|
626
|
Trek Financial
Scottsdale,
Arizona
|
$2.5M
|
+$167K
|
+2,479
|
+8%
|
|
|
627
|
EP Wealth Advisors
Torrance,
California
|
$2.48M
|
+$1.36M
|
+20,264
|
+146%
|
|
|
628
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$2.47M
|
-$64.9M
|
-964,838
|
-97%
|
|
|
629
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$2.46M
|
-$78.7K
|
-1,170
|
-3%
|
|
|
630
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$2.45M
|
-$6.39M
|
-95,035
|
-74%
|
|
|
631
|
Renaissance Technologies
New York
|
$2.44M
|
+$2.26M
|
+33,628
|
New
|
|
|
632
|
Pitti Group Wealth Management
Victor,
New York
|
$2.44M
|
+$38.1K
|
+567
|
+2%
|
|
|
633
|
Great Lakes Retirement
Sandusky,
Ohio
|
$2.44M
|
-$956K
|
-14,223
|
-30%
|
|
|
634
|
Vivid Wealth Management
West Des Moines,
Iowa
|
$2.41M
|
+$54.6K
|
+812
|
+3%
|
|
|
635
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.41M
|
-$68.5K
|
-1,019
|
-3%
|
|
|
636
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$2.36M
|
-$430K
|
-6,391
|
-16%
|
|
|
637
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.36M
|
+$799K
|
+11,884
|
+58%
|
|
|
638
|
Integrity Wealth Solutions
Denver,
Colorado
|
$2.34M
|
+$116K
|
+1,730
|
+6%
|
|
|
639
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2.29M
|
+$73K
|
+1,086
|
+4%
|
|
|
640
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.29M
|
+$1.63M
|
+24,195
|
+332%
|
|
|
641
|
BankPlus Trust Department
Jackson,
Mississippi
|
$2.28M
|
+$2.11M
|
+31,350
|
New
|
|
|
642
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$2.28M
|
-$602K
|
-8,959
|
-22%
|
|
|
643
|
One Capital Management
Westlake Village,
California
|
$2.26M
|
-$5.17M
|
-76,919
|
-71%
|
|
|
644
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.25M
|
–
|
–
|
–
|
|
|
645
|
SK Wealth Management
Providence,
Rhode Island
|
$2.25M
|
+$303K
|
+4,508
|
+17%
|
|
|
646
|
Condor Capital Management
Martinsville,
New Jersey
|
$2.24M
|
-$52K
|
-773
|
-2%
|
|
|
647
|
YHB Investment Advisors
West Hartford,
Connecticut
|
$2.23M
|
-$504K
|
-7,491
|
-20%
|
|
|
648
|
Beta Wealth Group
San Diego,
California
|
$2.21M
|
-$6.97M
|
-103,718
|
-77%
|
|
|
649
|
CAP Partners LLC
Franklin,
Tennessee
|
$2.2M
|
-$1.74M
|
-25,813
|
-46%
|
|
|
650
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.2M
|
+$362K
|
+5,385
|
+22%
|
|
