|
1301
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$326K
|
+$104K
|
+2,504
|
+50%
|
|
|
1302
|
Steward Partners Investment Solutions
Portland,
Oregon
|
$325K
|
+$309K
|
+7,441
|
New
|
|
|
1303
|
Pure Financial Advisors
San Diego,
California
|
$325K
|
+$8.91K
|
+215
|
+3%
|
|
|
1304
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$324K
|
+$44.4K
|
+1,071
|
+17%
|
|
|
1305
|
|
$323K
|
–
|
–
|
–
|
|
|
1306
|
King Wealth Management Group
Naples,
Florida
|
$321K
|
+$35.1K
|
+847
|
+13%
|
|
|
1307
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$320K
|
-$87.8K
|
-2,118
|
-22%
|
|
|
1308
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$319K
|
+$304K
|
+7,323
|
New
|
|
|
1309
|
First Financial Bank - Trust Division
Hamilton,
Ohio
|
$319K
|
+$20.1K
|
+485
|
+7%
|
|
|
1310
|
TCI Wealth Advisors
Tucson,
Arizona
|
$318K
|
-$10.6K
|
-255
|
-3%
|
|
|
1311
|
Citizens Business Bank
Ontario,
California
|
$318K
|
+$302K
|
+7,285
|
New
|
|
|
1312
|
Algert Global
San Francisco,
California
|
$317K
|
+$301K
|
+7,270
|
New
|
|
|
1313
|
Howland Capital Management
Boston,
Massachusetts
|
$317K
|
-$912
|
-22
|
-0.3%
|
|
|
1314
|
Centerpoint Advisors
Needham,
Massachusetts
|
$316K
|
+$332
|
+8
|
+0.1%
|
|
|
1315
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$316K
|
+$3.19K
|
+77
|
+1%
|
|
|
1316
|
Valmark Advisers
Akron,
Ohio
|
$315K
|
+$2.49K
|
+60
|
+0.8%
|
|
|
1317
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$314K
|
-$12K
|
-289
|
-4%
|
|
|
1318
|
EPG Wealth Management
Atlanta,
Georgia
|
$314K
|
-$21.3K
|
-513
|
-7%
|
|
|
1319
|
Taylor Financial Group
Roanoke,
Virginia
|
$313K
|
-$4.77K
|
-115
|
-2%
|
|
|
1320
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$313K
|
+$297K
|
+7,165
|
New
|
|
|
1321
|
D. Scott Neal
Lexington,
Kentucky
|
$312K
|
–
|
–
|
–
|
|
|
1322
|
Community Trust & Investment
Versailles,
Kentucky
|
$311K
|
–
|
–
|
–
|
|
|
1323
|
TrinityPoint Wealth
Milford,
Connecticut
|
$311K
|
-$149K
|
-3,595
|
-34%
|
|
|
1324
|
Angeles Investment Advisors
Santa Monica,
California
|
$310K
|
+$39K
|
+941
|
+15%
|
|
|
1325
|
Cypress Wealth Services
Palm Desert,
California
|
$310K
|
-$34.1K
|
-822
|
-10%
|
|
