|
526
|
Consilio Wealth Advisors
Bellevue,
Washington
|
$12.1M
|
+$248K
|
+737
|
+2%
|
|
|
527
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$12.1M
|
+$167K
|
+496
|
+2%
|
|
|
528
|
Veritable
Wilmington,
Delaware
|
$12.1M
|
-$418K
|
-1,241
|
-4%
|
|
|
529
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$12M
|
-$395K
|
-1,172
|
-3%
|
|
|
530
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$12M
|
-$14.5M
|
-42,979
|
-57%
|
|
|
531
|
Lee Financial
Dallas,
Texas
|
$12M
|
+$2.43M
|
+7,220
|
+29%
|
|
|
532
|
Royal Fund Management
Lady Lake,
Florida
|
$11.9M
|
+$175K
|
+519
|
+2%
|
|
|
533
|
AlphaStar Capital Management
Cornelius,
North Carolina
|
$11.9M
|
+$6.54M
|
+19,412
|
+153%
|
|
|
534
|
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
$11.8M
|
-$1.15M
|
-3,414
|
-10%
|
|
|
535
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$11.8M
|
-$1.65M
|
-4,905
|
-13%
|
|
|
536
|
Prostatis Group
Hanover,
Maryland
|
$11.8M
|
+$10.7M
|
+31,881
|
+98%
|
|
|
537
|
Westside Investment Management
Santa Monica,
California
|
$11.8M
|
-$778K
|
-2,311
|
-7%
|
|
|
538
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$11.8M
|
+$193K
|
+573
|
+2%
|
|
|
539
|
Consolidated Planning Corp
Atlanta,
Georgia
|
$11.7M
|
+$4.78M
|
+14,209
|
+81%
|
|
|
540
|
Kaye Capital Management
El Segundo,
California
|
$11.7M
|
-$4.91M
|
-14,584
|
-32%
|
|
|
541
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$11.6M
|
+$1.05M
|
+3,106
|
+11%
|
|
|
542
|
Family Capital Management
Grand Rapids,
Michigan
|
$11.6M
|
+$669K
|
+1,986
|
+7%
|
|
|
543
|
Pathstone Family Office
Englewood,
New Jersey
|
$11.6M
|
+$1.12M
|
+3,328
|
+12%
|
|
|
544
|
Lindbrook Capital
Calabasas,
California
|
$11.6M
|
+$2.12M
|
+6,296
|
+25%
|
|
|
545
|
Franklin Resources
San Mateo,
California
|
$11.5M
|
+$3.94M
|
+11,701
|
+60%
|
|
|
546
|
Desjardins Global Asset Management
Montreal,
Quebec, Canada
|
$11.5M
|
+$1.73M
|
+5,152
|
+20%
|
|
|
547
|
Delta Investment Management
San Francisco,
California
|
$11.5M
|
+$9.32M
|
+27,695
|
+806%
|
|
|
548
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$11.5M
|
+$11.5M
|
+34,100
|
New
|
|
|
549
|
Financial Network Wealth Management
Draper,
Utah
|
$11.5M
|
+$914K
|
+2,714
|
+10%
|
|
|
550
|
Founders Capital Management (Texas)
Houston,
Texas
|
$11.5M
|
-$268K
|
-795
|
-2%
|
|
