|
851
|
Curated Wealth Partners
El Segundo,
California
|
$1.67M
|
–
|
–
|
–
|
|
|
852
|
Security Benefit Life Insurance Company
Topeka,
Kansas
|
$1.66M
|
-$1.16M
|
-5,700
|
-41%
|
|
|
853
|
Central Trust Company
Jefferson City,
Missouri
|
$1.66M
|
-$93.8K
|
-460
|
-5%
|
|
|
854
|
Keystone Wealth Services
Palm Desert,
California
|
$1.66M
|
+$622K
|
+3,047
|
+60%
|
|
|
855
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$1.66M
|
+$29.6K
|
+145
|
+2%
|
|
|
856
|
Mather Group
Chicago,
Illinois
|
$1.66M
|
+$53K
|
+260
|
+3%
|
|
|
857
|
Summit Global Investments
Bountiful,
Utah
|
$1.64M
|
+$1.63M
|
+7,978
|
New
|
|
|
858
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.63M
|
-$168K
|
-825
|
-9%
|
|
|
859
|
ClientFirst Wealth Management
Little Rock,
Arkansas
|
$1.63M
|
–
|
–
|
–
|
|
|
860
|
Cambridge Trust
Cambridge,
Massachusetts
|
$1.63M
|
+$561K
|
+2,751
|
+53%
|
|
|
861
|
Collective Family Office
York,
Pennsylvania
|
$1.63M
|
–
|
–
|
–
|
|
|
862
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$1.62M
|
+$829K
|
+4,065
|
+106%
|
|
|
863
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.61M
|
+$174K
|
+853
|
+12%
|
|
|
864
|
Lockerman Financial Group
Newport Beach,
California
|
$1.6M
|
+$1.59M
|
+7,801
|
New
|
|
|
865
|
Occidental Asset Management
Burlingame,
California
|
$1.59M
|
+$149K
|
+730
|
+10%
|
|
|
866
|
Orca Investment Management
Roseburg,
Oregon
|
$1.59M
|
-$30.4K
|
-149
|
-2%
|
|
|
867
|
SCS Capital Management
Boston,
Massachusetts
|
$1.59M
|
+$1.17M
|
+5,740
|
+287%
|
|
|
868
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.59M
|
–
|
–
|
–
|
|
|
869
|
Snowden Capital Advisors
New York
|
$1.57M
|
+$799K
|
+3,917
|
+105%
|
|
|
870
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$1.57M
|
–
|
–
|
–
|
|
|
871
|
CJM Wealth Advisers
Falls Church,
Virginia
|
$1.56M
|
–
|
–
|
–
|
|
|
872
|
Meeder Asset Management
Dublin,
Ohio
|
$1.56M
|
-$11K
|
-54
|
-0.7%
|
|
|
873
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.55M
|
-$132K
|
-646
|
-8%
|
|
|
874
|
JSF Financial
Los Angeles,
California
|
$1.55M
|
-$14.5M
|
-71,287
|
-90%
|
|
|
875
|
Castellan Group
Louisville,
Kentucky
|
$1.55M
|
-$594K
|
-2,912
|
-28%
|
|
