793K
|
+$147
|
+2
|
+0%
|
|
|
240
|
Transcend Capital Advisors
Madison,
New Jersey
|
$793K
|
+$31.3K
|
+425
|
+4%
|
|
|
241
|
Pilgrim Partners Asia
Singapore
|
$791K
|
+$242K
|
+3,280
|
+37%
|
|
|
242
|
Runnymede Capital Advisors
Dublin,
Ohio
|
$788K
|
+$590
|
+8
|
+0.1%
|
|
|
243
|
Essex Financial Services
Essex,
Connecticut
|
$781K
|
-$35.4K
|
-480
|
-4%
|
|
|
244
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$778K
|
-$147K
|
-2,000
|
-14%
|
|
|
245
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$775K
|
+$15.8K
|
+215
|
+2%
|
|
|
246
|
Matrix Private Capital Group
New York
|
$768K
|
–
|
–
|
–
|
|
|
247
|
ACAS LLC
Rancho Santa Fe,
California
|
$764K
|
+$155K
|
+2,106
|
+27%
|
|
|
248
|
NorthRock Partners
Minneapolis,
Minnesota
|
$763K
|
+$28.2K
|
+383
|
+3%
|
|
|
249
|
Howland Capital Management
Boston,
Massachusetts
|
$756K
|
–
|
–
|
–
|
|
|
250
|
Armis Advisers
Atlanta,
Georgia
|
$756K
|
+$750K
|
+10,177
|
New
|
|
