|
1076
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$1.45M
|
–
|
–
|
–
|
|
|
1077
|
Cardinal Point Wealth Management Partners
Irvine,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
1078
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.45M
|
+$223K
|
+5,006
|
+18%
|
|
|
1079
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.45M
|
+$624
|
+14
|
+0%
|
|
|
1080
|
PFG Investments
Woodbury,
New York
|
$1.43M
|
+$1.41M
|
+31,756
|
New
|
|
|
1081
|
Advanced Research Investment Solutions
Los Angeles,
California
|
$1.43M
|
+$4.72K
|
+106
|
+0.3%
|
|
|
1082
|
Crewe Advisors
Salt Lake City,
Utah
|
$1.43M
|
-$13.9K
|
-311
|
-1%
|
|
|
1083
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$1.41M
|
+$15.8K
|
+355
|
+1%
|
|
|
1084
|
International Assets Investment Management
Orlando,
Florida
|
$1.41M
|
-$47.1K
|
-1,057
|
-3%
|
|
|
1085
|
Canal Capital Management
Richmond,
Virginia
|
$1.4M
|
-$4.45M
|
-100,003
|
-76%
|
|
|
1086
|
Magnus Financial Group
New York
|
$1.4M
|
-$29.7K
|
-667
|
-2%
|
|
|
1087
|
Verde Capital Management
Clarkston,
Michigan
|
$1.4M
|
-$348K
|
-7,823
|
-20%
|
|
|
1088
|
Arden Trust
Wilmington,
Delaware
|
$1.4M
|
-$150K
|
-3,364
|
-10%
|
|
|
1089
|
Advisory Research
Chicago,
Illinois
|
$1.39M
|
–
|
–
|
–
|
|
|
1090
|
HSBC Holdings
London,
United Kingdom
|
$1.39M
|
+$1.04M
|
+23,369
|
+316%
|
|
|
1091
|
E&G Advisors
Houston,
Texas
|
$1.39M
|
-$16K
|
-360
|
-1%
|
|
|
1092
|
Evergreen Capital Management
Bellevue,
Washington
|
$1.39M
|
+$826K
|
+18,552
|
+153%
|
|
|
1093
|
Institute for Wealth Management
Denver,
Colorado
|
$1.38M
|
+$52.2K
|
+1,171
|
+4%
|
|
|
1094
|
Childress Capital Advisors
Houston,
Texas
|
$1.38M
|
–
|
–
|
–
|
|
|
1095
|
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
|
$1.38M
|
-$1.49M
|
-33,366
|
-52%
|
|
|
1096
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.37M
|
+$15.6K
|
+350
|
+1%
|
|
|
1097
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.37M
|
-$36.2K
|
-812
|
-3%
|
|
|
1098
|
DFPG Investments
Sandy,
Utah
|
$1.37M
|
+$217K
|
+4,870
|
+19%
|
|
|
1099
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$1.36M
|
-$380K
|
-8,527
|
-22%
|
|
|
1100
|
Trek Financial
Scottsdale,
Arizona
|
$1.36M
|
+$1M
|
+22,560
|
+296%
|
|
