|
801
|
SageView Advisory Group
Newport Beach,
California
|
$29.2M
|
-$714K
|
-1,108
|
-2%
|
|
|
802
|
Catalyst Private Wealth
San Mateo,
California
|
$29.2M
|
-$891K
|
-1,384
|
-3%
|
|
|
803
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$29.2M
|
-$486K
|
-754
|
-2%
|
|
|
804
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$29.2M
|
-$1.43M
|
-2,224
|
-5%
|
|
|
805
|
Aspen Grove Capital
Avon,
Colorado
|
$28.8M
|
+$81.2K
|
+126
|
+0.3%
|
|
|
806
|
Diversify Advisory Services
Sandy,
Utah
|
$28.8M
|
+$5.04M
|
+7,832
|
+23%
|
|
|
807
|
CacheTech Inc
Logan,
Utah
|
$28.7M
|
-$3.88M
|
-6,030
|
-12%
|
|
|
808
|
Drive Wealth Management
Lehi,
Utah
|
$28.6M
|
-$2.31M
|
-3,589
|
-8%
|
|
|
809
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$28.6M
|
-$131K
|
-203
|
-0.5%
|
|
|
810
|
Cadinha & Co
Honolulu,
Hawaii
|
$28.5M
|
+$30.9K
|
+48
|
+0.1%
|
|
|
811
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$28.4M
|
-$506K
|
-785
|
-2%
|
|
|
812
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$28.4M
|
-$378K
|
-587
|
-1%
|
|
|
813
|
Advus Financial Partners, LLC
Winter Park,
Florida
|
$28.4M
|
-$4.46M
|
-6,918
|
-14%
|
|
|
814
|
Vise Technologies
New York
|
$28.3M
|
-$10.3M
|
-16,051
|
-27%
|
|
|
815
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$28.3M
|
-$17M
|
-26,433
|
-38%
|
|
|
816
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$28.3M
|
–
|
–
|
–
|
|
|
817
|
Diversified Trust
Memphis,
Tennessee
|
$28.2M
|
-$3.92M
|
-6,085
|
-13%
|
|
|
818
|
Lantz Financial
Naperville,
Illinois
|
$28.2M
|
+$463K
|
+719
|
+2%
|
|
|
819
|
Cypress Wealth Services
Palm Desert,
California
|
$28.2M
|
-$631K
|
-979
|
-2%
|
|
|
820
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$28.2M
|
+$1.31M
|
+2,034
|
+5%
|
|
|
821
|
Adams Wealth Management
Logan,
Utah
|
$28M
|
-$4.01M
|
-6,219
|
-13%
|
|
|
822
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$28M
|
-$25.8K
|
-40
|
-0.1%
|
|
|
823
|
One Capital Management
Westlake Village,
California
|
$28M
|
+$785K
|
+1,219
|
+3%
|
|
|
824
|
JMG Financial Group
Downers Grove,
Illinois
|
$27.9M
|
+$403K
|
+626
|
+2%
|
|
|
825
|
PAX Financial Group
San Antonio,
Texas
|
$27.8M
|
+$2.46M
|
+3,815
|
+10%
|
|
