|
351
|
Orser Capital Management
Southlake,
Texas
|
$1.11M
|
+$93.2K
|
+1,700
|
+9%
|
|
|
352
|
Edge Capital Group
Atlanta,
Georgia
|
$1.11M
|
–
|
–
|
–
|
|
|
353
|
Equitable Holdings
New York
|
$1.1M
|
+$308K
|
+5,614
|
+39%
|
|
|
354
|
Stokes Family Office
New Orleans,
Louisiana
|
$1.1M
|
+$667K
|
+12,172
|
+156%
|
|
|
355
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$1.09M
|
–
|
–
|
–
|
|
|
356
|
55I LLC
Boston,
Massachusetts
|
$1.08M
|
+$390K
|
+7,116
|
+57%
|
|
|
357
|
Executive Wealth Group
Kirkland,
Washington
|
$1.08M
|
–
|
–
|
–
|
|
|
358
|
Davidson Investment Advisors
Great Falls,
Montana
|
$1.07M
|
+$1.07M
|
+19,460
|
New
|
|
|
359
|
Ropes Wealth Advisors
Boston,
Massachusetts
|
$1.07M
|
–
|
–
|
–
|
|
|
360
|
Sonata Capital Group
Seattle,
Washington
|
$1.06M
|
+$87.7K
|
+1,600
|
+9%
|
|
|
361
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.04M
|
-$46.9K
|
-856
|
-4%
|
|
|
362
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.04M
|
+$1.04M
|
+19,012
|
New
|
|
|
363
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$1.04M
|
+$103K
|
+1,887
|
+11%
|
|
|
364
|
Verity Asset Management
Durham,
North Carolina
|
$1.03M
|
-$49.8K
|
-909
|
-5%
|
|
|
365
|
Blue Barn Wealth
Orem,
Utah
|
$1.03M
|
-$425K
|
-7,754
|
-29%
|
|
|
366
|
Laidlaw Wealth Management
New York City,
New York
|
$1.02M
|
+$1.02M
|
+18,638
|
New
|
|
|
367
|
Investment Advisory Group
Hanover,
Massachusetts
|
$1.02M
|
+$1.05M
|
+19,191
|
New
|
|
|
368
|
Geneos Wealth Management
Englewood,
Colorado
|
$1.02M
|
-$67.6K
|
-1,233
|
-6%
|
|
|
369
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.02M
|
-$241K
|
-4,407
|
-19%
|
|
|
370
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.02M
|
+$109K
|
+1,998
|
+12%
|
|
|
371
|
AMI Investment Management
Kendallville,
Indiana
|
$1.01M
|
-$54.4K
|
-993
|
-5%
|
|
|
372
|
IFG Advisory
Atlanta,
Georgia
|
$1.01M
|
+$251K
|
+4,573
|
+33%
|
|
|
373
|
Fiduciary Trust
Boston,
Massachusetts
|
$1M
|
+$34.8K
|
+635
|
+4%
|
|
|
374
|
Fifth Third Securities
Cincinnati,
Ohio
|
$999K
|
-$92.1K
|
-1,680
|
-8%
|
|
|
375
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$998K
|
+$289K
|
+5,267
|
+41%
|
|
