|
601
|
Wealth Effects
Boston,
Massachusetts
|
$1.79M
|
+$280K
|
+4,922
|
+19%
|
|
|
602
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.79M
|
-$26.3K
|
-463
|
-1%
|
|
|
603
|
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
|
$1.79M
|
+$48.4K
|
+853
|
+3%
|
|
|
604
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.77M
|
-$59.3K
|
-1,044
|
-3%
|
|
|
605
|
|
$1.77M
|
-$804K
|
-14,155
|
-31%
|
|
|
606
|
Founders Financial Securities
Towson,
Maryland
|
$1.76M
|
+$93.5K
|
+1,647
|
+6%
|
|
|
607
|
Hancock Whitney
Gulfport,
Mississippi
|
$1.75M
|
-$43.6K
|
-768
|
-2%
|
|
|
608
|
Diversify Advisory Services
Sandy,
Utah
|
$1.74M
|
+$282K
|
+4,961
|
+19%
|
|
|
609
|
Smith, Moore & Co
Clayton,
Missouri
|
$1.74M
|
-$2.26M
|
-39,718
|
-57%
|
|
|
610
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
611
|
Optima Capital
Beaverton,
Oregon
|
$1.73M
|
-$477K
|
-8,391
|
-22%
|
|
|
612
|
Hourglass Capital
Houston,
Texas
|
$1.72M
|
-$681K
|
-12,000
|
-28%
|
|
|
613
|
Security National Bank of So Dak
Sioux City,
Iowa
|
$1.71M
|
–
|
–
|
–
|
|
|
614
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.71M
|
-$64.7K
|
-1,139
|
-4%
|
|
|
615
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.68M
|
-$178K
|
-3,128
|
-10%
|
|
|
616
|
|
$1.68M
|
-$17K
|
-300
|
-1%
|
|
|
617
|
Mainstream Capital Management
Los Angeles,
California
|
$1.68M
|
-$304K
|
-5,348
|
-15%
|
|
|
618
|
J. Safra Asset Management
New York
|
$1.67M
|
+$828K
|
+14,578
|
+100%
|
|
|
619
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.66M
|
+$72.3K
|
+1,273
|
+5%
|
|
|
620
|
Intrua Financial
Houston,
Texas
|
$1.65M
|
-$2.12M
|
-37,335
|
-56%
|
|
|
621
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.65M
|
-$392K
|
-6,897
|
-19%
|
|
|
622
|
Post Resch Tallon Group
Pittsford,
New York
|
$1.64M
|
+$2.44K
|
+43
|
+0.1%
|
|
|
623
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.64M
|
+$57.4K
|
+1,010
|
+4%
|
|
|
624
|
Park Edge Advisors
Cleveland,
Ohio
|
$1.62M
|
+$91.4K
|
+1,609
|
+6%
|
|
|
625
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.62M
|
+$127K
|
+2,229
|
+9%
|
|
