|
1126
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.42M
|
+$261K
|
+1,395
|
+22%
|
|
|
1127
|
Simplicity Wealth
Summit,
New Jersey
|
$1.41M
|
-$901K
|
-4,825
|
-39%
|
|
|
1128
|
Stablepoint Partners
Braintree,
Massachusetts
|
$1.41M
|
+$126K
|
+675
|
+10%
|
|
|
1129
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.4M
|
+$1.42M
|
+7,605
|
New
|
|
|
1130
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.4M
|
-$466K
|
-2,495
|
-25%
|
|
|
1131
|
VELA Investment Management
New Albany,
Ohio
|
$1.4M
|
–
|
–
|
–
|
|
|
1132
|
Procyon Advisors
Shelton,
Connecticut
|
$1.4M
|
-$6.54K
|
-35
|
-0.5%
|
|
|
1133
|
Optimize Financial
Laguna Hills,
California
|
$1.39M
|
-$516K
|
-2,765
|
-27%
|
|
|
1134
|
Howard Capital Management
Roswell,
Georgia
|
$1.39M
|
+$44.8K
|
+240
|
+3%
|
|
|
1135
|
NBT Bank
Norwich,
New York
|
$1.39M
|
+$4.67K
|
+25
|
+0.3%
|
|
|
1136
|
Mayflower Financial Advisors
Boston,
Massachusetts
|
$1.39M
|
+$37.4K
|
+200
|
+3%
|
|
|
1137
|
Portfolio Design Labs
Encino,
California
|
$1.39M
|
+$672K
|
+3,600
|
+92%
|
|
|
1138
|
|
$1.39M
|
-$318M
|
-1,700,835
|
-100%
|
|
|
1139
|
Impact Investors
San Francisco,
California
|
$1.38M
|
-$48.6K
|
-260
|
-3%
|
|
|
1140
|
Trivium Point Advisory
Westport,
Connecticut
|
$1.38M
|
-$1.67M
|
-8,930
|
-54%
|
|
|
1141
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.37M
|
+$76.6K
|
+410
|
+6%
|
|
|
1142
|
Monetary Management Group
St Louis,
Missouri
|
$1.37M
|
-$56K
|
-300
|
-4%
|
|
|
1143
|
Livforsakringsbolaget Skandia
Stockholm,
Sweden
|
$1.37M
|
–
|
–
|
–
|
|
|
1144
|
SageView Advisory Group
Newport Beach,
California
|
$1.37M
|
-$207K
|
-1,110
|
-13%
|
|
|
1145
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.36M
|
+$30.8K
|
+165
|
+2%
|
|
|
1146
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.36M
|
+$413K
|
+2,210
|
+43%
|
|
|
1147
|
PFG Investments
Woodbury,
New York
|
$1.34M
|
-$219K
|
-1,170
|
-14%
|
|
|
1148
|
Pier 88 Investment Partners
San Francisco,
California
|
$1.34M
|
-$3.88M
|
-20,750
|
-74%
|
|
|
1149
|
Creekmur Asset Management
Morton,
Illinois
|
$1.34M
|
+$253K
|
+1,355
|
+23%
|
|
|
1150
|
Arete Wealth Advisors
Chicago,
Illinois
|
$1.34M
|
-$279K
|
-1,495
|
-17%
|
|
