|
276
|
Simplicity Wealth
Summit,
New Jersey
|
$710K
|
-$3.53M
|
-101,661
|
-84%
|
|
|
277
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$701K
|
+$20.8K
|
+600
|
+3%
|
|
|
278
|
Parallel Advisors
San Francisco,
California
|
$692K
|
+$149K
|
+4,291
|
+29%
|
|
|
279
|
|
$690K
|
+$95K
|
+2,737
|
+17%
|
|
|
280
|
Axxcess Wealth Management
Carlsbad,
California
|
$689K
|
-$899K
|
-25,888
|
-58%
|
|
|
281
|
Allworth Financial
Folsom,
California
|
$686K
|
+$111K
|
+3,188
|
+20%
|
|
|
282
|
Beacon Financial Group
Dallas,
Texas
|
$686K
|
+$409K
|
+11,793
|
+164%
|
|
|
283
|
CreativeOne Wealth
Overland Park,
Kansas
|
$685K
|
+$326K
|
+9,376
|
+98%
|
|
|
284
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$674K
|
-$466K
|
-13,411
|
-42%
|
|
|
285
|
Larson Financial Group
St Louis,
Missouri
|
$674K
|
+$133K
|
+3,835
|
+26%
|
|
|
286
|
Gemmer Asset Management
Walnut Creek,
California
|
$674K
|
+$69K
|
+1,987
|
+12%
|
|
|
287
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$673K
|
+$23.3K
|
+672
|
+4%
|
|
|
288
|
Sovereign Financial Group
Stamford,
Connecticut
|
$665K
|
+$126K
|
+3,623
|
+24%
|
|
|
289
|
Cape Investment Advisory
Mcdonough,
Georgia
|
$665K
|
+$10.4K
|
+300
|
+2%
|
|
|
290
|
EP Wealth Advisors
Torrance,
California
|
$664K
|
+$264K
|
+7,606
|
+71%
|
|
|
291
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$663K
|
-$106K
|
-3,053
|
-14%
|
|
|
292
|
Gordian Capital (Singapore)
Singapore
|
$650K
|
–
|
–
|
–
|
|
|
293
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$647K
|
+$111K
|
+3,202
|
+22%
|
|
|
294
|
Ackerman Capital Advisors
Dallas,
Texas
|
$645K
|
+$20.1K
|
+579
|
+3%
|
|
|
295
|
Fischer Investment Strategies
Westlake Village,
California
|
$640K
|
+$74.8K
|
+2,155
|
+14%
|
|
|
296
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$635K
|
–
|
–
|
–
|
|
|
297
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$625K
|
+$601K
|
+17,305
|
New
|
|
|
298
|
VitalStone Financial
Shavano Park,
Texas
|
$622K
|
-$205K
|
-5,909
|
-26%
|
|
|
299
|
Wealthspire Advisors (New York)
New York
|
$618K
|
+$59.3K
|
+1,708
|
+11%
|
|
|
300
|
RFG Advisory
Birmingham,
Alabama
|
$615K
|
+$245K
|
+7,052
|
+71%
|
|
