|
251
|
Sargent Investment Group
Bethesda,
Maryland
|
$1.21M
|
+$211K
|
+4,000
|
+21%
|
|
|
252
|
Holistic Planning
Nacogdoches,
Texas
|
$1.2M
|
+$940K
|
+17,821
|
+342%
|
|
|
253
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$1.19M
|
–
|
–
|
–
|
|
|
254
|
Mattson Financial Services
Kentwood,
Michigan
|
$1.19M
|
-$167K
|
-3,164
|
-12%
|
|
|
255
|
Advyzon Investment Management
Lisle,
Illinois
|
$1.17M
|
+$1.18M
|
+22,473
|
New
|
|
|
256
|
Bravias Capital Group
Iselin,
New Jersey
|
$1.16M
|
+$1.1M
|
+20,926
|
New
|
|
|
257
|
Detalus Advisors
St. Louis,
Missouri
|
$1.15M
|
+$1.17M
|
+22,096
|
New
|
|
|
258
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$1.14M
|
-$5.7K
|
-108
|
-0.5%
|
|
|
259
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.14M
|
+$1.58K
|
+30
|
+0.1%
|
|
|
260
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$1.13M
|
+$9.76K
|
+185
|
+0.9%
|
|
|
261
|
Headlands Technologies
Chicago,
Illinois
|
$1.12M
|
+$332K
|
+6,289
|
+41%
|
|
|
262
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.1M
|
-$1.56M
|
-29,634
|
-58%
|
|
|
263
|
Carret Asset Management
New York
|
$1.1M
|
-$10.3K
|
-195
|
-0.9%
|
|
|
264
|
|
$1.09M
|
+$1.11M
|
+21,053
|
New
|
|
|
265
|
PGIM Custom Harvest
Newark,
New Jersey
|
$1.09M
|
+$107K
|
+2,033
|
+11%
|
|
|
266
|
Per Stirling Capital Management
Austin,
Texas
|
$1.07M
|
-$18.9K
|
-359
|
-2%
|
|
|
267
|
Petix & Botte Financial
La Mesa,
California
|
$1.06M
|
-$1.01M
|
-19,236
|
-49%
|
|
|
268
|
Apella Capital
West Hartford,
Connecticut
|
$1.05M
|
+$151K
|
+2,865
|
+17%
|
|
|
269
|
Total Investment Management
Scottsdale,
Arizona
|
$1.03M
|
–
|
–
|
–
|
|
|
270
|
Diligent Investors
Redlands,
California
|
$1.02M
|
–
|
–
|
–
|
|
|
271
|
Quartz Partners
Saratoga Springs,
New York
|
$1.01M
|
-$68.6K
|
-1,301
|
-6%
|
|
|
272
|
Castleview Partners
Dallas,
Texas
|
$1.01M
|
+$1.01M
|
+19,171
|
New
|
|
|
273
|
Merkkuri Wealth Advisors
Hicksville,
New York
|
$988K
|
+$157K
|
+2,975
|
+19%
|
|
|
274
|
Valmark Advisers
Akron,
Ohio
|
$988K
|
+$83.4K
|
+1,582
|
+9%
|
|
|
275
|
SWMG LLC
Fort Worth,
Texas
|
$979K
|
-$59.4K
|
-1,126
|
-6%
|
|
