|
1851
|
CreativeOne Wealth
Overland Park,
Kansas
|
$3.22M
|
+$980K
|
+5,791
|
+43%
|
|
|
1852
|
Scharf Investments
Los Gatos,
California
|
$3.22M
|
+$51.8K
|
+306
|
+2%
|
|
|
1853
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$3.22M
|
+$105K
|
+622
|
+3%
|
|
|
1854
|
XML Financial
Bethesda,
Maryland
|
$3.22M
|
-$95.6K
|
-565
|
-3%
|
|
|
1855
|
Caldwell Trust
Venice,
Florida
|
$3.22M
|
-$150K
|
-884
|
-4%
|
|
|
1856
|
Estabrook Capital Management
New York
|
$3.22M
|
-$4.23K
|
-25
|
-0.1%
|
|
|
1857
|
|
$3.21M
|
+$3.25M
|
+19,201
|
New
|
|
|
1858
|
Client 1st Advisory Group
Dunedin,
Florida
|
$3.21M
|
-$63.5K
|
-375
|
-2%
|
|
|
1859
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$3.2M
|
-$5.75K
|
-34
|
-0.2%
|
|
|
1860
|
Patten Group
Chattanooga,
Tennessee
|
$3.19M
|
-$241K
|
-1,426
|
-7%
|
|
|
1861
|
Ceeto Capital Group
Coral Gables,
Florida
|
$3.18M
|
+$50.8K
|
+300
|
+2%
|
|
|
1862
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$3.18M
|
-$3.29M
|
-19,424
|
-51%
|
|
|
1863
|
Inspire Trust Company
Reno,
Nevada
|
$3.18M
|
+$787K
|
+4,648
|
+32%
|
|
|
1864
|
Ally Financial
Detroit,
Michigan
|
$3.18M
|
+$3.22M
|
+19,000
|
New
|
|
|
1865
|
Stiles Financial Services
Edina,
Minnesota
|
$3.16M
|
-$64.5K
|
-381
|
-2%
|
|
|
1866
|
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
|
$3.16M
|
+$12K
|
+71
|
+0.4%
|
|
|
1867
|
Ironwood Financial
Tucson,
Arizona
|
$3.16M
|
-$67.4K
|
-398
|
-2%
|
|
|
1868
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$3.16M
|
-$15.2K
|
-90
|
-0.5%
|
|
|
1869
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3.15M
|
+$20.3K
|
+120
|
+0.6%
|
|
|
1870
|
Main Street Research
Lakeville,
Connecticut
|
$3.15M
|
+$112K
|
+664
|
+4%
|
|
|
1871
|
Wealth Management Partners
Tucson,
Arizona
|
$3.15M
|
-$86.1K
|
-509
|
-3%
|
|
|
1872
|
Venturi Wealth Management
Austin,
Texas
|
$3.14M
|
+$672K
|
+3,972
|
+27%
|
|
|
1873
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.14M
|
-$260K
|
-1,536
|
-8%
|
|
|
1874
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$3.14M
|
-$52.1K
|
-308
|
-2%
|
|
|
1875
|
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
$3.14M
|
+$264K
|
+1,561
|
+9%
|
|
