|
551
|
Presidio Capital Management
San Diego,
California
|
$832K
|
+$156K
|
+809
|
+21%
|
|
|
552
|
Mission Wealth Management
Santa Barbara,
California
|
$831K
|
–
|
–
|
–
|
|
|
553
|
Adapt Wealth Advisors
Atlanta,
Georgia
|
$829K
|
+$4.25K
|
+22
|
+0.5%
|
|
|
554
|
Mainstream Capital Management
Los Angeles,
California
|
$823K
|
-$3.67K
|
-19
|
-0.4%
|
|
|
555
|
Westmount Partners
Los Angeles,
California
|
$822K
|
+$875K
|
+4,530
|
New
|
|
|
556
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$821K
|
-$250K
|
-1,294
|
-21%
|
|
|
557
|
Occidental Asset Management
Burlingame,
California
|
$818K
|
-$27.1K
|
-140
|
-3%
|
|
|
558
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$815K
|
+$157K
|
+813
|
+22%
|
|
|
559
|
Summit Financial
Parsippany,
New Jersey
|
$809K
|
-$1.61M
|
-8,344
|
-65%
|
|
|
560
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$804K
|
+$856K
|
+4,429
|
New
|
|
|
561
|
CrossGen Wealth
Greenville,
North Carolina
|
$802K
|
+$2.51K
|
+13
|
+0.3%
|
|
|
562
|
Sequoia Financial Advisors
Akron,
Ohio
|
$801K
|
-$14.9K
|
-77
|
-2%
|
|
|
563
|
Affiance Financial
St. Louis Park,
Minnesota
|
$798K
|
–
|
–
|
–
|
|
|
564
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$795K
|
+$151K
|
+781
|
+22%
|
|
|
565
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$788K
|
-$627K
|
-3,246
|
-43%
|
|
|
566
|
Cooper Financial Group
Irvine,
California
|
$784K
|
-$356K
|
-1,840
|
-30%
|
|
|
567
|
Financial Engines Advisors
Santa Clara,
California
|
$782K
|
-$1.93K
|
-10
|
-0.2%
|
|
|
568
|
Warner Financial
Bethesda,
Maryland
|
$782K
|
–
|
–
|
–
|
|
|
569
|
WT Wealth Management
Scottsdale,
Arizona
|
$779K
|
+$33.4K
|
+173
|
+4%
|
|
|
570
|
Spinnaker Trust
Portland,
Maine
|
$778K
|
–
|
–
|
–
|
|
|
571
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$771K
|
-$23.2K
|
-120
|
-3%
|
|
|
572
|
Signet Private Wealth
Chicago,
Illinois
|
$767K
|
-$34.4K
|
-178
|
-4%
|
|
|
573
|
Asset Dedication LLC
San Francisco,
California
|
$760K
|
+$12.9K
|
+67
|
+2%
|
|
|
574
|
Qube Research & Technologies (QRT)
London,
United Kingdom
|
$755K
|
+$194K
|
+1,002
|
+32%
|
|
|
575
|
Root Financial Partners
Encinitas,
California
|
$755K
|
+$1.74K
|
+9
|
+0.2%
|
|
