|
526
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$666K
|
-$350K
|
-6,973
|
-35%
|
|
|
527
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$664K
|
+$25.5K
|
+507
|
+4%
|
|
|
528
|
Meridian Wealth Management
Lexington,
Kentucky
|
$654K
|
+$340K
|
+6,770
|
+110%
|
|
|
529
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$652K
|
-$443K
|
-8,832
|
-41%
|
|
|
530
|
Independent Financial Group
San Diego,
California
|
$642K
|
-$30.8K
|
-613
|
-5%
|
|
|
531
|
EP Wealth Advisors
Torrance,
California
|
$633K
|
-$91.2M
|
-1,816,349
|
-100%
|
|
|
532
|
Fisher Asset Management
Camas,
Washington
|
$630K
|
-$256K
|
-5,106
|
-29%
|
|
|
533
|
American Financial Advisors
Marietta,
Georgia
|
$628K
|
-$39.1K
|
-779
|
-6%
|
|
|
534
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$627K
|
+$68.9K
|
+1,372
|
+12%
|
|
|
535
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$618K
|
+$7.28K
|
+145
|
+1%
|
|
|
536
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$618K
|
+$144K
|
+2,874
|
+31%
|
|
|
537
|
First Personal Financial Services
Charlotte,
North Carolina
|
$615K
|
+$146K
|
+2,900
|
+31%
|
|
|
538
|
Seed Wealth Management
Evanston,
Illinois
|
$613K
|
-$89.4K
|
-1,780
|
-13%
|
|
|
539
|
OTA Financial Group
Purchase,
New York
|
$612K
|
+$608K
|
+12,110
|
New
|
|
|
540
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$607K
|
-$592K
|
-11,800
|
-50%
|
|
|
541
|
Canton Hathaway
Providence,
Rhode Island
|
$606K
|
–
|
–
|
–
|
|
|
542
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$603K
|
+$39.7K
|
+790
|
+7%
|
|
|
543
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$601K
|
-$15.5K
|
-308
|
-3%
|
|
|
544
|
Checchi Capital Advisers
Beverly Hills,
California
|
$597K
|
-$389K
|
-7,743
|
-40%
|
|
|
545
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$597K
|
+$146K
|
+2,901
|
+33%
|
|
|
546
|
Geneos Wealth Management
Englewood,
Colorado
|
$593K
|
-$28.5K
|
-568
|
-5%
|
|
|
547
|
Rede Wealth
Charlottesville,
Virginia
|
$590K
|
+$4.27K
|
+85
|
+0.7%
|
|
|
548
|
Howard Wealth Management
Madison,
Connecticut
|
$586K
|
-$77.4K
|
-1,541
|
-12%
|
|
|
549
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$584K
|
-$45.5K
|
-907
|
-7%
|
|
|
550
|
One Plus One Wealth Management
Jupiter,
Florida
|
$581K
|
+$233K
|
+4,645
|
+68%
|
|
