|
651
|
Destiny Capital
Golden,
Colorado
|
$16.4M
|
+$788K
|
+1,584
|
+6%
|
|
|
652
|
MGB Wealth Management
Addison,
Texas
|
$16.2M
|
+$628K
|
+1,262
|
+4%
|
|
|
653
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$16.2M
|
-$175K
|
-351
|
-1%
|
|
|
654
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$16.2M
|
+$3.8M
|
+7,648
|
+35%
|
|
|
655
|
Momentum Wealth Planning
Estero,
Florida
|
$16.1M
|
+$14.5M
|
+29,241
|
New
|
|
|
656
|
Financial Guidance Group
Palm Harbor,
Florida
|
$16.1M
|
+$884K
|
+1,777
|
+6%
|
|
|
657
|
|
$16.1M
|
-$3.75M
|
-7,540
|
-21%
|
|
|
658
|
Whittier Trust
South Pasadena,
California
|
$16.1M
|
-$376K
|
-756
|
-3%
|
|
|
659
|
Simmons Bank
Pine Bluff,
Arkansas
|
$16.1M
|
-$91K
|
-183
|
-0.6%
|
|
|
660
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$16.1M
|
-$30.8K
|
-62
|
-0.2%
|
|
|
661
|
E&G Advisors
Houston,
Texas
|
$16M
|
+$262K
|
+527
|
+2%
|
|
|
662
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$16M
|
–
|
–
|
–
|
|
|
663
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$15.9M
|
+$266K
|
+535
|
+2%
|
|
|
664
|
Proathlete Wealth Management
Boca Raton,
Florida
|
$15.9M
|
+$412K
|
+828
|
+3%
|
|
|
665
|
Ballentine Partners
Waltham,
Massachusetts
|
$15.9M
|
-$1.19M
|
-2,395
|
-8%
|
|
|
666
|
Coastline Trust
Providence,
Rhode Island
|
$15.9M
|
+$767K
|
+1,542
|
+6%
|
|
|
667
|
Fischer Financial Services
Harrisburg,
Pennsylvania
|
$15.9M
|
+$42.3K
|
+85
|
+0.3%
|
|
|
668
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$15.8M
|
+$14.3M
|
+28,710
|
New
|
|
|
669
|
Bensler
Bellevue,
Washington
|
$15.8M
|
-$67.6K
|
-136
|
-0.5%
|
|
|
670
|
Royal Fund Management
Lady Lake,
Florida
|
$15.8M
|
-$13.1M
|
-26,292
|
-48%
|
|
|
671
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$15.7M
|
+$188K
|
+379
|
+1%
|
|
|
672
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$15.7M
|
-$930K
|
-1,870
|
-6%
|
|
|
673
|
David J. Yvars Group
University Park,
Florida
|
$15.7M
|
+$41.8K
|
+84
|
+0.3%
|
|
|
674
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$15.6M
|
-$175K
|
-352
|
-1%
|
|
|
675
|
Prosperity Capital Advisors
Westlake,
Ohio
|
$15.6M
|
+$5.74M
|
+11,549
|
+69%
|
|
