|
1651
|
Optimize Financial
Laguna Hills,
California
|
$1.57M
|
+$1.45M
|
1
|
0.82%
|
New
|
|
|
1652
|
Wealth Alliance Advisory Group
Wichita,
Kansas
|
$1.56M
|
+$1.11M
|
1
|
0.28%
|
Increased
|
|
|
1653
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$1.56M
|
+$916K
|
1
|
0.48%
|
New
|
|
|
1654
|
Intellectus Partners
San Francisco,
California
|
$1.55M
|
+$648K
|
1
|
0.3%
|
Increased
|
|
|
1655
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.55M
|
-$49.5K
|
1
|
0.04%
|
Reduced
|
|
|
1656
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.55M
|
-$70.2K
|
1
|
0.23%
|
Reduced
|
|
|
1657
|
ANB Bank
Denver,
Colorado
|
$1.55M
|
+$318K
|
1
|
0.63%
|
Increased
|
|
|
1658
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$1.55M
|
-$38.2K
|
1
|
0.51%
|
Reduced
|
|
|
1659
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.55M
|
+$146K
|
1
|
0.3%
|
Increased
|
|
|
1660
|
|
$1.54M
|
-$13.8K
|
2
|
0.13%
|
Reduced
|
|
|
1661
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.54M
|
+$27.7K
|
1
|
0.24%
|
Increased
|
|
|
1662
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$1.54M
|
+$10.5K
|
1
|
0.19%
|
Increased
|
|
|
1663
|
Capital Group Investment Management
Raffles Quay,
Singapore
|
$1.54M
|
+$1.43M
|
1
|
0.26%
|
New
|
|
|
1664
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.52M
|
+$6.54K
|
1
|
0.65%
|
Increased
|
|
|
1665
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$1.52M
|
$0
|
1
|
0.29%
|
Maintained
|
|
|
1666
|
Great Diamond Partners
Portland,
Maine
|
$1.52M
|
+$107K
|
1
|
0.3%
|
Increased
|
|
|
1667
|
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
$1.52M
|
+$165K
|
2
|
0.5%
|
Increased
|
|
|
1668
|
Herbst Group
Westport,
Connecticut
|
$1.52M
|
+$777K
|
1
|
0.94%
|
Increased
|
|
|
1669
|
Liberty Wealth Management
Oakland,
California
|
$1.51M
|
+$4.97K
|
1
|
0.21%
|
Increased
|
|
|
1670
|
Armstrong Fleming & Moore
Washington,
District of Columbia
|
$1.51M
|
$0
|
1
|
0.72%
|
Maintained
|
|
|
1671
|
Summit Asset Management
Memphis,
Tennessee
|
$1.51M
|
$0
|
1
|
0.23%
|
Maintained
|
|
|
1672
|
Lewis Asset Management
Lafayette,
California
|
$1.51M
|
+$343K
|
3
|
0.62%
|
Increased
|
|
|
1673
|
Equitable Trust
Nashville,
Tennessee
|
$1.51M
|
-$43.5K
|
1
|
0.07%
|
Reduced
|
|
|
1674
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.51M
|
+$139K
|
1
|
0.26%
|
Increased
|
|
|
1675
|
Legacy Financial Advisors
Covington,
Kentucky
|
$1.5M
|
-$730K
|
1
|
0.21%
|
Reduced
|
|
