|
326
|
Montis Financial
Waltham,
Massachusetts
|
$1.3M
|
+$25.5K
|
+666
|
+2%
|
|
|
327
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.24M
|
+$688K
|
+17,929
|
+96%
|
|
|
328
|
Pursue Wealth Partners
Clayton,
California
|
$1.24M
|
+$1.4M
|
+36,543
|
New
|
|
|
329
|
One Plus One Wealth Management
Jupiter,
Florida
|
$1.24M
|
+$36.1K
|
+940
|
+3%
|
|
|
330
|
Allred Capital Management
Dallas,
Texas
|
$1.23M
|
+$33.5K
|
+874
|
+2%
|
|
|
331
|
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
|
$1.22M
|
+$1.38M
|
+36,015
|
New
|
|
|
332
|
BigSur Wealth Management
Miami,
Florida
|
$1.2M
|
+$936K
|
+24,400
|
+222%
|
|
|
333
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.2M
|
+$77
|
+2
|
+0%
|
|
|
334
|
Pine Valley Investments
Marlton,
New Jersey
|
$1.18M
|
+$153K
|
+3,978
|
+13%
|
|
|
335
|
Thor Investment Management
Cincinnati,
Ohio
|
$1.18M
|
-$42.2K
|
-1,101
|
-3%
|
|
|
336
|
Comprehensive Wealth Management
Lynnwood,
Washington
|
$1.16M
|
+$601K
|
+15,662
|
+85%
|
|
|
337
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.14M
|
+$423K
|
+11,030
|
+49%
|
|
|
338
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$1.13M
|
+$918K
|
+23,934
|
+259%
|
|
|
339
|
Custos Family Office
Austin,
Texas
|
$1.11M
|
-$54K
|
-1,407
|
-4%
|
|
|
340
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$1.1M
|
-$451K
|
-11,769
|
-27%
|
|
|
341
|
Ground Swell Capital
Folly Beach,
South Carolina
|
$1.1M
|
+$1.24M
|
+32,296
|
New
|
|
|
342
|
Regal Investment Advisors
Kentwood,
Michigan
|
$1.09M
|
+$27.1K
|
+707
|
+2%
|
|
|
343
|
K.J. Harrison & Partners
Toronto,
Ontario, Canada
|
$1.07M
|
–
|
–
|
–
|
|
|
344
|
Cutler Capital Management
Worcester,
Massachusetts
|
$1.06M
|
+$45.1K
|
+1,175
|
+4%
|
|
|
345
|
Cubist Systematic Strategies
Stamford,
Connecticut
|
$1.05M
|
-$16.8M
|
-437,263
|
-93%
|
|
|
346
|
DRW Securities
Chicago,
Illinois
|
$1.05M
|
+$398K
|
+10,381
|
+51%
|
|
|
347
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.03M
|
+$239K
|
+6,220
|
+26%
|
|
|
348
|
AE Wealth Management
Topeka,
Kansas
|
$1.03M
|
-$3.59M
|
-93,711
|
-76%
|
|
|
349
|
Williams & Novak
Westlake Village,
California
|
$1.02M
|
+$177K
|
+4,615
|
+18%
|
|
|
350
|
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
$1.02M
|
-$767K
|
-20,000
|
-40%
|
|
