|
1751
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$300K
|
+$396
|
+1
|
+0.1%
|
|
|
1752
|
Rice Partnership
Honolulu,
Hawaii
|
$300K
|
–
|
–
|
–
|
|
|
1753
|
American National Bank & Trust
Wichita Falls,
Texas
|
$300K
|
+$30.9K
|
+78
|
+12%
|
|
|
1754
|
Holistic Planning
Nacogdoches,
Texas
|
$300K
|
-$7.52K
|
-19
|
-2%
|
|
|
1755
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$299K
|
-$56.6K
|
-143
|
-16%
|
|
|
1756
|
Sovran Advisors
San Diego,
California
|
$299K
|
+$39.6K
|
+100
|
+14%
|
|
|
1757
|
Fielder Capital Group
Nashville,
Tennessee
|
$298K
|
+$4.35K
|
+11
|
+1%
|
|
|
1758
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$298K
|
–
|
–
|
–
|
|
|
1759
|
|
$298K
|
+$6.73K
|
+17
|
+2%
|
|
|
1760
|
Investment Advisory Group
Hanover,
Massachusetts
|
$297K
|
+$11.1K
|
+28
|
+4%
|
|
|
1761
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$296K
|
+$295K
|
+746
|
New
|
|
|
1762
|
Calamos Wealth Management
Naperville,
Illinois
|
$295K
|
+$23.7K
|
+60
|
+9%
|
|
|
1763
|
Capstone Investment Advisors
New York
|
$295K
|
+$294K
|
+743
|
New
|
|
|
1764
|
Ninepoint Partners
Toronto,
Ontario, Canada
|
$294K
|
+$293K
|
+741
|
New
|
|
|
1765
|
NIA Impact Advisors
Berkeley,
California
|
$294K
|
-$1.33M
|
-3,348
|
-82%
|
|
|
1766
|
Kiley Juergens Wealth Management
Olympia,
Washington
|
$293K
|
-$1.58K
|
-4
|
-0.5%
|
|
|
1767
|
American Money Management
Rancho Santa Fe,
California
|
$292K
|
-$13.5K
|
-34
|
-4%
|
|
|
1768
|
Barton Investment Management
West Conshohocken,
Pennsylvania
|
$292K
|
–
|
–
|
–
|
|
|
1769
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$291K
|
-$1.09M
|
-2,761
|
-79%
|
|
|
1770
|
Steigerwald Gordon & Koch
Leesburg,
Virginia
|
$290K
|
–
|
–
|
–
|
|
|
1771
|
Muirfield Wealth Advisors
Charlotte,
North Carolina
|
$290K
|
+$1.19K
|
+3
|
+0.4%
|
|
|
1772
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$290K
|
-$38.4K
|
-97
|
-12%
|
|
|
1773
|
AWM Capital
Phoenix,
Arizona
|
$289K
|
+$288K
|
+728
|
New
|
|
|
1774
|
Principal Street Partners
Memphis,
Tennessee
|
$289K
|
+$396
|
+1
|
+0.1%
|
|
|
1775
|
TCI Wealth Advisors
Tucson,
Arizona
|
$289K
|
-$1.58K
|
-4
|
-0.5%
|
|
