|
601
|
Capasso Planning Partners
Charleston,
South Carolina
|
$1.08M
|
+$301K
|
+8,106
|
+44%
|
|
|
602
|
Cypress Capital Group
Palm Beach,
Florida
|
$1.07M
|
-$15.7K
|
-422
|
-2%
|
|
|
603
|
Stone Summit Wealth
Miami,
Florida
|
$1.06M
|
-$26K
|
-700
|
-3%
|
|
|
604
|
Heritage Wealth Partners
Dublin,
Ohio
|
$1.05M
|
+$967K
|
+26,062
|
New
|
|
|
605
|
Vontobel Holding
Zurich,
Switzerland
|
$1.05M
|
+$609K
|
+16,420
|
+171%
|
|
|
606
|
First Horizon Advisors
Memphis,
Tennessee
|
$1.05M
|
-$40.4K
|
-1,090
|
-4%
|
|
|
607
|
Merit Financial Group
Alpharetta,
Georgia
|
$1.05M
|
-$9.57K
|
-258
|
-1%
|
|
|
608
|
Jefferies Financial Group
New York
|
$1.05M
|
-$364K
|
-9,822
|
-27%
|
|
|
609
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$1.05M
|
+$68.8K
|
+1,854
|
+8%
|
|
|
610
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$1.04M
|
+$160K
|
+4,304
|
+20%
|
|
|
611
|
BFSG LLC
Irvine,
California
|
$1.04M
|
+$12.1K
|
+326
|
+1%
|
|
|
612
|
Stamos Capital Partners
Menlo Park,
California
|
$1.04M
|
-$320K
|
-8,620
|
-25%
|
|
|
613
|
Samalin Investment Counsel
Chappaqua,
New York
|
$1.04M
|
-$223
|
-6
|
-0%
|
|
|
614
|
Telos Capital Management
San Diego,
California
|
$1.03M
|
-$26.3K
|
-708
|
-3%
|
|
|
615
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$1.03M
|
-$341K
|
-9,200
|
-26%
|
|
|
616
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.03M
|
-$33.2K
|
-894
|
-3%
|
|
|
617
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$1.03M
|
+$603K
|
+16,248
|
+175%
|
|
|
618
|
CRA Financial Services
Northfield,
New Jersey
|
$1.02M
|
+$37.8K
|
+1,020
|
+4%
|
|
|
619
|
NWAM LLC
Mercer Island,
Washington
|
$1.02M
|
+$934K
|
+25,176
|
New
|
|
|
620
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$1.01M
|
+$99.6K
|
+2,686
|
+12%
|
|
|
621
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$1.01M
|
-$47.5K
|
-1,280
|
-5%
|
|
|
622
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.01M
|
-$87.4K
|
-2,356
|
-9%
|
|
|
623
|
Allie Family Office
Miami,
Florida
|
$1.01M
|
+$93.2K
|
+2,512
|
+11%
|
|
|
624
|
Stegent Equity Advisors
Houston,
Texas
|
$1M
|
+$922K
|
+24,842
|
New
|
|
|
625
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$1M
|
+$74.6K
|
+2,010
|
+9%
|
|
