|
1851
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$602K
|
+$156K
|
+964
|
+41%
|
|
|
1852
|
Sara-Bay Financial
Sarasota,
Florida
|
$602K
|
+$211K
|
+1,300
|
+65%
|
|
|
1853
|
Equitable Trust
Nashville,
Tennessee
|
$601K
|
+$10.7K
|
+66
|
+2%
|
|
|
1854
|
Fulton Bank
Lancaster,
Pennsylvania
|
$597K
|
+$53.5K
|
+330
|
+11%
|
|
|
1855
|
Silverlake Wealth Management
Williston,
Vermont
|
$597K
|
-$145K
|
-893
|
-21%
|
|
|
1856
|
Objective Capital Management
Pepper Pike,
Ohio
|
$595K
|
+$51.4K
|
+317
|
+11%
|
|
|
1857
|
Kane Investment Management
Los Gatos,
California
|
$595K
|
+$80.2K
|
+495
|
+18%
|
|
|
1858
|
Investment House LLC
Redondo Beach,
California
|
$595K
|
–
|
–
|
–
|
|
|
1859
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$593K
|
+$5.35K
|
+33
|
+1%
|
|
|
1860
|
Verity Asset Management
Durham,
North Carolina
|
$593K
|
–
|
–
|
–
|
|
|
1861
|
Headland Capital
Mt. Pleasant,
South Carolina
|
$592K
|
+$81.5K
|
+503
|
+18%
|
|
|
1862
|
Linscomb Wealth
Houston,
Texas
|
$590K
|
+$5.83K
|
+36
|
+1%
|
|
|
1863
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$588K
|
-$43.8K
|
-270
|
-8%
|
|
|
1864
|
Canopy Partners
Cincinnati,
Ohio
|
$586K
|
+$150K
|
+925
|
+40%
|
|
|
1865
|
MBL Wealth
Charlotte,
North Carolina
|
$584K
|
+$241K
|
+1,489
|
+87%
|
|
|
1866
|
CX Institutional
Auburn,
Indiana
|
$584K
|
+$106K
|
+654
|
+26%
|
|
|
1867
|
Cullinan Associates
Louisville,
Kentucky
|
$584K
|
-$162K
|
-1,000
|
-24%
|
|
|
1868
|
Essential Partners
Rancho Santa Fe,
California
|
$583K
|
+$234K
|
+1,443
|
+82%
|
|
|
1869
|
Fort Sheridan Advisors
Highland Park,
Illinois
|
$578K
|
-$37.3K
|
-230
|
-7%
|
|
|
1870
|
Secured Retirement Advisors
St Louis Park,
Minnesota
|
$574K
|
-$110K
|
-676
|
-18%
|
|
|
1871
|
LifeWealth Investments
Winter Garden,
Florida
|
$572K
|
+$5.02K
|
+31
|
+1%
|
|
|
1872
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$572K
|
-$1.62M
|
-10,007
|
-76%
|
|
|
1873
|
BlackDiamond Wealth Management
New York
|
$572K
|
-$35K
|
-216
|
-6%
|
|
|
1874
|
ProVise Management Group
Clearwater,
Florida
|
$570K
|
+$8.1K
|
+50
|
+2%
|
|
|
1875
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$570K
|
-$26.7K
|
-165
|
-5%
|
|
