|
501
|
Claro Advisors
Boston,
Massachusetts
|
$1.77M
|
+$922K
|
+7,249
|
+124%
|
|
|
502
|
Flagship Private Wealth
Woburn,
Massachusetts
|
$1.76M
|
+$84.5K
|
+664
|
+5%
|
|
|
503
|
Client 1st Advisory Group
Dunedin,
Florida
|
$1.76M
|
+$1.29M
|
+10,107
|
+344%
|
|
|
504
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.76M
|
-$1.36M
|
-10,663
|
-45%
|
|
|
505
|
Vontobel Holding
Zurich,
Switzerland
|
$1.75M
|
-$387K
|
-3,040
|
-19%
|
|
|
506
|
Provident Investment Management
Novi,
Michigan
|
$1.73M
|
-$48K
|
-377
|
-3%
|
|
|
507
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.7M
|
-$440K
|
-3,459
|
-22%
|
|
|
508
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.69M
|
+$6.87K
|
+54
|
+0.4%
|
|
|
509
|
|
$1.69M
|
+$508K
|
+3,993
|
+47%
|
|
|
510
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.69M
|
+$200K
|
+1,573
|
+14%
|
|
|
511
|
World Equity Group
Schaumburg,
Illinois
|
$1.68M
|
-$5.05M
|
-39,699
|
-76%
|
|
|
512
|
Ancora Advisors
Cleveland,
Ohio
|
$1.67M
|
-$11.8K
|
-93
|
-0.7%
|
|
|
513
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.67M
|
-$39.4K
|
-310
|
-2%
|
|
|
514
|
Aspire Private Capital
Cornelius,
North Carolina
|
$1.66M
|
-$763
|
-6
|
-0%
|
|
|
515
|
W Advisors LLC
Germantown,
Tennessee
|
$1.66M
|
-$254
|
-2
|
-0%
|
|
|
516
|
Waypoint Wealth Partners
Mill Valley,
California
|
$1.65M
|
–
|
–
|
–
|
|
|
517
|
TimeScale Financial
Danvers,
Massachusetts
|
$1.64M
|
+$494K
|
+3,880
|
+47%
|
|
|
518
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$1.63M
|
+$1.54M
|
+12,083
|
New
|
|
|
519
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.63M
|
+$890
|
+7
|
+0.1%
|
|
|
520
|
BigSur Wealth Management
Miami,
Florida
|
$1.62M
|
+$1.53M
|
+12,000
|
New
|
|
|
521
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$1.6M
|
+$1.51M
|
+11,891
|
New
|
|
|
522
|
|
$1.6M
|
+$1.51M
|
+11,865
|
New
|
|
|
523
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.59M
|
+$38K
|
+299
|
+3%
|
|
|
524
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$1.58M
|
+$134K
|
+1,053
|
+10%
|
|
|
525
|
Level Financial Advisors
East Amherst,
New York
|
$1.57M
|
-$34.6K
|
-272
|
-2%
|
|
