|
1401
|
Carret Asset Management
New York
|
$8.72M
|
-$151K
|
-265
|
-2%
|
|
|
1402
|
Plum Street Advisors
New Orleans,
Louisiana
|
$8.7M
|
-$329K
|
-576
|
-4%
|
|
|
1403
|
Latko Wealth Management
Frankfort,
Illinois
|
$8.69M
|
-$68K
|
-119
|
-0.8%
|
|
|
1404
|
Creative Financial Designs
Kokomo,
Indiana
|
$8.69M
|
+$426K
|
+745
|
+6%
|
|
|
1405
|
Cannon Advisors
Charlotte,
North Carolina
|
$8.68M
|
-$1.68M
|
-2,933
|
-17%
|
|
|
1406
|
Cambridge Associates
Boston,
Massachusetts
|
$8.67M
|
-$4.06M
|
-7,108
|
-34%
|
|
|
1407
|
Linscomb Wealth
Houston,
Texas
|
$8.66M
|
-$569K
|
-996
|
-7%
|
|
|
1408
|
Waddell & Associates
Memphis,
Tennessee
|
$8.66M
|
+$70.9K
|
+124
|
+0.9%
|
|
|
1409
|
Colorado Capital Management
Boulder,
Colorado
|
$8.64M
|
–
|
–
|
–
|
|
|
1410
|
JTC Employer Solutions Trustee
St Helier,
Jersey
|
$8.64M
|
–
|
–
|
–
|
|
|
1411
|
CVFG LLC
Shelbyville,
Indiana
|
$8.64M
|
+$191K
|
+334
|
+2%
|
|
|
1412
|
Vision Financial Markets
Stamford,
Connecticut
|
$8.62M
|
+$14.9K
|
+26
|
+0.2%
|
|
|
1413
|
IRON Financial
Northbrook,
Illinois
|
$8.62M
|
+$65.2K
|
+114
|
+0.8%
|
|
|
1414
|
Symmetry Investments
St Helier,
Jersey
|
$8.6M
|
-$11.2M
|
-19,616
|
-58%
|
|
|
1415
|
Clear Creek Financial Management
Silverdale,
Washington
|
$8.58M
|
+$1.25M
|
+2,191
|
+19%
|
|
|
1416
|
Tactive Advisors
Jacksonville,
Florida
|
$8.58M
|
+$7.94M
|
+13,892
|
New
|
|
|
1417
|
Ignite Planners
San Clemente,
California
|
$8.57M
|
-$6.86K
|
-12
|
-0.1%
|
|
|
1418
|
VOYA Investment Management
Atlanta,
Georgia
|
$8.53M
|
-$3.12M
|
-5,450
|
-28%
|
|
|
1419
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$8.52M
|
+$201K
|
+351
|
+3%
|
|
|
1420
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$8.52M
|
-$689K
|
-1,206
|
-8%
|
|
|
1421
|
Sitrin Capital Management
Century City,
California
|
$8.51M
|
+$378K
|
+661
|
+5%
|
|
|
1422
|
International Private Wealth Advisors
San Diego,
California
|
$8.5M
|
+$811K
|
+1,418
|
+11%
|
|
|
1423
|
Leo Wealth LLC
Hurst,
Texas
|
$8.5M
|
+$1.17M
|
+2,048
|
+18%
|
|
|
1424
|
|
$8.48M
|
-$2.26M
|
-3,948
|
-22%
|
|
|
1425
|
CMG Global Holdings
Plano,
Texas
|
$8.47M
|
+$1.71M
|
+2,988
|
+29%
|
|
