|
851
|
Turning Point Benefit Group
Frederick,
Maryland
|
$2.27M
|
+$1.32M
|
+7,080
|
+146%
|
|
|
852
|
NovaPoint Capital
Atlanta,
Georgia
|
$2.26M
|
-$924K
|
-4,957
|
-29%
|
|
|
853
|
Charis Legacy Partners
Bryan,
Texas
|
$2.25M
|
-$392K
|
-2,105
|
-15%
|
|
|
854
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$2.25M
|
-$34.8K
|
-187
|
-2%
|
|
|
855
|
Osborne Partners Capital Management
San Francisco,
California
|
$2.24M
|
-$258K
|
-1,383
|
-10%
|
|
|
856
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$2.23M
|
-$98.6K
|
-529
|
-4%
|
|
|
857
|
Spinnaker Trust
Portland,
Maine
|
$2.23M
|
+$236K
|
+1,265
|
+12%
|
|
|
858
|
Trilogy Capital
Irvine,
California
|
$2.23M
|
-$2.02M
|
-10,845
|
-48%
|
|
|
859
|
M&T Bank
Buffalo,
New York
|
$2.23M
|
+$94.7K
|
+508
|
+5%
|
|
|
860
|
Dodds Wealth
Greenwood Village,
Colorado
|
$2.23M
|
+$186
|
+1
|
+0%
|
|
|
861
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$2.22M
|
-$2.79K
|
-15
|
-0.1%
|
|
|
862
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$2.21M
|
+$161K
|
+864
|
+8%
|
|
|
863
|
KWB Wealth
Redlands,
California
|
$2.2M
|
+$13K
|
+70
|
+0.6%
|
|
|
864
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$2.2M
|
+$91.7K
|
+492
|
+4%
|
|
|
865
|
Pacific Capital Wealth Advisors
Corona,
California
|
$2.19M
|
-$288K
|
-1,543
|
-12%
|
|
|
866
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$2.19M
|
+$123K
|
+660
|
+6%
|
|
|
867
|
Natixis Advisors
Boston,
Massachusetts
|
$2.19M
|
+$258K
|
+1,383
|
+14%
|
|
|
868
|
Archer Investment Management
Austin,
Texas
|
$2.18M
|
+$397K
|
+2,130
|
+23%
|
|
|
869
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$2.17M
|
–
|
–
|
–
|
|
|
870
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$2.16M
|
-$932
|
-5
|
-0%
|
|
|
871
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$2.15M
|
-$80.1K
|
-430
|
-4%
|
|
|
872
|
Peak Planning Group
Centennial,
Colorado
|
$2.15M
|
-$85.7K
|
-460
|
-4%
|
|
|
873
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.15M
|
+$9.13K
|
+49
|
+0.4%
|
|
|
874
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.14M
|
+$139K
|
+745
|
+7%
|
|
|
875
|
Net Worth Advisory Group
Sandy,
Utah
|
$2.14M
|
-$41.2K
|
-221
|
-2%
|
|
