|
651
|
MA Private Wealth
San Carlos,
California
|
$1.66M
|
-$4.54M
|
-34,909
|
-74%
|
|
|
652
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$1.66M
|
-$138K
|
-1,062
|
-8%
|
|
|
653
|
Global Assets Advisory
Orlando,
Florida
|
$1.65M
|
-$382K
|
-2,939
|
-20%
|
|
|
654
|
Rockland Trust
Hanover,
Massachusetts
|
$1.63M
|
+$842K
|
+6,476
|
+118%
|
|
|
655
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$1.63M
|
+$1.56M
|
+11,982
|
New
|
|
|
656
|
Purus Wealth Management
Newport Beach,
California
|
$1.62M
|
-$16.1K
|
-124
|
-1%
|
|
|
657
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.61M
|
-$208K
|
-1,598
|
-12%
|
|
|
658
|
Conscious Wealth Investments
Coral Gables,
Florida
|
$1.61M
|
+$1.51M
|
+11,628
|
New
|
|
|
659
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.61M
|
-$42.5K
|
-327
|
-3%
|
|
|
660
|
Paragon Capital Management (Utah)
Provo,
Utah
|
$1.61M
|
+$4.81K
|
+37
|
+0.3%
|
|
|
661
|
Roman Butler Fullerton & Co
St Louis,
Missouri
|
$1.6M
|
-$22.1K
|
-170
|
-1%
|
|
|
662
|
Wilson & Boucher Capital Management
Moraga,
California
|
$1.59M
|
+$51.4K
|
+395
|
+4%
|
|
|
663
|
Central Bank & Trust
Lexington,
Kentucky
|
$1.58M
|
+$54.8K
|
+421
|
+4%
|
|
|
664
|
SageView Advisory Group
Newport Beach,
California
|
$1.58M
|
-$3.2M
|
-24,629
|
-69%
|
|
|
665
|
tru Independence
Portland,
Oregon
|
$1.58M
|
-$168K
|
-1,295
|
-10%
|
|
|
666
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$1.57M
|
+$5.72K
|
+44
|
+0.4%
|
|
|
667
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.57M
|
+$150K
|
+1,156
|
+11%
|
|
|
668
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.57M
|
-$79.5K
|
-611
|
-5%
|
|
|
669
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.56M
|
-$546K
|
-4,197
|
-27%
|
|
|
670
|
V2 Financial group
Naperville,
Illinois
|
$1.55M
|
-$54.9K
|
-422
|
-4%
|
|
|
671
|
Donaldson Capital Management
Evansville,
Indiana
|
$1.54M
|
+$1.11M
|
+8,521
|
+304%
|
|
|
672
|
Cedar Wealth Management
Walnut Creek,
California
|
$1.54M
|
-$486K
|
-3,733
|
-25%
|
|
|
673
|
Plimoth Trust
Plymouth,
Massachusetts
|
$1.54M
|
-$69.2K
|
-532
|
-5%
|
|
|
674
|
Orleans Capital Management
Mandeville,
Louisiana
|
$1.53M
|
+$840K
|
+6,455
|
+135%
|
|
|
675
|
Diligent Investors
Redlands,
California
|
$1.53M
|
-$15.5K
|
-119
|
-1%
|
|
