|
1051
|
BetterWealth
San Jose,
California
|
$234K
|
+$245K
|
+5,110
|
New
|
|
|
1052
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$233K
|
-$103K
|
-2,140
|
-30%
|
|
|
1053
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$232K
|
-$411K
|
-8,560
|
-63%
|
|
|
1054
|
LJI Wealth Management
Indianapolis,
Indiana
|
$231K
|
-$31.1M
|
-648,550
|
-99%
|
|
|
1055
|
Park Place Capital
Homewood,
Alabama
|
$230K
|
–
|
–
|
–
|
|
|
1056
|
Equitable Trust
Nashville,
Tennessee
|
$230K
|
+$23.5K
|
+490
|
+11%
|
|
|
1057
|
Journey Advisory Group
Covington,
Kentucky
|
$230K
|
+$10.1K
|
+210
|
+4%
|
|
|
1058
|
Court Place Advisors
Ellicott City,
Maryland
|
$229K
|
–
|
–
|
–
|
|
|
1059
|
Lewis Capital Management
Beverly Hills,
California
|
$229K
|
–
|
–
|
–
|
|
|
1060
|
Echo Street Capital Management
New York
|
$227K
|
+$6.71K
|
+140
|
+3%
|
|
|
1061
|
TruWealth Advisors
Metairie,
Louisiana
|
$227K
|
–
|
–
|
–
|
|
|
1062
|
Journey Strategic Wealth
Summit,
New Jersey
|
$227K
|
-$67.1K
|
-1,400
|
-22%
|
|
|
1063
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$225K
|
+$4.8K
|
+100
|
+2%
|
|
|
1064
|
Provence Wealth Management Group
Irvine,
California
|
$225K
|
+$235K
|
+4,900
|
New
|
|
|
1065
|
AGF Management
Toronto,
Ontario, Canada
|
$224K
|
+$235K
|
+4,890
|
New
|
|
|
1066
|
Coastal Bridge Advisors
Westport,
Connecticut
|
$223K
|
–
|
–
|
–
|
|
|
1067
|
Drive Wealth Management
Lehi,
Utah
|
$223K
|
+$22.5K
|
+470
|
+11%
|
|
|
1068
|
Fort LP
Chevy Chase,
Maryland
|
$222K
|
+$233K
|
+4,850
|
New
|
|
|
1069
|
Concord Wealth Partners
Abingdon,
Virginia
|
$222K
|
-$4.8K
|
-100
|
-2%
|
|
|
1070
|
|
$222K
|
-$201K
|
-4,200
|
-46%
|
|
|
1071
|
Independent Financial Group
San Diego,
California
|
$221K
|
-$59.5K
|
-1,240
|
-20%
|
|
|
1072
|
Leavell Investment Management
Mobile,
Alabama
|
$221K
|
+$25.4K
|
+530
|
+12%
|
|
|
1073
|
Centurion Wealth Management
Mclean,
Virginia
|
$221K
|
+$231K
|
+4,820
|
New
|
|
|
1074
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$220K
|
+$230K
|
+4,800
|
New
|
|
|
1075
|
Wescott Financial Advisory Group
Philadelphia,
Pennsylvania
|
$219K
|
–
|
–
|
–
|
|
