|
601
|
EPIQ Capital Group
San Francisco,
California
|
$814K
|
+$330K
|
+3,036
|
+68%
|
|
|
602
|
Strategic Blueprint
Atlanta,
Georgia
|
$810K
|
-$116K
|
-1,066
|
-13%
|
|
|
603
|
Greytown Advisors
Miami,
Florida
|
$773K
|
–
|
–
|
–
|
|
|
604
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$767K
|
+$765K
|
+7,041
|
New
|
|
|
605
|
Heritage Trust
Oklahoma City,
Oklahoma
|
$765K
|
+$978
|
+9
|
+0.1%
|
|
|
606
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$762K
|
-$34.9K
|
-321
|
-4%
|
|
|
607
|
City State Bank
Norwalk,
Iowa
|
$753K
|
+$109K
|
+1,000
|
+17%
|
|
|
608
|
Berger Financial Group
Plymouth,
Minnesota
|
$753K
|
-$225K
|
-2,068
|
-23%
|
|
|
609
|
Copperleaf Capital
Raleigh,
North Carolina
|
$752K
|
-$276K
|
-2,540
|
-27%
|
|
|
610
|
PineBridge Investments
New York
|
$751K
|
+$200K
|
+1,837
|
+36%
|
|
|
611
|
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
|
$744K
|
–
|
–
|
–
|
|
|
612
|
Arrien Investments
Boise,
Idaho
|
$743K
|
+$742K
|
+6,826
|
New
|
|
|
613
|
Mount Lucas Management
Newtown,
Pennsylvania
|
$734K
|
+$201K
|
+1,846
|
+38%
|
|
|
614
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$733K
|
+$4.13K
|
+38
|
+0.6%
|
|
|
615
|
Rockingstone Advisors
Great Barrington,
Massachusetts
|
$730K
|
-$18.5K
|
-170
|
-2%
|
|
|
616
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$727K
|
+$48.9K
|
+450
|
+7%
|
|
|
617
|
Cypress Wealth Services
Palm Desert,
California
|
$726K
|
-$1.22M
|
-11,266
|
-63%
|
|
|
618
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$725K
|
-$134K
|
-1,235
|
-16%
|
|
|
619
|
Centurion Wealth Management
Mclean,
Virginia
|
$721K
|
-$1.38M
|
-12,680
|
-66%
|
|
|
620
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$713K
|
-$4.01M
|
-36,878
|
-85%
|
|
|
621
|
TFB Advisors
Overland Park,
Kansas
|
$705K
|
-$1.12M
|
-10,312
|
-61%
|
|
|
622
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$702K
|
+$76.3K
|
+702
|
+12%
|
|
|
623
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$698K
|
-$92.7K
|
-853
|
-12%
|
|
|
624
|
Modern Wealth Management
Lenexa,
Kansas
|
$697K
|
+$253K
|
+2,331
|
+57%
|
|
|
625
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$694K
|
+$54.5K
|
+502
|
+9%
|
|
