|
326
|
Breakwater Capital Group
Paramus,
New Jersey
|
$2.69M
|
-$1.22M
|
-28,391
|
-33%
|
|
|
327
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$2.67M
|
-$36.4K
|
-843
|
-1%
|
|
|
328
|
Steward Partners Investment Advisory
New York
|
$2.62M
|
-$614K
|
-14,237
|
-20%
|
|
|
329
|
Trilogy Capital
Irvine,
California
|
$2.61M
|
+$283K
|
+6,573
|
+13%
|
|
|
330
|
Intrua Financial
Houston,
Texas
|
$2.61M
|
-$172K
|
-3,982
|
-7%
|
|
|
331
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$2.52M
|
+$915K
|
+21,225
|
+65%
|
|
|
332
|
Waypoint Capital Advisors
Minneapolis,
Minnesota
|
$2.51M
|
–
|
–
|
–
|
|
|
333
|
Perigon Wealth Management
San Francisco,
California
|
$2.47M
|
+$359K
|
+8,326
|
+19%
|
|
|
334
|
Corda Investment Management
Houston,
Texas
|
$2.46M
|
-$157K
|
-3,641
|
-6%
|
|
|
335
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.46M
|
-$993K
|
-23,036
|
-30%
|
|
|
336
|
Lido Advisors
Los Angeles,
California
|
$2.45M
|
+$1.89M
|
+43,757
|
+494%
|
|
|
337
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$2.44M
|
+$9.36K
|
+217
|
+0.4%
|
|
|
338
|
1ST Source Bank
South Bend,
Indiana
|
$2.4M
|
+$5.61K
|
+130
|
+0.3%
|
|
|
339
|
WJ Wealth Management
Glendale,
Arizona
|
$2.39M
|
-$131K
|
-3,028
|
-6%
|
|
|
340
|
Comerica Bank
Dallas,
Texas
|
$2.37M
|
+$45K
|
+1,044
|
+2%
|
|
|
341
|
Advisor OS
Chicago,
Illinois
|
$2.37M
|
-$668K
|
-15,479
|
-23%
|
|
|
342
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$2.35M
|
+$322K
|
+7,469
|
+17%
|
|
|
343
|
PSI Advisors
Tampa,
Florida
|
$2.33M
|
+$521K
|
+12,072
|
+32%
|
|
|
344
|
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
$2.32M
|
+$83.3K
|
+1,931
|
+4%
|
|
|
345
|
Burney Company
Reston,
Virginia
|
$2.26M
|
+$324K
|
+7,508
|
+18%
|
|
|
346
|
SCS Capital Management
Boston,
Massachusetts
|
$2.2M
|
–
|
–
|
–
|
|
|
347
|
Onyx Bridge Wealth Group
Tarrytown,
New York
|
$2.2M
|
-$307K
|
-7,127
|
-13%
|
|
|
348
|
Financial Network Wealth Advisors
Murray,
Utah
|
$2.17M
|
+$2.01M
|
+46,507
|
New
|
|
|
349
|
Wambolt & Associates
Littleton,
Colorado
|
$2.16M
|
+$670K
|
+15,530
|
+50%
|
|
|
350
|
MBM Wealth Consultants
Chesterfield,
Missouri
|
$2.16M
|
+$83.3K
|
+1,931
|
+4%
|
|
