|
326
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$2.43M
|
-$151K
|
-972
|
-5%
|
|
|
327
|
Montis Financial
Waltham,
Massachusetts
|
$2.42M
|
+$77.9K
|
+500
|
+3%
|
|
|
328
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$2.42M
|
+$174K
|
+1,116
|
+7%
|
|
|
329
|
M1 Capital Management
Bloomfield Hills,
Michigan
|
$2.4M
|
-$134K
|
-863
|
-5%
|
|
|
330
|
Synergy Investment Management
Altamonte Springs,
Florida
|
$2.4M
|
+$620K
|
+3,981
|
+30%
|
|
|
331
|
First United Bank & Trust
Oakland,
Maryland
|
$2.37M
|
-$92.7K
|
-595
|
-3%
|
|
|
332
|
W Advisors LLC
Germantown,
Tennessee
|
$2.37M
|
+$138K
|
+884
|
+6%
|
|
|
333
|
Tempus Wealth Planning
Irvine,
California
|
$2.36M
|
+$61.5K
|
+395
|
+2%
|
|
|
334
|
Strategic Equity Management
Tucson,
Arizona
|
$2.36M
|
+$175K
|
+1,124
|
+7%
|
|
|
335
|
EP Wealth Advisors
Torrance,
California
|
$2.35M
|
-$152K
|
-975
|
-6%
|
|
|
336
|
Terra Nova Asset Management
New York
|
$2.33M
|
+$4.98K
|
+32
|
+0.2%
|
|
|
337
|
HB Wealth Management
Atlanta,
Georgia
|
$2.32M
|
+$270K
|
+1,735
|
+12%
|
|
|
338
|
Promethium Advisors
Bethesda,
Maryland
|
$2.32M
|
-$52.2K
|
-335
|
-2%
|
|
|
339
|
Lane & Associates
Moorestown,
New Jersey
|
$2.32M
|
+$79.9K
|
+513
|
+3%
|
|
|
340
|
VestGen Advisors
Inverness,
Illinois
|
$2.32M
|
+$2.57M
|
+16,495
|
New
|
|
|
341
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$2.31M
|
–
|
–
|
–
|
|
|
342
|
Citadel Advisors
Miami,
Florida
|
$2.3M
|
-$2.8M
|
-17,946
|
-52%
|
|
|
343
|
Waverly Advisors
Birmingham,
Alabama
|
$2.28M
|
+$391K
|
+2,507
|
+18%
|
|
|
344
|
Lakeshore Capital Group
Rolling Meadows,
Illinois
|
$2.28M
|
+$2.53M
|
+16,241
|
New
|
|
|
345
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$2.28M
|
–
|
–
|
–
|
|
|
346
|
Glenview Trust
Louisville,
Kentucky
|
$2.28M
|
-$1.31M
|
-8,410
|
-34%
|
|
|
347
|
KKM Financial
Chicago,
Illinois
|
$2.28M
|
-$412K
|
-2,646
|
-14%
|
|
|
348
|
CPR Investments
Rochester,
Michigan
|
$2.26M
|
+$312K
|
+2,005
|
+14%
|
|
|
349
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$2.24M
|
-$9.97M
|
-64,027
|
-80%
|
|
|
350
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$2.23M
|
+$143K
|
+915
|
+6%
|
|
