|
901
|
WealthSource Partners
San Luis Obispo,
California
|
$1.21M
|
+$695K
|
+14,223
|
+136%
|
|
|
902
|
Inverness Counsel
New York
|
$1.21M
|
–
|
–
|
–
|
|
|
903
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.21M
|
+$1.2M
|
+24,585
|
New
|
|
|
904
|
Bulltick Wealth Management
Miami,
Florida
|
$1.2M
|
+$1.2M
|
+24,489
|
New
|
|
|
905
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.2M
|
–
|
–
|
–
|
|
|
906
|
TrueWealth Advisors
Birmingham,
Alabama
|
$1.2M
|
+$1.17M
|
+23,869
|
New
|
|
|
907
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$1.2M
|
-$266K
|
-5,439
|
-18%
|
|
|
908
|
AMI Investment Management
Kendallville,
Indiana
|
$1.2M
|
+$11K
|
+225
|
+0.9%
|
|
|
909
|
QCM Cayman
Houston,
Texas
|
$1.19M
|
+$919K
|
+18,819
|
+348%
|
|
|
910
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$1.19M
|
+$90.3K
|
+1,849
|
+8%
|
|
|
911
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.19M
|
+$162K
|
+3,313
|
+16%
|
|
|
912
|
Financial Partners Capital Management
New York
|
$1.19M
|
+$43.8K
|
+896
|
+4%
|
|
|
913
|
Macquarie Group
Sydney, NSW 2000,
Australia
|
$1.19M
|
-$15M
|
-306,050
|
Closed
|
|
|
914
|
Lido Advisors
Los Angeles,
California
|
$1.18M
|
+$205K
|
+4,194
|
+21%
|
|
|
915
|
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
$1.18M
|
+$32.1K
|
+657
|
+3%
|
|
|
916
|
Centaurus Financial
Anaheim,
California
|
$1.18M
|
+$145K
|
+2,959
|
+14%
|
|
|
917
|
Soltis Investment Advisors
St. George,
Utah
|
$1.16M
|
-$23.4K
|
-478
|
-2%
|
|
|
918
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$1.16M
|
+$231K
|
+4,727
|
+25%
|
|
|
919
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$1.16M
|
+$411K
|
+8,409
|
+56%
|
|
|
920
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$1.16M
|
+$15.3K
|
+313
|
+1%
|
|
|
921
|
Clarius Group LLC
Seattle,
Washington
|
$1.16M
|
+$344K
|
+7,047
|
+42%
|
|
|
922
|
Navalign LLC
Encino,
California
|
$1.16M
|
+$1.15M
|
+23,550
|
New
|
|
|
923
|
Retirement Group
San Diego,
California
|
$1.16M
|
-$34.1K
|
-697
|
-3%
|
|
|
924
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$1.15M
|
-$249K
|
-5,087
|
-18%
|
|
|
925
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$1.14M
|
-$191K
|
-3,908
|
-14%
|
|
