|
1151
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$299K
|
+$19.2K
|
+432
|
+6%
|
|
|
1152
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$299K
|
-$45
|
-1
|
-0%
|
|
|
1153
|
Paragon Private Wealth Management
Lexington,
Kentucky
|
$299K
|
+$324K
|
+7,266
|
New
|
|
|
1154
|
SageView Advisory Group
Newport Beach,
California
|
$298K
|
+$76.1K
|
+1,709
|
+31%
|
|
|
1155
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$296K
|
–
|
–
|
–
|
|
|
1156
|
Paragon Capital Management (Colorado)
Denver,
Colorado
|
$296K
|
+$3.52K
|
+79
|
+1%
|
|
|
1157
|
Ballew Advisors
Jackson,
Mississippi
|
$294K
|
+$6.68K
|
+150
|
+2%
|
|
|
1158
|
Lyell Wealth Management
Menlo Park,
California
|
$294K
|
+$318K
|
+7,143
|
New
|
|
|
1159
|
Personal CFO Solutions
Chester,
New Jersey
|
$293K
|
-$17.3K
|
-389
|
-5%
|
|
|
1160
|
J. Safra Asset Management
New York
|
$293K
|
+$123K
|
+2,751
|
+63%
|
|
|
1161
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
|
1162
|
Whipplewood Advisors
Littleton,
Colorado
|
$291K
|
-$15K
|
-336
|
-5%
|
|
|
1163
|
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
|
$290K
|
–
|
–
|
–
|
|
|
1164
|
Aprio Wealth Management
Atlanta,
Georgia
|
$290K
|
-$2.09K
|
-47
|
-0.7%
|
|
|
1165
|
Sage Investment Counsel
Franklin,
Tennessee
|
$288K
|
-$97.6K
|
-2,190
|
-24%
|
|
|
1166
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$287K
|
+$311K
|
+6,984
|
New
|
|
|
1167
|
Global Assets Advisory
Orlando,
Florida
|
$286K
|
+$336K
|
+7,531
|
New
|
|
|
1168
|
Biltmore Family Office
Charlotte,
North Carolina
|
$286K
|
–
|
–
|
–
|
|
|
1169
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$285K
|
-$19.8K
|
-445
|
-6%
|
|
|
1170
|
Convergence Financial
Columbia,
Missouri
|
$283K
|
-$3.61K
|
-81
|
-1%
|
|
|
1171
|
United Community Bank
Greenville,
South Carolina
|
$283K
|
+$34.5K
|
+775
|
+13%
|
|
|
1172
|
Quantessence Capital
New York
|
$279K
|
-$88.7K
|
-1,991
|
-23%
|
|
|
1173
|
Caldwell Trust
Venice,
Florida
|
$278K
|
+$64.1K
|
+1,439
|
+27%
|
|
|
1174
|
Apella Capital
West Hartford,
Connecticut
|
$277K
|
+$325K
|
+7,301
|
New
|
|
|
1175
|
Ritholtz Wealth Management
New York
|
$277K
|
+$49.5K
|
+1,110
|
+20%
|
|
