|
451
|
Penobscot Investment Management
Boston,
Massachusetts
|
$1.84M
|
+$68.5K
|
+520
|
+4%
|
|
|
452
|
Clear Harbor Asset Management
Stamford,
Connecticut
|
$1.84M
|
+$120K
|
+913
|
+7%
|
|
|
453
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$1.83M
|
–
|
–
|
–
|
|
|
454
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$1.82M
|
-$116K
|
-878
|
-6%
|
|
|
455
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$1.8M
|
+$175K
|
+1,331
|
+11%
|
|
|
456
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$1.8M
|
+$1.23M
|
+9,343
|
+248%
|
|
|
457
|
Janus Henderson Group
London,
|
$1.78M
|
+$837K
|
+6,351
|
+92%
|
|
|
458
|
Professional Planning
Thousand Oaks,
California
|
$1.76M
|
-$83.7K
|
-635
|
-5%
|
|
|
459
|
Occidental Asset Management
Burlingame,
California
|
$1.76M
|
+$386K
|
+2,926
|
+29%
|
|
|
460
|
Minot Wealth Management
Westwood,
Massachusetts
|
$1.75M
|
-$604K
|
-4,580
|
-26%
|
|
|
461
|
Nationwide Asset Management
Columbus,
Ohio
|
$1.75M
|
+$364K
|
+2,760
|
+27%
|
|
|
462
|
Capital Square
Chattanooga,
Tennessee
|
$1.75M
|
+$1.7M
|
+12,909
|
New
|
|
|
463
|
International Assets Investment Management
Orlando,
Florida
|
$1.75M
|
-$3.06M
|
-23,199
|
-64%
|
|
|
464
|
Ballast Inc
Lexington,
Kentucky
|
$1.71M
|
+$192K
|
+1,459
|
+13%
|
|
|
465
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.7M
|
+$654K
|
+4,965
|
+64%
|
|
|
466
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.69M
|
+$161K
|
+1,222
|
+11%
|
|
|
467
|
Castle Rock Wealth Management
Walnut Creek,
California
|
$1.69M
|
-$1.28M
|
-9,717
|
-44%
|
|
|
468
|
Neumann Capital Management
Foster City,
California
|
$1.69M
|
-$43.9K
|
-333
|
-3%
|
|
|
469
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$1.68M
|
+$215K
|
+1,630
|
+15%
|
|
|
470
|
Regal Wealth Group
Seal Beach,
California
|
$1.67M
|
-$9.26M
|
-70,214
|
-85%
|
|
|
471
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.66M
|
+$101K
|
+765
|
+7%
|
|
|
472
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.65M
|
+$75.4K
|
+572
|
+5%
|
|
|
473
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$1.63M
|
-$276K
|
-2,092
|
-15%
|
|
|
474
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.62M
|
-$967K
|
-7,336
|
-38%
|
|
|
475
|
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
$1.61M
|
+$1.58M
|
+12,007
|
New
|
|
