|
801
|
Maxwell Wealth Strategies
Pleasanton,
California
|
$1.86M
|
+$1.78M
|
+36,807
|
New
|
|
|
802
|
My Legacy Advisors
Bend,
Oregon
|
$1.8M
|
+$88.3K
|
+1,823
|
+5%
|
|
|
803
|
Catalyst Private Wealth
San Mateo,
California
|
$1.8M
|
+$1.09M
|
+22,403
|
+170%
|
|
|
804
|
Ancora Advisors
Cleveland,
Ohio
|
$1.8M
|
-$106K
|
-2,190
|
-6%
|
|
|
805
|
City of London Investment Management
London,
United Kingdom
|
$1.79M
|
+$1.72M
|
+35,472
|
New
|
|
|
806
|
Citadel Advisors
Miami,
Florida
|
$1.79M
|
-$34M
|
-702,566
|
-95%
|
|
|
807
|
Red Tortoise LLC
Atlanta,
Georgia
|
$1.79M
|
+$50.4K
|
+1,041
|
+3%
|
|
|
808
|
Fiduciary Group
Savannah,
Georgia
|
$1.78M
|
+$297K
|
+6,123
|
+21%
|
|
|
809
|
Tocqueville Asset Management
New York
|
$1.77M
|
-$4.84K
|
-100
|
-0.3%
|
|
|
810
|
SOA Wealth Advisors
New York
|
$1.77M
|
-$145K
|
-2,995
|
-8%
|
|
|
811
|
Scissortail Wealth Management
Tulsa,
Oklahoma
|
$1.76M
|
-$266K
|
-5,497
|
-13%
|
|
|
812
|
Jump Financial
Chicago,
Illinois
|
$1.75M
|
+$913K
|
+18,847
|
+120%
|
|
|
813
|
Manhattan West Asset Management
Los Angeles,
California
|
$1.75M
|
-$4.35M
|
-89,866
|
-72%
|
|
|
814
|
Family Investment Center
Saint Joseph,
Missouri
|
$1.75M
|
-$446K
|
-9,210
|
-21%
|
|
|
815
|
WMS Partners
Towson,
Maryland
|
$1.74M
|
–
|
–
|
–
|
|
|
816
|
Callan Family Office
Radnor,
Pennsylvania
|
$1.74M
|
+$534K
|
+11,023
|
+47%
|
|
|
817
|
US Financial Advisors
Braintree,
Massachusetts
|
$1.73M
|
+$35.4K
|
+731
|
+2%
|
|
|
818
|
Squire Investment Management Company
Orem,
Utah
|
$1.73M
|
+$1.65M
|
+34,127
|
New
|
|
|
819
|
WESCAP Management Group
Glendale,
California
|
$1.72M
|
+$1.41K
|
+29
|
+0.1%
|
|
|
820
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$1.72M
|
–
|
–
|
–
|
|
|
821
|
Continuum Advisory
Eagle,
Idaho
|
$1.67M
|
+$10.6K
|
+219
|
+0.7%
|
|
|
822
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.67M
|
-$15.5K
|
-320
|
-1%
|
|
|
823
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$1.65M
|
+$1.58M
|
+32,704
|
New
|
|
|
824
|
FFG Retirement Advisors
Centennial,
Colorado
|
$1.65M
|
-$34.1K
|
-705
|
-2%
|
|
|
825
|
Ascent Group
Virginia Beach,
Virginia
|
$1.65M
|
-$2.57K
|
-53
|
-0.2%
|
|
