|
1051
|
TD Private Client Wealth
New York
|
$1.01M
|
+$266K
|
+7,230
|
+46%
|
|
|
1052
|
Congress Wealth Management
Boston,
Massachusetts
|
$1M
|
+$260K
|
+7,060
|
+45%
|
|
|
1053
|
USA Financial Formulas
Ada,
Michigan
|
$1,000K
|
+$836K
|
+22,690
|
+226,900%
|
|
|
1054
|
Convergence Investment Partners
Palm Beach Gardens,
Florida
|
$999K
|
+$140K
|
+3,800
|
+20%
|
|
|
1055
|
Lewis Capital Management
Beverly Hills,
California
|
$998K
|
–
|
–
|
–
|
|
|
1056
|
ICA Group Wealth Management
Denver,
Colorado
|
$993K
|
-$115K
|
-3,130
|
-12%
|
|
|
1057
|
Larson Financial Group
St Louis,
Missouri
|
$983K
|
+$603K
|
+16,360
|
+274%
|
|
|
1058
|
LVW Advisors
Pittsford,
New York
|
$980K
|
+$5.16K
|
+140
|
+0.6%
|
|
|
1059
|
Buttonwood Financial Advisors
Baltimore,
Maryland
|
$977K
|
-$1.05M
|
-28,410
|
-56%
|
|
|
1060
|
ExodusPoint Capital Management
New York
|
$977K
|
-$1.57M
|
-42,490
|
-66%
|
|
|
1061
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$974K
|
+$815K
|
+22,120
|
New
|
|
|
1062
|
EPG Wealth Management
Atlanta,
Georgia
|
$973K
|
+$36.5K
|
+990
|
+5%
|
|
|
1063
|
CRA Financial Services
Northfield,
New Jersey
|
$973K
|
+$54.5K
|
+1,480
|
+7%
|
|
|
1064
|
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
$973K
|
-$347K
|
-9,410
|
-30%
|
|
|
1065
|
Covenant Partners
Nashville,
Tennessee
|
$971K
|
-$75.9K
|
-2,060
|
-9%
|
|
|
1066
|
Fidelis Capital Partners
Tampa,
Florida
|
$968K
|
-$6.26K
|
-170
|
-0.8%
|
|
|
1067
|
Capstone Investment Advisors
New York
|
$966K
|
-$2.08M
|
-56,470
|
-72%
|
|
|
1068
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$963K
|
+$317K
|
+8,600
|
+65%
|
|
|
1069
|
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
$962K
|
+$12.9K
|
+350
|
+2%
|
|
|
1070
|
Claro Advisors
Boston,
Massachusetts
|
$962K
|
-$53.8K
|
-1,460
|
-6%
|
|
|
1071
|
Stokes Family Office
New Orleans,
Louisiana
|
$958K
|
+$4.79K
|
+130
|
+0.6%
|
|
|
1072
|
Dupont Capital Management
Wilmington,
Delaware
|
$957K
|
+$758K
|
+20,570
|
+1,773%
|
|
|
1073
|
Machina Capital
Paris,
France
|
$956K
|
+$800K
|
+21,710
|
New
|
|
|
1074
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$951K
|
-$74K
|
-2,010
|
-9%
|
|
|
1075
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$949K
|
+$514K
|
+13,950
|
+184%
|
|
