|
901
|
Sentinel Trust
Houston,
Texas
|
$12.2M
|
–
|
–
|
–
|
|
|
902
|
Sepio Capital
Salt Lake City,
Utah
|
$12.1M
|
+$1.95M
|
+3,178
|
+19%
|
|
|
903
|
Carnegie Investment Counsel
Pepper Pike,
Ohio
|
$12.1M
|
-$646K
|
-1,053
|
-5%
|
|
|
904
|
Sykon Capital
Harrison,
New York
|
$12.1M
|
+$2.77M
|
+4,511
|
+30%
|
|
|
905
|
Principia Wealth Advisory
Dallas,
Texas
|
$12M
|
+$799K
|
+1,302
|
+7%
|
|
|
906
|
Formulate Financial
Boca Raton,
Florida
|
$12M
|
+$195K
|
+317
|
+2%
|
|
|
907
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$12M
|
+$39.3K
|
+64
|
+0.3%
|
|
|
908
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$11.9M
|
-$979K
|
-1,596
|
-8%
|
|
|
909
|
Crewe Advisors
Salt Lake City,
Utah
|
$11.9M
|
-$401K
|
-654
|
-3%
|
|
|
910
|
NBC Securities
Birmingham,
Alabama
|
$11.9M
|
+$904K
|
+1,474
|
+8%
|
|
|
911
|
Coastline Complete Wealth
Bluffton,
South Carolina
|
$11.9M
|
+$11.9M
|
+19,364
|
New
|
|
|
912
|
Pure Financial Advisors
San Diego,
California
|
$11.9M
|
+$1.08M
|
+1,763
|
+10%
|
|
|
913
|
Berkeley Capital Partners
Milton,
Georgia
|
$11.9M
|
-$138K
|
-225
|
-1%
|
|
|
914
|
Peak Asset Management
Louisville,
Colorado
|
$11.8M
|
+$36.2K
|
+59
|
+0.3%
|
|
|
915
|
Caldwell Trust
Venice,
Florida
|
$11.8M
|
-$136K
|
-222
|
-1%
|
|
|
916
|
Carr Financial Group
Worcester,
Massachusetts
|
$11.8M
|
+$855K
|
+1,393
|
+8%
|
|
|
917
|
Advyzon Investment Management
Lisle,
Illinois
|
$11.7M
|
+$7.38M
|
+12,020
|
+169%
|
|
|
918
|
Retirement Planning Group (New York)
Malta,
New York
|
$11.7M
|
-$235K
|
-383
|
-2%
|
|
|
919
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$11.7M
|
+$140K
|
+228
|
+1%
|
|
|
920
|
Madison Wealth Partners
Madison,
Wisconsin
|
$11.7M
|
+$671K
|
+1,094
|
+6%
|
|
|
921
|
JP Wealth Management
Mt. Pleasant,
South Carolina
|
$11.7M
|
-$18.4K
|
-30
|
-0.2%
|
|
|
922
|
Summit Trail Advisors
New York
|
$11.7M
|
-$1.48M
|
-2,410
|
-11%
|
|
|
923
|
CFM Wealth Partners
Austin,
Texas
|
$11.6M
|
+$291K
|
+474
|
+3%
|
|
|
924
|
Osbon Capital Management
Boston,
Massachusetts
|
$11.6M
|
+$11.6M
|
+18,837
|
New
|
|
|
925
|
BFI Infinity
Zurich,
Switzerland
|
$11.6M
|
+$585K
|
+954
|
+5%
|
|
