|
676
|
Regal Investment Advisors
Kentwood,
Michigan
|
$14.5M
|
+$13.8M
|
+38,862
|
New
|
|
|
677
|
|
$14.5M
|
+$2.29M
|
+6,445
|
+20%
|
|
|
678
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$14.5M
|
-$101K
|
-286
|
-0.7%
|
|
|
679
|
High Falls Advisors
Rochester,
New York
|
$14.5M
|
-$6.76M
|
-19,043
|
-33%
|
|
|
680
|
Albion Financial Group
Salt Lake City,
Utah
|
$14.5M
|
+$163K
|
+460
|
+1%
|
|
|
681
|
SimpliFi Inc
San Diego,
California
|
$14.5M
|
-$5.72M
|
-16,128
|
-29%
|
|
|
682
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$14.4M
|
-$2.22M
|
-6,258
|
-14%
|
|
|
683
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$14.4M
|
-$9.16M
|
-25,823
|
-40%
|
|
|
684
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$14.4M
|
+$3.06M
|
+8,627
|
+29%
|
|
|
685
|
Wedbush Securities
Los Angeles,
California
|
$14.3M
|
+$396K
|
+1,117
|
+3%
|
|
|
686
|
Curated Wealth Partners
El Segundo,
California
|
$14.2M
|
+$13.5M
|
+38,061
|
New
|
|
|
687
|
Sovereign Financial Group
Stamford,
Connecticut
|
$14.2M
|
+$13.4M
|
+37,901
|
New
|
|
|
688
|
Corsair Capital Management
New York
|
$14.2M
|
-$689K
|
-1,941
|
-5%
|
|
|
689
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$14.1M
|
-$814K
|
-2,294
|
-6%
|
|
|
690
|
GenWealth Group
Maplewood,
New Jersey
|
$14.1M
|
-$263K
|
-742
|
-2%
|
|
|
691
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$14.1M
|
-$1.01M
|
-2,859
|
-7%
|
|
|
692
|
|
$14.1M
|
+$3.81M
|
+10,742
|
+40%
|
|
|
693
|
Marathon Trading Investment Management
Radnor,
Pennsylvania
|
$14M
|
+$7.26M
|
+20,470
|
+120%
|
|
|
694
|
Prospera Financial Services
Dallas,
Texas
|
$14M
|
+$10M
|
+28,310
|
+308%
|
|
|
695
|
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
$14M
|
-$15.9M
|
-44,889
|
-54%
|
|
|
696
|
ClearBridge Investments
New York
|
$14M
|
+$10.3M
|
+29,022
|
+348%
|
|
|
697
|
Smith Anglin Financial
Dallas,
Texas
|
$13.9M
|
+$13.2M
|
+37,272
|
New
|
|
|
698
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$13.9M
|
-$1.16M
|
-3,258
|
-8%
|
|
|
699
|
Shoker Investment Counsel
Oxford,
Ohio
|
$13.9M
|
-$196K
|
-552
|
-1%
|
|
|
700
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$13.8M
|
-$438K
|
-1,235
|
-3%
|
|
