|
826
|
Sovereign Financial Group
Stamford,
Connecticut
|
$915K
|
+$156K
|
+742
|
+21%
|
|
|
827
|
Pinion Investment Advisors
Wichita,
Kansas
|
$913K
|
-$25.3K
|
-120
|
-3%
|
|
|
828
|
XML Financial
Bethesda,
Maryland
|
$912K
|
-$31.2K
|
-148
|
-3%
|
|
|
829
|
Rex Capital Advisors
Providence,
Rhode Island
|
$910K
|
–
|
–
|
–
|
|
|
830
|
Arden Trust
Wilmington,
Delaware
|
$896K
|
-$278K
|
-1,320
|
-24%
|
|
|
831
|
Caliber Wealth Management (Utah)
Orem,
Utah
|
$895K
|
+$44.2K
|
+210
|
+5%
|
|
|
832
|
Private Ocean
San Rafael,
California
|
$893K
|
-$211
|
-1
|
-0%
|
|
|
833
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$892K
|
–
|
–
|
–
|
|
|
834
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$879K
|
+$508K
|
+2,411
|
+142%
|
|
|
835
|
Citadel Advisors
Miami,
Florida
|
$875K
|
-$409K
|
-1,941
|
-32%
|
|
|
836
|
World Investment Advisors
Santa Barbara,
California
|
$872K
|
+$54.1K
|
+257
|
+7%
|
|
|
837
|
Lee, Danner & Bass
Nashville,
Tennessee
|
$868K
|
–
|
–
|
–
|
|
|
838
|
Cary Street Partners Asset Management
Richmond,
Virginia
|
$865K
|
+$8.64K
|
+41
|
+1%
|
|
|
839
|
Atlanta Financial Associates
Atlanta,
Georgia
|
$862K
|
+$6.74K
|
+32
|
+0.7%
|
|
|
840
|
Everhart Financial Group
Dublin,
Ohio
|
$860K
|
+$49.9K
|
+237
|
+6%
|
|
|
841
|
Archford Capital Strategies
Swansea,
Illinois
|
$854K
|
+$25.7K
|
+122
|
+3%
|
|
|
842
|
Logan Capital Management
Newtown Square,
Pennsylvania
|
$854K
|
+$224K
|
+1,065
|
+36%
|
|
|
843
|
Valeo Financial Advisors
Carmel,
Indiana
|
$853K
|
-$53.1K
|
-252
|
-6%
|
|
|
844
|
Financial Life Advisors
San Antonio,
Texas
|
$852K
|
-$48.9K
|
-232
|
-6%
|
|
|
845
|
Beam Wealth Advisors
Covington,
Louisiana
|
$842K
|
+$58.6K
|
+278
|
+8%
|
|
|
846
|
Ziegler Capital Management
Chicago,
Illinois
|
$833K
|
–
|
–
|
–
|
|
|
847
|
1ST Source Bank
South Bend,
Indiana
|
$833K
|
+$123K
|
+585
|
+18%
|
|
|
848
|
Donor Advised Charitable Giving
San Francisco,
California
|
$830K
|
+$87.2K
|
+414
|
+12%
|
|
|
849
|
Rinet Company
Boston,
Massachusetts
|
$830K
|
+$816K
|
+3,875
|
New
|
|
|
850
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$829K
|
+$12K
|
+57
|
+1%
|
|
