|
451
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.65M
|
-$1.28M
|
-6,975
|
-45%
|
|
|
452
|
Journey Strategic Wealth
Summit,
New Jersey
|
$1.65M
|
-$141K
|
-772
|
-8%
|
|
|
453
|
Redwood Investment Management
Scottsdale,
Arizona
|
$1.65M
|
+$127K
|
+692
|
+9%
|
|
|
454
|
Private Trust Company
Cleveland,
Ohio
|
$1.64M
|
-$208K
|
-1,136
|
-12%
|
|
|
455
|
Franklin Resources
San Mateo,
California
|
$1.63M
|
+$110K
|
+600
|
+8%
|
|
|
456
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$1.62M
|
+$174K
|
+952
|
+13%
|
|
|
457
|
Freestone Capital Holdings
Seattle,
Washington
|
$1.62M
|
-$589K
|
-3,222
|
-28%
|
|
|
458
|
Nikulski Financial
Bettendorf,
Iowa
|
$1.61M
|
-$67.1K
|
-367
|
-4%
|
|
|
459
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.6M
|
+$22.5K
|
+123
|
+2%
|
|
|
460
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.58M
|
-$949K
|
-5,185
|
-39%
|
|
|
461
|
Bawa N Mallick Trust
Forest Hills,
New York
|
$1.57M
|
–
|
–
|
–
|
|
|
462
|
SPC Financial Inc
Rockville,
Maryland
|
$1.57M
|
-$40.1K
|
-219
|
-3%
|
|
|
463
|
QRG Capital Management
Chicago,
Illinois
|
$1.56M
|
+$769K
|
+4,201
|
+111%
|
|
|
464
|
Venturi Wealth Management
Austin,
Texas
|
$1.51M
|
+$90.2K
|
+493
|
+7%
|
|
|
465
|
World Investment Advisors
Santa Barbara,
California
|
$1.5M
|
-$568K
|
-3,107
|
-29%
|
|
|
466
|
Wedbush Securities
Los Angeles,
California
|
$1.5M
|
-$735K
|
-4,019
|
-34%
|
|
|
467
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.47M
|
-$17.7K
|
-97
|
-1%
|
|
|
468
|
Alterna Wealth Management
Houston,
Texas
|
$1.44M
|
-$307K
|
-1,677
|
-19%
|
|
|
469
|
Rossby Financial
Melbourne,
Florida
|
$1.44M
|
+$6.95K
|
+38
|
+0.5%
|
|
|
470
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.42M
|
-$1.75M
|
-9,570
|
-57%
|
|
|
471
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$1.42M
|
+$101K
|
+550
|
+8%
|
|
|
472
|
Kaydan Wealth Management
Fenton,
Michigan
|
$1.41M
|
–
|
–
|
–
|
|
|
473
|
Aprio Wealth Management
Atlanta,
Georgia
|
$1.41M
|
-$6.59K
|
-36
|
-0.5%
|
|
|
474
|
Copperleaf Capital
Raleigh,
North Carolina
|
$1.39M
|
-$808K
|
-4,417
|
-38%
|
|
|
475
|
Lee Johnson Capital Management
Fort Worth,
Texas
|
$1.38M
|
+$1.29M
|
+7,059
|
New
|
|
