|
301
|
WESPAC Advisors SoCal
Pasadena,
California
|
$903K
|
-$21.6K
|
-525
|
-2%
|
|
|
302
|
Personal CFO Solutions
Chester,
New Jersey
|
$898K
|
+$890K
|
+21,684
|
New
|
|
|
303
|
Axxcess Wealth Management
Carlsbad,
California
|
$882K
|
-$375K
|
-9,135
|
-30%
|
|
|
304
|
Headlands Technologies
Chicago,
Illinois
|
$876K
|
+$764K
|
+18,596
|
+729%
|
|
|
305
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$875K
|
+$12.6K
|
+306
|
+1%
|
|
|
306
|
James Investment Research
Alpha,
Ohio
|
$857K
|
-$37.2K
|
-906
|
-4%
|
|
|
307
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$852K
|
-$263K
|
-6,410
|
-24%
|
|
|
308
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$850K
|
+$20K
|
+486
|
+2%
|
|
|
309
|
Lake Street Private Wealth
Chicago,
Illinois
|
$838K
|
+$9.24K
|
+225
|
+1%
|
|
|
310
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$833K
|
-$26.2K
|
-638
|
-3%
|
|
|
311
|
Waverly Advisors
Birmingham,
Alabama
|
$823K
|
-$2.71M
|
-65,972
|
-77%
|
|
|
312
|
Olympus Wealth Management
Cottonwood Heights,
Utah
|
$821K
|
-$270K
|
-6,565
|
-25%
|
|
|
313
|
&Partners
Nashville,
Tennessee
|
$810K
|
+$102K
|
+2,487
|
+14%
|
|
|
314
|
Kaizen Financial Strategies
Campbell,
California
|
$792K
|
-$16K
|
-390
|
-2%
|
|
|
315
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$790K
|
+$81K
|
+1,972
|
+12%
|
|
|
316
|
Whittier Trust
South Pasadena,
California
|
$788K
|
-$99.3K
|
-2,418
|
-11%
|
|
|
317
|
Fidelity International
Hamilton,
Bermuda
|
$777K
|
+$43.4K
|
+1,057
|
+6%
|
|
|
318
|
Channel Wealth
Santa Barbara,
California
|
$776K
|
-$504K
|
-12,277
|
-40%
|
|
|
319
|
Private Trust Company
Cleveland,
Ohio
|
$770K
|
+$20.3K
|
+494
|
+3%
|
|
|
320
|
Orrstown Financial Services
Harrisburg,
Pennsylvania
|
$767K
|
+$114K
|
+2,778
|
+18%
|
|
|
321
|
Chesapeake Wealth Management
Williamsburg,
Virginia
|
$764K
|
-$41.7K
|
-1,016
|
-5%
|
|
|
322
|
Summit Financial
Parsippany,
New Jersey
|
$761K
|
-$2.51M
|
-61,023
|
-77%
|
|
|
323
|
|
$754K
|
+$296K
|
+7,200
|
+65%
|
|
|
324
|
Carret Asset Management
New York
|
$750K
|
-$4.11K
|
-100
|
-0.5%
|
|
|
325
|
Cascade Financial Partners
San Diego,
California
|
$750K
|
-$83.9K
|
-2,044
|
-10%
|
|
