|
551
|
Circle Wealth Management
Summit,
New Jersey
|
$408K
|
+$105K
|
+237
|
+31%
|
|
|
552
|
Penn Capital Management
Philadelphia,
Pennsylvania
|
$407K
|
-$14.6K
|
-33
|
-3%
|
|
|
553
|
|
$407K
|
+$45.1K
|
+102
|
+11%
|
|
|
554
|
Kingfisher Capital
Charlotte,
North Carolina
|
$407K
|
+$884
|
+2
|
+0.2%
|
|
|
555
|
MGO One Seven
Beachwood,
Ohio
|
$401K
|
-$8.4K
|
-19
|
-2%
|
|
|
556
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$401K
|
–
|
–
|
–
|
|
|
557
|
MainStreet Investment Advisors
Chicago,
Illinois
|
$399K
|
-$884
|
-2
|
-0.2%
|
|
|
558
|
EP Wealth Advisors
Torrance,
California
|
$393K
|
-$7.52M
|
-17,010
|
-95%
|
|
|
559
|
Defender Capital
Charlotte,
North Carolina
|
$390K
|
–
|
–
|
–
|
|
|
560
|
Savant Capital
Rockford,
Illinois
|
$388K
|
+$19K
|
+43
|
+5%
|
|
|
561
|
Vontobel Holding
Zurich,
Switzerland
|
$386K
|
-$42K
|
-95
|
-9%
|
|
|
562
|
Merit Financial Group
Alpharetta,
Georgia
|
$385K
|
+$38.5K
|
+87
|
+10%
|
|
|
563
|
Steward Partners Investment Advisory
New York
|
$384K
|
+$39.8K
|
+90
|
+11%
|
|
|
564
|
Old National Bancorp
Evansville,
Indiana
|
$382K
|
-$4.86K
|
-11
|
-1%
|
|
|
565
|
Evercore Wealth Management
New York
|
$381K
|
–
|
–
|
–
|
|
|
566
|
Defined Wealth Management
Beaverton,
Oregon
|
$381K
|
–
|
–
|
–
|
|
|
567
|
HB Wealth Management
Atlanta,
Georgia
|
$380K
|
+$40.7K
|
+92
|
+11%
|
|
|
568
|
Clear Creek Financial Management
Silverdale,
Washington
|
$380K
|
-$13.3K
|
-30
|
-3%
|
|
|
569
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$378K
|
-$884
|
-2
|
-0.2%
|
|
|
570
|
Advisory Services Network
Atlanta,
Georgia
|
$373K
|
+$85.3K
|
+193
|
+27%
|
|
|
571
|
Cable Hill Partners
Portland,
Oregon
|
$372K
|
-$11.1K
|
-25
|
-3%
|
|
|
572
|
First Trust Direct Indexing
Boston,
Massachusetts
|
$369K
|
+$46.4K
|
+105
|
+13%
|
|
|
573
|
Horizon Investments
Charlotte,
North Carolina
|
$369K
|
-$442
|
-1
|
-0.1%
|
|
|
574
|
Personal CFO Solutions
Chester,
New Jersey
|
$368K
|
+$8.4K
|
+19
|
+2%
|
|
|
575
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$365K
|
–
|
–
|
–
|
|
