|
426
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$1.24M
|
+$165K
|
+794
|
+16%
|
|
|
427
|
Global View Capital Management
Waukesha,
Wisconsin
|
$1.24M
|
+$1.23M
|
+5,899
|
New
|
|
|
428
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$1.23M
|
+$32.1K
|
+154
|
+3%
|
|
|
429
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$1.22M
|
–
|
–
|
–
|
|
|
430
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$1.21M
|
+$15.4K
|
+74
|
+1%
|
|
|
431
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.2M
|
+$53.9K
|
+259
|
+5%
|
|
|
432
|
Maridea Wealth Management
Brooklyn,
New York
|
$1.18M
|
+$1.17M
|
+5,618
|
New
|
|
|
433
|
Corient Private Wealth
Miami,
Florida
|
$1.17M
|
+$798K
|
+3,834
|
+221%
|
|
|
434
|
Flavin Financial Services
Melbourne,
Florida
|
$1.14M
|
+$1.13M
|
+5,422
|
New
|
|
|
435
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$1.14M
|
–
|
–
|
–
|
|
|
436
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.12M
|
+$144K
|
+693
|
+15%
|
|
|
437
|
PSI Advisors
Tampa,
Florida
|
$1.1M
|
-$15.4K
|
-74
|
-1%
|
|
|
438
|
Rockbridge Investment Management
Syracuse,
New York
|
$1.1M
|
+$618K
|
+2,967
|
+132%
|
|
|
439
|
Winthrop Advisory Group
Boston,
Massachusetts
|
$1.1M
|
+$1.09M
|
+5,212
|
New
|
|
|
440
|
Beacon Pointe Advisors
Newport Beach,
California
|
$1.07M
|
+$124K
|
+597
|
+13%
|
|
|
441
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$1.07M
|
-$129K
|
-618
|
-11%
|
|
|
442
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.05M
|
+$176K
|
+846
|
+21%
|
|
|
443
|
Founders Financial Securities
Towson,
Maryland
|
$1.04M
|
+$1.03M
|
+4,949
|
New
|
|
|
444
|
JGP Wealth Management
Bend,
Oregon
|
$1.04M
|
+$76K
|
+365
|
+8%
|
|
|
445
|
Next Capital Management
New York
|
$1.04M
|
+$170K
|
+817
|
+20%
|
|
|
446
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.02M
|
+$359K
|
+1,726
|
+55%
|
|
|
447
|
JDM Financial Group
Austin,
Texas
|
$1.02M
|
+$20.6K
|
+99
|
+2%
|
|
|
448
|
Sequent Planning
Omaha,
Nebraska
|
$1.01M
|
+$58.3K
|
+280
|
+6%
|
|
|
449
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1M
|
-$54.1K
|
-260
|
-5%
|
|
|
450
|
Compass Advisory Group
Melville,
New York
|
$998K
|
-$2.63M
|
-12,616
|
-73%
|
|
