|
201
|
TSA Wealth Management
Houston,
Texas
|
$1.18M
|
-$56K
|
-984
|
-4%
|
|
|
202
|
Orcam Financial Group
Encinitas,
California
|
$1.14M
|
+$7.8K
|
+137
|
+0.7%
|
|
|
203
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$1.11M
|
–
|
–
|
–
|
|
|
204
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.08M
|
+$28.6K
|
+503
|
+3%
|
|
|
205
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.05M
|
-$12.7K
|
-223
|
-1%
|
|
|
206
|
Hicks Capital Management
Columbus,
Ohio
|
$1.04M
|
+$88.2K
|
+1,550
|
+9%
|
|
|
207
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.03M
|
+$276K
|
+4,856
|
+35%
|
|
|
208
|
CoreCap Advisors
Southfield,
Michigan
|
$1M
|
-$55.5K
|
-976
|
-5%
|
|
|
209
|
World Investment Advisors
Santa Barbara,
California
|
$1M
|
+$1.02M
|
+18,004
|
New
|
|
|
210
|
Clarion Wealth Managment Partners
Fairfax,
Virginia
|
$990K
|
-$117K
|
-2,053
|
-10%
|
|
|
211
|
L.J. Altfest & Co
New York
|
$946K
|
-$121K
|
-2,118
|
-11%
|
|
|
212
|
Werba Rubin Papier Wealth Management
San Jose,
California
|
$942K
|
+$8.54K
|
+150
|
+0.9%
|
|
|
213
|
Holistic Planning
Nacogdoches,
Texas
|
$934K
|
+$235K
|
+4,121
|
+33%
|
|
|
214
|
|
$934K
|
+$952K
|
+16,731
|
New
|
|
|
215
|
Independence Bank of Kentucky
Owensboro,
Kentucky
|
$928K
|
-$172K
|
-3,028
|
-15%
|
|
|
216
|
Farther Finance Advisors
San Francisco,
California
|
$915K
|
-$59.8K
|
-1,050
|
-6%
|
|
|
217
|
Vanguard Group
Malvern,
Pennsylvania
|
$898K
|
+$68.5K
|
+1,203
|
+8%
|
|
|
218
|
PeakShares LLC
Tampa,
Florida
|
$884K
|
+$902K
|
+15,849
|
New
|
|
|
219
|
Fiduciary Financial Group
San Rafael,
California
|
$867K
|
+$884K
|
+15,539
|
New
|
|
|
220
|
Alesco Advisors
Pittsford,
New York
|
$843K
|
+$484K
|
+8,512
|
+129%
|
|
|
221
|
Entrust Financial
Wayne,
Pennsylvania
|
$841K
|
+$857K
|
+15,063
|
New
|
|
|
222
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$835K
|
-$1.49M
|
-26,207
|
-64%
|
|
|
223
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$831K
|
+$848K
|
+14,896
|
New
|
|
|
224
|
WealthShield Partners
Cary,
North Carolina
|
$830K
|
+$190K
|
+3,345
|
+29%
|
|
|
225
|
Prosperity Bancshares
Houston,
Texas
|
$829K
|
+$846K
|
+14,864
|
New
|
|
