|
901
|
Circle Wealth Management
Summit,
New Jersey
|
$1.09M
|
–
|
–
|
–
|
|
|
902
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.08M
|
-$193K
|
-996
|
-15%
|
|
|
903
|
Traverso Chambers Private Wealth Management
Santa Rosa,
California
|
$1.08M
|
+$1.36K
|
+7
|
+0.1%
|
|
|
904
|
Madden Advisory Services
Jacksonville,
Florida
|
$1.07M
|
–
|
–
|
–
|
|
|
905
|
The Family Firm
Bethesda,
Maryland
|
$1.07M
|
-$62.8K
|
-324
|
-5%
|
|
|
906
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.07M
|
-$193K
|
-994
|
-15%
|
|
|
907
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.06M
|
-$27.3K
|
-141
|
-2%
|
|
|
908
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$1.06M
|
-$49.1K
|
-253
|
-4%
|
|
|
909
|
Neuberger Berman Group
New York
|
$1.05M
|
–
|
–
|
–
|
|
|
910
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.05M
|
-$8.34K
|
-43
|
-0.8%
|
|
|
911
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.05M
|
-$6.79K
|
-35
|
-0.6%
|
|
|
912
|
Shorepoint Capital Partners
Norwood,
Massachusetts
|
$1.05M
|
-$6.34M
|
-32,711
|
-86%
|
|
|
913
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.04M
|
-$64.4K
|
-332
|
-6%
|
|
|
914
|
Round Rock Advisors
Wilton,
Connecticut
|
$1.04M
|
-$46.5K
|
-240
|
-4%
|
|
|
915
|
Stableford Capital II
Scottsdale,
Arizona
|
$1.04M
|
+$1.1M
|
+5,675
|
New
|
|
|
916
|
Advisor Resource Council
Dallas,
Texas
|
$1.03M
|
+$1.06M
|
+5,489
|
New
|
|
|
917
|
Oxbow Advisors
Austin,
Texas
|
$1.03M
|
–
|
–
|
–
|
|
|
918
|
GW & Wade
Wellesley,
Massachusetts
|
$1.03M
|
+$60.9K
|
+314
|
+6%
|
|
|
919
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.02M
|
+$33.9K
|
+175
|
+3%
|
|
|
920
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.02M
|
+$1.75K
|
+9
|
+0.2%
|
|
|
921
|
Refined Wealth Management
Salt Lake City,
Utah
|
$1.02M
|
-$169K
|
-872
|
-14%
|
|
|
922
|
Virtue Capital Management
Brentwood,
Tennessee
|
$1.01M
|
+$1.07M
|
+5,538
|
New
|
|
|
923
|
Safeguard Financial
Minocqua,
Wisconsin
|
$1.01M
|
-$68.1K
|
-351
|
-6%
|
|
|
924
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.01M
|
-$72.3K
|
-373
|
-7%
|
|
|
925
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$1.01M
|
+$594K
|
+3,065
|
+137%
|
|
