|
651
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.71M
|
-$200K
|
-1,831
|
-7%
|
|
|
652
|
Cannell & Spears
New York
|
$2.71M
|
-$442K
|
-4,038
|
-15%
|
|
|
653
|
One Day In July LLC
Burlington,
Vermont
|
$2.71M
|
+$23K
|
+210
|
+0.9%
|
|
|
654
|
SOA Wealth Advisors
New York
|
$2.7M
|
-$141K
|
-1,287
|
-5%
|
|
|
655
|
Institute for Wealth Management
Denver,
Colorado
|
$2.68M
|
-$1.75M
|
-15,981
|
-42%
|
|
|
656
|
Affiance Financial
St. Louis Park,
Minnesota
|
$2.68M
|
+$85.1K
|
+777
|
+4%
|
|
|
657
|
|
$2.67M
|
-$1.14M
|
-10,368
|
-32%
|
|
|
658
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$2.67M
|
+$723K
|
+6,607
|
+42%
|
|
|
659
|
Bayshore Capital Advisors
Tampa,
Florida
|
$2.67M
|
–
|
–
|
–
|
|
|
660
|
Sovereign Financial Group
Stamford,
Connecticut
|
$2.67M
|
-$44.1K
|
-403
|
-2%
|
|
|
661
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$2.67M
|
+$219K
|
+2,000
|
+10%
|
|
|
662
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$2.66M
|
+$31.4K
|
+287
|
+1%
|
|
|
663
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.66M
|
-$233K
|
-2,124
|
-9%
|
|
|
664
|
Next Capital Management
New York
|
$2.65M
|
–
|
–
|
–
|
|
|
665
|
Pathway Financial Advisors
South Burlington,
Vermont
|
$2.65M
|
+$32.4K
|
+296
|
+1%
|
|
|
666
|
KDK Private Wealth Management
Houston,
Texas
|
$2.65M
|
-$133K
|
-1,217
|
-5%
|
|
|
667
|
Concord Wealth Partners
Abingdon,
Virginia
|
$2.64M
|
+$1.41M
|
+12,867
|
+139%
|
|
|
668
|
EntreWealth
Austin,
Texas
|
$2.64M
|
-$38.4K
|
-351
|
-2%
|
|
|
669
|
Dunhill Financial
London,
United Kingdom
|
$2.6M
|
-$22.8K
|
-208
|
-0.9%
|
|
|
670
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$2.6M
|
+$74.5K
|
+680
|
+3%
|
|
|
671
|
Signature Equity Partners
Columbus,
Ohio
|
$2.58M
|
-$50.1K
|
-458
|
-2%
|
|
|
672
|
CDKV Holdings
Denver,
Colorado
|
$2.58M
|
-$438
|
-4
|
-0%
|
|
|
673
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.57M
|
+$176K
|
+1,603
|
+8%
|
|
|
674
|
|
$2.56M
|
+$2.74K
|
+25
|
+0.1%
|
|
|
675
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$2.53M
|
-$89.9K
|
-821
|
-4%
|
|
