|
601
|
Summit Financial Strategies
Columbus,
Ohio
|
$1.62M
|
–
|
–
|
–
|
|
|
602
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.62M
|
+$26.3K
|
+170
|
+2%
|
|
|
603
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.62M
|
-$179K
|
-1,160
|
-11%
|
|
|
604
|
Curi RMB Capital
Chicago,
Illinois
|
$1.62M
|
+$528K
|
+3,422
|
+54%
|
|
|
605
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$1.62M
|
+$1.51M
|
+9,809
|
New
|
|
|
606
|
Element Pointe Advisors
Miami,
Florida
|
$1.61M
|
–
|
–
|
–
|
|
|
607
|
Pinnacle Associates
New York
|
$1.6M
|
-$41.1K
|
-266
|
-3%
|
|
|
608
|
Fiduciary Trust
Boston,
Massachusetts
|
$1.6M
|
-$186K
|
-1,207
|
-11%
|
|
|
609
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$1.59M
|
-$15.4K
|
-100
|
-1%
|
|
|
610
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.57M
|
–
|
–
|
–
|
|
|
611
|
Brookstone Capital Management
Wheaton,
Illinois
|
$1.57M
|
-$65K
|
-421
|
-4%
|
|
|
612
|
Beacon Financial Group
Dallas,
Texas
|
$1.57M
|
+$390K
|
+2,526
|
+36%
|
|
|
613
|
Private Trust Company
Cleveland,
Ohio
|
$1.56M
|
+$131K
|
+847
|
+10%
|
|
|
614
|
Adero Partners
Pleasanton,
California
|
$1.55M
|
+$19.8K
|
+128
|
+1%
|
|
|
615
|
Sapient Capital
Indianapolis,
Indiana
|
$1.55M
|
+$1.45M
|
+9,392
|
New
|
|
|
616
|
Benedict Financial Advisors
Atlanta,
Georgia
|
$1.54M
|
+$1.39K
|
+9
|
+0.1%
|
|
|
617
|
Wedbush Securities
Los Angeles,
California
|
$1.54M
|
-$40K
|
-259
|
-3%
|
|
|
618
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.54M
|
-$189K
|
-1,225
|
-12%
|
|
|
619
|
Red Lighthouse Investment Management
New York
|
$1.53M
|
–
|
–
|
–
|
|
|
620
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$1.53M
|
-$9.73K
|
-63
|
-0.7%
|
|
|
621
|
AssetMark Inc
Concord,
California
|
$1.52M
|
-$861K
|
-5,573
|
-38%
|
|
|
622
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1.52M
|
-$4.63K
|
-30
|
-0.3%
|
|
|
623
|
Pure Financial Advisors
San Diego,
California
|
$1.52M
|
+$71.8K
|
+465
|
+5%
|
|
|
624
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.51M
|
+$192K
|
+1,244
|
+16%
|
|
|
625
|
Clifford Group
Wayland,
Massachusetts
|
$1.51M
|
-$67.6K
|
-438
|
-5%
|
|
