|
551
|
Alpha Wealth Funds
Park City,
Utah
|
$909K
|
-$117K
|
-1,148
|
-12%
|
|
|
552
|
Private Wealth Advisors (California)
Fresno,
California
|
$908K
|
-$277K
|
-2,706
|
-24%
|
|
|
553
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$907K
|
–
|
–
|
–
|
|
|
554
|
E&G Advisors
Houston,
Texas
|
$899K
|
+$30.7K
|
+300
|
+4%
|
|
|
555
|
Personal CFO Solutions
Chester,
New Jersey
|
$895K
|
+$842K
|
+8,236
|
New
|
|
|
556
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$890K
|
-$14.3K
|
-140
|
-2%
|
|
|
557
|
Axxcess Wealth Management
Carlsbad,
California
|
$886K
|
+$834K
|
+8,154
|
New
|
|
|
558
|
Moulton Wealth Management
Spokane,
Washington
|
$883K
|
+$816K
|
+7,980
|
New
|
|
|
559
|
Financial & Tax Architects
St Louis,
Missouri
|
$880K
|
+$24.3K
|
+238
|
+3%
|
|
|
560
|
Williams Jones Wealth Management
New York
|
$877K
|
–
|
–
|
–
|
|
|
561
|
Vishria Bird Financial Group
Memphis,
Tennessee
|
$876K
|
–
|
–
|
–
|
|
|
562
|
SVB Wealth
Boston,
Massachusetts
|
$863K
|
-$65.4K
|
-640
|
-7%
|
|
|
563
|
Integrity Alliance
Urbandale,
Iowa
|
$860K
|
-$138K
|
-1,346
|
-15%
|
|
|
564
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$859K
|
+$21.7K
|
+212
|
+3%
|
|
|
565
|
Keystone Wealth Services
Palm Desert,
California
|
$856K
|
+$806K
|
+7,878
|
New
|
|
|
566
|
Fulcrum Equity Management
Plano,
Texas
|
$848K
|
-$879K
|
-8,600
|
-52%
|
|
|
567
|
Clare Market Investments
Dallas,
Texas
|
$842K
|
+$177K
|
+1,728
|
+29%
|
|
|
568
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$841K
|
–
|
–
|
–
|
|
|
569
|
Ausdal Financial Partners
Davenport,
Iowa
|
$840K
|
+$135K
|
+1,318
|
+20%
|
|
|
570
|
First Foundation Advisors
Irvine,
California
|
$840K
|
+$118K
|
+1,152
|
+18%
|
|
|
571
|
Archford Capital Strategies
Swansea,
Illinois
|
$839K
|
-$1.64K
|
-16
|
-0.2%
|
|
|
572
|
Ingalls & Snyder LLC
New York
|
$834K
|
-$422K
|
-4,124
|
-35%
|
|
|
573
|
KDK Private Wealth Management
Houston,
Texas
|
$828K
|
-$26K
|
-254
|
-3%
|
|
|
574
|
Vontobel Holding
Zurich,
Switzerland
|
$818K
|
-$792K
|
-7,744
|
-51%
|
|
|
575
|
Luminist Capital
Grand Rapids,
Michigan
|
$805K
|
+$673K
|
+6,586
|
+836%
|
|
