|
626
|
TriaGen Wealth Management
Calabasas,
California
|
$1.24M
|
-$41.4K
|
-820
|
-3%
|
|
|
627
|
Venturi Wealth Management
Austin,
Texas
|
$1.23M
|
-$82.3K
|
-1,630
|
-6%
|
|
|
628
|
Aspen Wealth Strategies
Arvada,
Colorado
|
$1.22M
|
-$139K
|
-2,753
|
-10%
|
|
|
629
|
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
|
$1.22M
|
–
|
–
|
–
|
|
|
630
|
McBroom & Associates
Las Vegas,
Nevada
|
$1.21M
|
+$962K
|
+19,055
|
+376%
|
|
|
631
|
Parsons Capital Management
Providence,
Rhode Island
|
$1.21M
|
+$375K
|
+7,434
|
+45%
|
|
|
632
|
LifeWealth Investments
Winter Garden,
Florida
|
$1.21M
|
+$1.21M
|
+23,932
|
New
|
|
|
633
|
Smart Portfolios LLC
Seattle,
Washington
|
$1.2M
|
+$21.2K
|
+420
|
+2%
|
|
|
634
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$1.2M
|
-$38.3K
|
-759
|
-3%
|
|
|
635
|
Diversify Advisory Services
Sandy,
Utah
|
$1.19M
|
-$98.3K
|
-1,946
|
-8%
|
|
|
636
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.19M
|
-$315K
|
-6,228
|
-21%
|
|
|
637
|
RFP Financial Group
Atlanta,
Georgia
|
$1.19M
|
+$1.18M
|
+23,458
|
New
|
|
|
638
|
Park Avenue Securities
New York
|
$1.17M
|
+$129K
|
+2,554
|
+12%
|
|
|
639
|
Congress Wealth Management
Boston,
Massachusetts
|
$1.16M
|
+$91.6K
|
+1,814
|
+9%
|
|
|
640
|
WealthTrak Capital Management
Virginia Beach,
Virginia
|
$1.14M
|
+$1.15M
|
+22,698
|
New
|
|
|
641
|
Intrepid Family Office
Sarasota,
Florida
|
$1.13M
|
+$1.14M
|
+22,500
|
New
|
|
|
642
|
Mosaic Financial Group
Chicago,
Illinois
|
$1.13M
|
+$100K
|
+1,988
|
+10%
|
|
|
643
|
Nelson Capital Management
Menlo Park,
California
|
$1.12M
|
-$149K
|
-2,949
|
-12%
|
|
|
644
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.12M
|
-$25.8K
|
-510
|
-2%
|
|
|
645
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$1.12M
|
+$511K
|
+10,123
|
+84%
|
|
|
646
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.12M
|
-$3.96M
|
-78,494
|
-78%
|
|
|
647
|
Graypoint LLC
Albany,
New York
|
$1.1M
|
-$455K
|
-9,000
|
-29%
|
|
|
648
|
Siligmueller & Norvid Wealth Advisors
Glen Ellyn,
Illinois
|
$1.1M
|
+$1.1M
|
+21,743
|
New
|
|
|
649
|
CGN Advisors
Manhattan,
Kansas
|
$1.09M
|
+$15.3K
|
+303
|
+1%
|
|
|
650
|
Seamount Financial Group
Colorado Springs,
Colorado
|
$1.09M
|
+$20.7K
|
+410
|
+2%
|
|
