|
376
|
Beacon Financial Planning
Hyannis,
Massachusetts
|
$14.1M
|
-$192K
|
-3,398
|
-1%
|
|
|
377
|
Argent Advisors
Monroe,
Louisiana
|
$14.1M
|
+$26.3K
|
+465
|
+0.2%
|
|
|
378
|
Angeles Investment Advisors
Santa Monica,
California
|
$14.1M
|
+$13.1M
|
+232,000
|
New
|
|
|
379
|
Platt Investment Counsel
Lake Mary,
Florida
|
$14.1M
|
-$32.7K
|
-578
|
-0.2%
|
|
|
380
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$13.9M
|
+$245K
|
+4,332
|
+2%
|
|
|
381
|
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
|
$13.9M
|
-$73.6K
|
-1,300
|
-0.6%
|
|
|
382
|
CIBC World Market
Toronto,
Ontario, Canada
|
$13.9M
|
+$1.11M
|
+19,680
|
+9%
|
|
|
383
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$13.9M
|
-$406K
|
-7,169
|
-3%
|
|
|
384
|
Freedom Investment Management
Hartford,
Connecticut
|
$13.8M
|
-$500K
|
-8,833
|
-4%
|
|
|
385
|
Burkett Financial Services
Rock Hill,
South Carolina
|
$13.8M
|
+$97.7K
|
+1,725
|
+0.8%
|
|
|
386
|
J.W. Burns & Co
Dewitt,
New York
|
$13.8M
|
+$1.07M
|
+18,854
|
+9%
|
|
|
387
|
Cantor Fitzgerald Investment Advisors
New York
|
$13.7M
|
-$500K
|
-8,829
|
-4%
|
|
|
388
|
Eley Financial Management
South Burlington,
Vermont
|
$13.7M
|
+$126K
|
+2,227
|
+1%
|
|
|
389
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.6M
|
-$1.12M
|
-19,770
|
-8%
|
|
|
390
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.6M
|
-$1.12M
|
-19,770
|
-8%
|
|
|
391
|
Clarity Wealth Advisors
San Jose,
California
|
$13.5M
|
+$361K
|
+6,375
|
+3%
|
|
|
392
|
Evernest Financial Advisors
Carmel,
Indiana
|
$13.5M
|
+$773K
|
+13,659
|
+6%
|
|
|
393
|
Ancora Advisors
Cleveland,
Ohio
|
$13.5M
|
+$271K
|
+4,788
|
+2%
|
|
|
394
|
Windsor Capital Management
Phoenix,
Arizona
|
$13.4M
|
+$177K
|
+3,125
|
+1%
|
|
|
395
|
Precedent Wealth Partners
Houston,
Texas
|
$13.4M
|
+$672K
|
+11,861
|
+6%
|
|
|
396
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$13.4M
|
-$661K
|
-11,678
|
-5%
|
|
|
397
|
Neumann Capital Management
Foster City,
California
|
$13.3M
|
+$194K
|
+3,430
|
+2%
|
|
|
398
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$13.1M
|
-$130K
|
-2,295
|
-1%
|
|
|
399
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$13.1M
|
-$214K
|
-3,784
|
-2%
|
|
|
400
|
Pegasus Partners
Mequon,
Wisconsin
|
$13.1M
|
-$1.23M
|
-21,733
|
-9%
|
|
