|
551
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.2M
|
-$40K
|
-591
|
-3%
|
|
|
552
|
Good Life Advisors
Reading,
Pennsylvania
|
$1.2M
|
-$572K
|
-8,467
|
-33%
|
|
|
553
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.19M
|
-$733K
|
-10,845
|
-39%
|
|
|
554
|
SWMG LLC
Fort Worth,
Texas
|
$1.19M
|
+$74K
|
+1,095
|
+7%
|
|
|
555
|
Newfound Research
Wellesley Hills,
Massachusetts
|
$1.19M
|
+$1.16M
|
+17,230
|
New
|
|
|
556
|
Transcend Capital Advisors
Madison,
New Jersey
|
$1.19M
|
-$380K
|
-5,614
|
-25%
|
|
|
557
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$1.18M
|
-$6.29M
|
-93,000
|
-85%
|
|
|
558
|
Cassaday & Co
Mclean,
Virginia
|
$1.18M
|
-$244K
|
-3,613
|
-18%
|
|
|
559
|
Tri-Star Advisors
Houston,
Texas
|
$1.17M
|
-$2.5M
|
-36,971
|
-70%
|
|
|
560
|
Two Sigma Securities
New York
|
$1.17M
|
+$824K
|
+12,187
|
+262%
|
|
|
561
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$1.16M
|
-$68.2K
|
-1,009
|
-6%
|
|
|
562
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$1.13M
|
-$88M
|
-1,302,155
|
-99%
|
|
|
563
|
First Business Financial Services
Madison,
Wisconsin
|
$1.12M
|
+$20.7K
|
+306
|
+2%
|
|
|
564
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.11M
|
-$70.8K
|
-1,047
|
-6%
|
|
|
565
|
Investors Financial Group
Plymouth,
Minnesota
|
$1.1M
|
-$50.2K
|
-742
|
-4%
|
|
|
566
|
Renasant Bank
Tupelo,
Mississippi
|
$1.1M
|
-$24.7K
|
-366
|
-2%
|
|
|
567
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.1M
|
-$65.7K
|
-972
|
-6%
|
|
|
568
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$1.09M
|
-$226K
|
-3,338
|
-17%
|
|
|
569
|
|
$1.09M
|
-$1.92M
|
-28,396
|
-64%
|
|
|
570
|
McDonald Partners
Cleveland,
Ohio
|
$1.08M
|
+$5.48K
|
+81
|
+0.5%
|
|
|
571
|
Fort Point Capital Partners
San Francisco,
California
|
$1.06M
|
-$163K
|
-2,406
|
-14%
|
|
|
572
|
Elevated Capital Advisors
Sandy,
Utah
|
$1.05M
|
-$92.5K
|
-1,368
|
-9%
|
|
|
573
|
JT Stratford LLC
Gainesville,
Georgia
|
$1.04M
|
-$379K
|
-5,600
|
-27%
|
|
|
574
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.03M
|
+$67.1K
|
+992
|
+7%
|
|
|
575
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.03M
|
+$73.6K
|
+1,088
|
+8%
|
|
