|
451
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$741K
|
-$99.5K
|
-2,474
|
-11%
|
|
|
452
|
Global Endowment Management
Charlotte,
North Carolina
|
$738K
|
+$773K
|
+19,229
|
New
|
|
|
453
|
Kelly Financial Services
Braintree,
Massachusetts
|
$737K
|
-$771K
|
-19,167
|
-50%
|
|
|
454
|
Diversify Wealth Management
Sandy,
Utah
|
$735K
|
-$299K
|
-7,446
|
-27%
|
|
|
455
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$729K
|
+$456K
|
+11,343
|
+148%
|
|
|
456
|
Univest Financial
Souderton,
Pennsylvania
|
$727K
|
+$26.9K
|
+669
|
+4%
|
|
|
457
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$724K
|
+$1.85K
|
+46
|
+0.2%
|
|
|
458
|
Perigon Wealth Management
San Francisco,
California
|
$724K
|
+$71.9K
|
+1,787
|
+10%
|
|
|
459
|
Private Trust Company
Cleveland,
Ohio
|
$723K
|
+$283K
|
+7,032
|
+60%
|
|
|
460
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$719K
|
+$13.3K
|
+330
|
+2%
|
|
|
461
|
Klingman & Associates
New York
|
$718K
|
–
|
–
|
–
|
|
|
462
|
Argent Trust Co
Nashville,
Tennessee
|
$717K
|
+$426K
|
+10,589
|
+131%
|
|
|
463
|
Verus Capital Partners
Scottsdale,
Arizona
|
$711K
|
-$24.1K
|
-598
|
-3%
|
|
|
464
|
NFP Retirement Inc
Aliso Viejo,
California
|
$707K
|
+$60.3K
|
+1,500
|
+9%
|
|
|
465
|
MA Private Wealth
San Carlos,
California
|
$704K
|
-$65.7K
|
-1,634
|
-8%
|
|
|
466
|
Lockerman Financial Group
Newport Beach,
California
|
$700K
|
-$35.9K
|
-892
|
-5%
|
|
|
467
|
Montz Harcus Wealth Management
New Orleans,
Louisiana
|
$690K
|
+$72.4K
|
+1,799
|
+11%
|
|
|
468
|
RWA Wealth Partners
Newton,
Massachusetts
|
$674K
|
+$271K
|
+6,745
|
+62%
|
|
|
469
|
AQR Capital Management
Greenwich,
Connecticut
|
$668K
|
+$343K
|
+8,532
|
+96%
|
|
|
470
|
Kera Capital Partners
San Jose,
California
|
$666K
|
+$698K
|
+17,367
|
New
|
|
|
471
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$661K
|
-$85.2K
|
-2,119
|
-11%
|
|
|
472
|
Net Worth Advisory Group
Sandy,
Utah
|
$652K
|
-$72.6K
|
-1,805
|
-10%
|
|
|
473
|
Inman Jager Wealth Management
Hattiesburg,
Mississippi
|
$648K
|
+$679K
|
+16,886
|
New
|
|
|
474
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$644K
|
+$6.11K
|
+152
|
+0.9%
|
|
|
475
|
Northeast Planning Associates NH
Bedford,
New Hampshire
|
$637K
|
+$668K
|
+16,607
|
New
|
|
