|
726
|
Vantage Point Financial
Lisle,
Illinois
|
$1.67M
|
+$1.7M
|
+9,379
|
New
|
|
|
727
|
NorthRock Partners
Minneapolis,
Minnesota
|
$1.67M
|
-$513K
|
-2,822
|
-23%
|
|
|
728
|
Alteri Wealth
Westlake Village,
California
|
$1.66M
|
+$1.7M
|
+9,339
|
New
|
|
|
729
|
L.M. Kohn & Company
Cincinnati,
Ohio
|
$1.64M
|
+$499K
|
+2,749
|
+43%
|
|
|
730
|
KCM Investment Advisors
Greenbrae,
California
|
$1.64M
|
-$2.73K
|
-15
|
-0.2%
|
|
|
731
|
Union Bancaire Privee
Geneva 1,
Switzerland
|
$1.63M
|
+$1.66M
|
+9,129
|
New
|
|
|
732
|
Valmark Advisers
Akron,
Ohio
|
$1.63M
|
+$32.5K
|
+179
|
+2%
|
|
|
733
|
Kingswood Wealth Advisors
San Diego,
California
|
$1.63M
|
+$199K
|
+1,097
|
+14%
|
|
|
734
|
Diversified Enterprises
Wilmington,
Delaware
|
$1.62M
|
-$36.9K
|
-203
|
-2%
|
|
|
735
|
New Republic Capital
Charlotte,
North Carolina
|
$1.62M
|
+$67K
|
+369
|
+4%
|
|
|
736
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$1.6M
|
+$507K
|
+2,792
|
+45%
|
|
|
737
|
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
$1.59M
|
+$40.9K
|
+225
|
+3%
|
|
|
738
|
Mattern Wealth Management
Lawrence,
Kansas
|
$1.59M
|
-$45K
|
-248
|
-3%
|
|
|
739
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$1.59M
|
-$60.9K
|
-335
|
-4%
|
|
|
740
|
Curtis Advisory Group
Santa Barbara,
California
|
$1.58M
|
+$63.6K
|
+350
|
+4%
|
|
|
741
|
Oppenheimer & Co
New York
|
$1.58M
|
+$56.3K
|
+310
|
+4%
|
|
|
742
|
Noble Wealth Management PBC
Greenwood Village,
Colorado
|
$1.58M
|
+$1.61M
|
+8,854
|
New
|
|
|
743
|
Resurgent Financial Advisors
Atlanta,
Georgia
|
$1.56M
|
+$196K
|
+1,080
|
+14%
|
|
|
744
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.55M
|
-$455K
|
-2,503
|
-22%
|
|
|
745
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$1.55M
|
+$13.4K
|
+74
|
+0.9%
|
|
|
746
|
Retirement Planning Group (New York)
Malta,
New York
|
$1.55M
|
+$1.58M
|
+8,705
|
New
|
|
|
747
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.55M
|
-$12.5K
|
-69
|
-0.8%
|
|
|
748
|
Tortoise Investment Management
White Plains,
New York
|
$1.55M
|
+$65.4K
|
+360
|
+4%
|
|
|
749
|
Clarendon Private
Boston,
Massachusetts
|
$1.53M
|
+$1.56M
|
+8,605
|
New
|
|
|
750
|
FWG Investments
Lexington,
Kentucky
|
$1.52M
|
+$362K
|
+1,994
|
+30%
|
|
