|
401
|
CDM Financial Counseling Services
Norwich,
Connecticut
|
$9.58M
|
+$9.61M
|
+66,514
|
New
|
|
|
402
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.57M
|
-$1.69M
|
-11,677
|
-15%
|
|
|
403
|
Sage Capital Management
Stockton,
New Jersey
|
$9.57M
|
-$235K
|
-1,624
|
-2%
|
|
|
404
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$9.54M
|
-$137K
|
-950
|
-1%
|
|
|
405
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$9.52M
|
-$193K
|
-1,339
|
-2%
|
|
|
406
|
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
|
$9.51M
|
-$391K
|
-2,707
|
-4%
|
|
|
407
|
KFA Private Wealth Group
Tysons,
Virginia
|
$9.45M
|
-$226K
|
-1,562
|
-2%
|
|
|
408
|
Private Advisory Group
Redmond,
Washington
|
$9.44M
|
+$4.42M
|
+30,626
|
+88%
|
|
|
409
|
Fiduciary Group
Savannah,
Georgia
|
$9.43M
|
+$719K
|
+4,982
|
+8%
|
|
|
410
|
Zullo Investment Group
Scranton,
Pennsylvania
|
$9.41M
|
-$135K
|
-935
|
-1%
|
|
|
411
|
Narus Financial Partners
Salt Lake City,
Utah
|
$9.4M
|
-$137K
|
-948
|
-1%
|
|
|
412
|
First Merchants Corp
Muncie,
Indiana
|
$9.39M
|
+$60.7K
|
+420
|
+0.6%
|
|
|
413
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$9.36M
|
+$3.65M
|
+25,298
|
+64%
|
|
|
414
|
Belpointe Asset Management
Reno,
Nevada
|
$9.35M
|
-$955K
|
-6,612
|
-9%
|
|
|
415
|
Brookstone Capital Management
Wheaton,
Illinois
|
$9.35M
|
+$196K
|
+1,356
|
+2%
|
|
|
416
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$9.33M
|
-$160K
|
-1,111
|
-2%
|
|
|
417
|
Occidental Asset Management
Burlingame,
California
|
$9.32M
|
+$5.99M
|
+41,446
|
+178%
|
|
|
418
|
Journey Advisory Group
Covington,
Kentucky
|
$9.3M
|
+$245K
|
+1,696
|
+3%
|
|
|
419
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$9.25M
|
+$126K
|
+873
|
+1%
|
|
|
420
|
Up Capital Management
Roseville,
California
|
$9.25M
|
+$9.28M
|
+64,259
|
New
|
|
|
421
|
Natixis Advisors
Boston,
Massachusetts
|
$9.16M
|
-$484K
|
-3,350
|
-5%
|
|
|
422
|
Evercore Wealth Management
New York
|
$9.16M
|
-$849K
|
-5,876
|
-8%
|
|
|
423
|
SG Americas Securities
New York
|
$9.15M
|
-$5.51M
|
-38,167
|
-38%
|
|
|
424
|
Foronjy Financial
Santa Barbara,
California
|
$9.11M
|
-$358K
|
-2,477
|
-4%
|
|
|
425
|
Banco Santander
Madrid,
Spain
|
$9.1M
|
+$551K
|
+3,815
|
+6%
|
|
