|
1351
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$4.09M
|
-$1.75M
|
-3,220
|
-30%
|
|
|
1352
|
Blue Edge Capital
Richmond,
Virginia
|
$4.08M
|
+$7.62K
|
+14
|
+0.2%
|
|
|
1353
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$4.08M
|
-$299K
|
-550
|
-7%
|
|
|
1354
|
Univest Financial
Souderton,
Pennsylvania
|
$4.08M
|
+$1.88M
|
+3,452
|
+87%
|
|
|
1355
|
Arax Advisory Partners
Denver,
Colorado
|
$4.07M
|
-$629K
|
-1,155
|
-13%
|
|
|
1356
|
Portfolio Design Labs
Encino,
California
|
$4.06M
|
-$1.6M
|
-2,934
|
-28%
|
|
|
1357
|
Fairfield Financial Advisors
Wellesley,
Massachusetts
|
$4.05M
|
-$12.5K
|
-23
|
-0.3%
|
|
|
1358
|
Cohen Capital Management
Corte Madera,
California
|
$4.04M
|
–
|
–
|
–
|
|
|
1359
|
Forge First Asset Management
Toronto, Ontario,
Canada
|
$4M
|
–
|
–
|
–
|
|
|
1360
|
WealthPLAN Partners
Omaha,
Nebraska
|
$3.96M
|
-$133K
|
-245
|
-3%
|
|
|
1361
|
Klingman & Associates
New York
|
$3.95M
|
-$12K
|
-22
|
-0.3%
|
|
|
1362
|
Papamarkou Wellner Asset Management
New York
|
$3.95M
|
-$97.4K
|
-179
|
-2%
|
|
|
1363
|
Transcend Capital Advisors
Madison,
New Jersey
|
$3.94M
|
+$611K
|
+1,122
|
+18%
|
|
|
1364
|
United Bank (Georgia)
Zebulon,
Georgia
|
$3.93M
|
+$246K
|
+451
|
+7%
|
|
|
1365
|
Independent Financial Group
San Diego,
California
|
$3.92M
|
+$261K
|
+480
|
+7%
|
|
|
1366
|
Prospect Hill Management
Short Hills,
New Jersey
|
$3.92M
|
–
|
–
|
–
|
|
|
1367
|
Circle Wealth Management
Summit,
New Jersey
|
$3.92M
|
-$11.4K
|
-21
|
-0.3%
|
|
|
1368
|
Savvy Advisors Inc
New York
|
$3.91M
|
+$661K
|
+1,214
|
+20%
|
|
|
1369
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$3.91M
|
+$1.43M
|
+2,630
|
+58%
|
|
|
1370
|
LVW Advisors
Pittsford,
New York
|
$3.91M
|
+$108K
|
+199
|
+3%
|
|
|
1371
|
Katamaran Capital
London,
United Kingdom
|
$3.9M
|
+$2.36M
|
+4,338
|
+156%
|
|
|
1372
|
Orleans Capital Management
Mandeville,
Louisiana
|
$3.89M
|
+$31K
|
+57
|
+0.8%
|
|
|
1373
|
Harold Davidson & Associates
Los Angeles,
California
|
$3.88M
|
-$26.7K
|
-49
|
-0.7%
|
|
|
1374
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$3.87M
|
-$367K
|
-675
|
-9%
|
|
|
1375
|
Spinnaker Trust
Portland,
Maine
|
$3.87M
|
+$114K
|
+210
|
+3%
|
|
