|
1301
|
Castleview Partners
Dallas,
Texas
|
$568K
|
+$565K
|
+2,770
|
New
|
|
|
1302
|
Conservest Capital Advisors
Wynnewood,
Pennsylvania
|
$566K
|
-$158K
|
-775
|
-22%
|
|
|
1303
|
Altium Wealth Management
Purchase,
New York
|
$566K
|
–
|
–
|
–
|
|
|
1304
|
CRA Financial Services
Northfield,
New Jersey
|
$566K
|
+$6.94K
|
+34
|
+1%
|
|
|
1305
|
Jackson Square Capital
San Francisco,
California
|
$560K
|
-$5.71K
|
-28
|
-1%
|
|
|
1306
|
Algert Global
San Francisco,
California
|
$559K
|
+$94.9K
|
+465
|
+21%
|
|
|
1307
|
Apriem Advisors
Irvine,
California
|
$557K
|
-$23.5K
|
-115
|
-4%
|
|
|
1308
|
|
$556K
|
+$20.2K
|
+99
|
+4%
|
|
|
1309
|
Lynch & Associates
Newburgh,
Indiana
|
$554K
|
–
|
–
|
–
|
|
|
1310
|
Berkeley Capital Partners
Milton,
Georgia
|
$550K
|
-$532K
|
-2,609
|
-49%
|
|
|
1311
|
Insight Wealth Strategies
San Ramon,
California
|
$549K
|
+$545K
|
+2,673
|
New
|
|
|
1312
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$546K
|
+$141K
|
+693
|
+35%
|
|
|
1313
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$544K
|
-$50K
|
-245
|
-8%
|
|
|
1314
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$543K
|
-$2.08M
|
-10,205
|
-79%
|
|
|
1315
|
Knightsbridge Asset Management
Newport Beach,
California
|
$543K
|
-$17.7K
|
-87
|
-3%
|
|
|
1316
|
LGL Partners
Philadelphia,
Pennsylvania
|
$541K
|
-$14.3K
|
-70
|
-3%
|
|
|
1317
|
SFG Wealth Management
Towson,
Maryland
|
$540K
|
-$28.6K
|
-140
|
-5%
|
|
|
1318
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$540K
|
-$1.43K
|
-7
|
-0.3%
|
|
|
1319
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$540K
|
+$82.8K
|
+406
|
+18%
|
|
|
1320
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$539K
|
-$55.9K
|
-274
|
-9%
|
|
|
1321
|
Kennicott Capital Management
Corte Madera,
California
|
$539K
|
–
|
–
|
–
|
|
|
1322
|
Rollins Financial
Atlanta,
Georgia
|
$537K
|
-$60.8K
|
-298
|
-10%
|
|
|
1323
|
REDW Wealth
Albuquerque,
New Mexico
|
$537K
|
+$81.6K
|
+400
|
+18%
|
|
|
1324
|
Shelton Capital Management
Denver,
Colorado
|
$536K
|
+$7.96K
|
+39
|
+2%
|
|
|
1325
|
St. Clair Advisors
Mayfield Hts,
Ohio
|
$536K
|
-$2.61M
|
-12,786
|
-83%
|
|
