|
601
|
NovaPoint Capital
Atlanta,
Georgia
|
$11.2M
|
+$141K
|
+638
|
+1%
|
|
|
602
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$11.1M
|
-$111K
|
-503
|
-1%
|
|
|
603
|
Perennial Investment Advisors
Los Angeles,
California
|
$11.1M
|
-$563K
|
-2,548
|
-5%
|
|
|
604
|
Lanham O'Dell & Company
Hurricane,
West Virginia
|
$11.1M
|
+$367K
|
+1,659
|
+4%
|
|
|
605
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$11M
|
-$222K
|
-1,002
|
-2%
|
|
|
606
|
Asset Management Group
Stamford,
Connecticut
|
$11M
|
-$81.4K
|
-368
|
-0.8%
|
|
|
607
|
Chilton Investment Company
Stamford,
Connecticut
|
$10.9M
|
–
|
–
|
–
|
|
|
608
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$10.9M
|
+$3.38M
|
+15,303
|
+52%
|
|
|
609
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$10.9M
|
+$10.1M
|
+45,894
|
New
|
|
|
610
|
Carr Financial Group
Worcester,
Massachusetts
|
$10.9M
|
+$411K
|
+1,857
|
+4%
|
|
|
611
|
HeadInvest LLC
Portland,
Maine
|
$10.9M
|
-$189K
|
-857
|
-2%
|
|
|
612
|
Fayez Sarofim & Co
Houston,
Texas
|
$10.8M
|
–
|
–
|
–
|
|
|
613
|
Angeles Wealth Management
Santa Monica,
California
|
$10.8M
|
+$222K
|
+1,006
|
+2%
|
|
|
614
|
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
|
$10.8M
|
+$2.21M
|
+10,007
|
+28%
|
|
|
615
|
LJI Wealth Management
Indianapolis,
Indiana
|
$10.8M
|
-$2.59M
|
-11,716
|
-20%
|
|
|
616
|
Wedbush Securities
Los Angeles,
California
|
$10.8M
|
+$317K
|
+1,433
|
+3%
|
|
|
617
|
Sard Wealth Management Group
Atlanta,
Georgia
|
$10.7M
|
+$10M
|
+45,309
|
New
|
|
|
618
|
Prairie Sky Financial Group
Lake Bluff,
Illinois
|
$10.7M
|
-$1.28M
|
-5,791
|
-11%
|
|
|
619
|
BOK Financial
Tulsa,
Oklahoma
|
$10.7M
|
-$230K
|
-1,039
|
-2%
|
|
|
620
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$10.7M
|
+$1.55M
|
+7,017
|
+19%
|
|
|
621
|
OneAscent Financial Services
Birmingham,
Alabama
|
$10.7M
|
+$32.1K
|
+145
|
+0.3%
|
|
|
622
|
SigFig Wealth Management
San Francisco,
California
|
$10.6M
|
-$1.08M
|
-4,869
|
-9%
|
|
|
623
|
Maryland Capital Advisors
Chester,
Maryland
|
$10.6M
|
-$133K
|
-600
|
-1%
|
|
|
624
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$10.6M
|
-$2.34M
|
-10,600
|
-19%
|
|
|
625
|
Briaud Financial Planning
College Station,
Texas
|
$10.5M
|
+$2.29M
|
+10,339
|
+31%
|
|
