|
351
|
BFSG LLC
Irvine,
California
|
$2.37M
|
+$169K
|
+1,486
|
+7%
|
|
|
352
|
Maridea Wealth Management
Brooklyn,
New York
|
$2.37M
|
+$43.1K
|
+378
|
+2%
|
|
|
353
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.34M
|
-$255K
|
-2,242
|
-9%
|
|
|
354
|
Sequent Planning
Omaha,
Nebraska
|
$2.33M
|
+$240K
|
+2,104
|
+11%
|
|
|
355
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$2.33M
|
+$50.8K
|
+446
|
+2%
|
|
|
356
|
KeyBank National Association
Cleveland,
Ohio
|
$2.31M
|
+$263K
|
+2,307
|
+12%
|
|
|
357
|
Novare Capital Management
Charlotte,
North Carolina
|
$2.3M
|
-$931K
|
-8,169
|
-28%
|
|
|
358
|
SMI Advisory Services
Columbus,
Indiana
|
$2.29M
|
+$1.04M
|
+9,088
|
+78%
|
|
|
359
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.27M
|
-$45.9K
|
-403
|
-2%
|
|
|
360
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.27M
|
+$75.7K
|
+664
|
+3%
|
|
|
361
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$2.27M
|
-$340K
|
-2,980
|
-12%
|
|
|
362
|
Arax Advisory Partners
Denver,
Colorado
|
$2.24M
|
+$2.2M
|
+19,310
|
+1,228%
|
|
|
363
|
First International Bank of Israel
Tel Aviv,
|
$2.22M
|
-$3.65K
|
-32
|
-0.2%
|
|
|
364
|
Pine Valley Investments
Marlton,
New Jersey
|
$2.21M
|
+$245K
|
+2,148
|
+12%
|
|
|
365
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.21M
|
-$283K
|
-2,482
|
-11%
|
|
|
366
|
Arta Finance Wealth Management
Mountain View,
California
|
$2.2M
|
+$548K
|
+4,810
|
+31%
|
|
|
367
|
Cypress Capital Group
Palm Beach,
Florida
|
$2.2M
|
+$56.4K
|
+495
|
+2%
|
|
|
368
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$2.2M
|
-$171K
|
-1,504
|
-7%
|
|
|
369
|
Symmetry Investments
St Helier,
Jersey
|
$2.2M
|
+$371K
|
+3,252
|
+19%
|
|
|
370
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$2.19M
|
-$778K
|
-6,830
|
-25%
|
|
|
371
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.18M
|
+$260K
|
+2,278
|
+13%
|
|
|
372
|
Elk River Wealth Management
Denver,
Colorado
|
$2.18M
|
+$2.31M
|
+20,303
|
New
|
|
|
373
|
Kestra Private Wealth Services
Austin,
Texas
|
$2.17M
|
-$78.1K
|
-685
|
-3%
|
|
|
374
|
Beech Hill Advisors
New York
|
$2.17M
|
+$115K
|
+1,007
|
+5%
|
|
|
375
|
Fiduciary Planning
Englewood,
Florida
|
$2.14M
|
+$138K
|
+1,215
|
+6%
|
|
