|
1876
|
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
|
$709K
|
+$204K
|
+250
|
+45%
|
|
|
1877
|
Prasad Wealth Partners
Independence,
Ohio
|
$709K
|
+$2.45K
|
+3
|
+0.4%
|
|
|
1878
|
Fieldview Capital Management
Niles,
Michigan
|
$706K
|
+$655K
|
+803
|
New
|
|
|
1879
|
Summit Securities Group
New York
|
$703K
|
-$769K
|
-943
|
-54%
|
|
|
1880
|
|
$703K
|
–
|
–
|
–
|
|
|
1881
|
Levin Capital Strategies
New York
|
$703K
|
–
|
–
|
–
|
|
|
1882
|
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
|
$703K
|
–
|
–
|
–
|
|
|
1883
|
Eurizon SLJ Capital
London,
|
$701K
|
+$650K
|
+797
|
New
|
|
|
1884
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$700K
|
-$31K
|
-38
|
-5%
|
|
|
1885
|
Fiduciary Group
Savannah,
Georgia
|
$700K
|
+$61.2K
|
+75
|
+10%
|
|
|
1886
|
MV Capital Management
Bethesda,
Maryland
|
$699K
|
+$19.6K
|
+24
|
+3%
|
|
|
1887
|
USA Financial Formulas
Ada,
Michigan
|
$698K
|
-$391K
|
-479
|
-38%
|
|
|
1888
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$698K
|
-$22.8K
|
-28
|
-3%
|
|
|
1889
|
Stonebrook Private
Northville,
Michigan
|
$696K
|
+$5.71K
|
+7
|
+0.9%
|
|
|
1890
|
One Wealth Advisors
San Francisco,
California
|
$694K
|
–
|
–
|
–
|
|
|
1891
|
China Universal Asset Management Company
Shanghai,
China
|
$694K
|
+$4.9K
|
+6
|
+0.8%
|
|
|
1892
|
Fi3 Financial Advisors
Indianapolis,
Indiana
|
$693K
|
+$4.9K
|
+6
|
+0.8%
|
|
|
1893
|
One Capital Management
Westlake Village,
California
|
$693K
|
-$64.5K
|
-79
|
-9%
|
|
|
1894
|
Prosperity Bancshares
Houston,
Texas
|
$693K
|
+$643K
|
+788
|
New
|
|
|
1895
|
EWA LLC
Pittsbugh,
Pennsylvania
|
$692K
|
+$143K
|
+175
|
+29%
|
|
|
1896
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$690K
|
+$57.9K
|
+71
|
+10%
|
|
|
1897
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$690K
|
+$4.9K
|
+6
|
+0.8%
|
|
|
1898
|
Williamson Legacy Group
Carmel,
Indiana
|
$688K
|
+$129K
|
+158
|
+25%
|
|
|
1899
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$688K
|
-$15.5K
|
-19
|
-2%
|
|
|
1900
|
55 North Private Wealth
Winter Park,
Florida
|
$687K
|
+$638K
|
+782
|
New
|
|
