|
351
|
Summit Financial
Parsippany,
New Jersey
|
$5.19M
|
-$16.8K
|
-156
|
-0.3%
|
|
|
352
|
Consolidated Portfolio Review Corp
Woodbury,
New York
|
$5.18M
|
+$5.28M
|
+49,069
|
New
|
|
|
353
|
Telos Capital Management
San Diego,
California
|
$5.15M
|
-$1.09M
|
-10,127
|
-17%
|
|
|
354
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$5.15M
|
+$734K
|
+6,820
|
+16%
|
|
|
355
|
B. Riley Wealth Advisors
Boca Raton,
Florida
|
$5.1M
|
+$369K
|
+3,429
|
+8%
|
|
|
356
|
|
$5.06M
|
-$2.8M
|
-26,000
|
-35%
|
|
|
357
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$5.02M
|
+$58.1K
|
+540
|
+1%
|
|
|
358
|
Biltmore Family Office
Charlotte,
North Carolina
|
$5.02M
|
–
|
–
|
–
|
|
|
359
|
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
$5M
|
-$62.9K
|
-585
|
-1%
|
|
|
360
|
Executive Wealth Management
Brighton,
Michigan
|
$4.98M
|
-$7.45M
|
-69,291
|
-59%
|
|
|
361
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$4.97M
|
+$76.9K
|
+715
|
+2%
|
|
|
362
|
Glen Eagle Advisors
Kingston,
New Jersey
|
$4.96M
|
+$221K
|
+2,056
|
+5%
|
|
|
363
|
WealthBridge Capital Management
Westerville,
Ohio
|
$4.93M
|
+$118K
|
+1,098
|
+2%
|
|
|
364
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$4.92M
|
-$65.1K
|
-605
|
-1%
|
|
|
365
|
Janus Henderson Group
London,
|
$4.91M
|
-$8.41M
|
-78,223
|
-63%
|
|
|
366
|
Sage Financial Management Group
Mclean,
Virginia
|
$4.88M
|
-$1.7M
|
-15,815
|
-25%
|
|
|
367
|
Bridgewealth Advisory Group
Fresno,
California
|
$4.85M
|
-$67.1K
|
-624
|
-1%
|
|
|
368
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$4.79M
|
–
|
–
|
–
|
|
|
369
|
Quest Investment Management
Lake Oswego,
Oregon
|
$4.77M
|
-$2.35M
|
-21,850
|
-33%
|
|
|
370
|
Caprock Group
Boise,
Idaho
|
$4.77M
|
+$609K
|
+5,664
|
+14%
|
|
|
371
|
Accel Wealth Management
Waverly,
Iowa
|
$4.72M
|
+$62.3K
|
+579
|
+1%
|
|
|
372
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$4.69M
|
-$56.3K
|
-523
|
-1%
|
|
|
373
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$4.67M
|
-$4.95K
|
-46
|
-0.1%
|
|
|
374
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$4.58M
|
-$1.53M
|
-14,224
|
-25%
|
|
|
375
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$4.57M
|
-$345K
|
-3,207
|
-7%
|
|
