|
626
|
The Family Firm
Bethesda,
Maryland
|
$1.27M
|
+$82.5K
|
+896
|
+7%
|
|
|
627
|
Hollencrest Capital Management
Newport Beach,
California
|
$1.26M
|
+$11.2K
|
+122
|
+0.9%
|
|
|
628
|
Titleist Asset Management
San Antonio,
Texas
|
$1.26M
|
+$197K
|
+2,141
|
+17%
|
|
|
629
|
International Private Wealth Advisors
San Diego,
California
|
$1.26M
|
+$1.33M
|
+14,406
|
New
|
|
|
630
|
CWC Advisors
Lake Oswego,
Oregon
|
$1.26M
|
-$929K
|
-10,089
|
-41%
|
|
|
631
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.26M
|
+$1.32M
|
+14,375
|
New
|
|
|
632
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$1.25M
|
-$314K
|
-3,413
|
-19%
|
|
|
633
|
4Wealth Advisors
Burr Ridge,
Illinois
|
$1.24M
|
+$1.31M
|
+14,211
|
New
|
|
|
634
|
Corebridge Financial
Houston,
Texas
|
$1.24M
|
–
|
–
|
–
|
|
|
635
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$1.23M
|
+$1.3M
|
+14,087
|
New
|
|
|
636
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.23M
|
+$108K
|
+1,177
|
+9%
|
|
|
637
|
WealthGarden F.S.
El Segundo,
California
|
$1.22M
|
-$303K
|
-3,290
|
-19%
|
|
|
638
|
Affinity Capital Advisors
Berkeley,
California
|
$1.21M
|
+$216K
|
+2,347
|
+20%
|
|
|
639
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$1.2M
|
-$235K
|
-2,557
|
-16%
|
|
|
640
|
Theory Financial
Fort Collins,
Colorado
|
$1.2M
|
+$163K
|
+1,773
|
+15%
|
|
|
641
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.2M
|
-$79.7K
|
-866
|
-6%
|
|
|
642
|
R.W. Roge & Company
Bohemia,
New York
|
$1.18M
|
+$1.24M
|
+13,503
|
New
|
|
|
643
|
Sentinus LLC
Oak Brook,
Illinois
|
$1.18M
|
+$558K
|
+6,061
|
+82%
|
|
|
644
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$1.16M
|
+$245K
|
+2,666
|
+25%
|
|
|
645
|
Fedenia Advisers
Madison,
Wisconsin
|
$1.15M
|
+$1.21M
|
+13,168
|
New
|
|
|
646
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$1.13M
|
+$1.19M
|
+12,935
|
New
|
|
|
647
|
Centurion Wealth Management
Mclean,
Virginia
|
$1.13M
|
-$390K
|
-4,238
|
-25%
|
|
|
648
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$1.12M
|
-$1.29M
|
-14,018
|
-52%
|
|
|
649
|
Sunbelt Securities
Houston,
Texas
|
$1.1M
|
-$4.3M
|
-46,743
|
-79%
|
|
|
650
|
Brown Advisory
Baltimore,
Maryland
|
$1.09M
|
+$89.3K
|
+970
|
+8%
|
|
