|
1051
|
First United Bank & Trust
Oakland,
Maryland
|
$597K
|
+$81.5K
|
+366
|
+17%
|
|
|
1052
|
Defined Wealth Management
Beaverton,
Oregon
|
$594K
|
–
|
–
|
–
|
|
|
1053
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$591K
|
+$23.6K
|
+106
|
+4%
|
|
|
1054
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$589K
|
+$87.5K
|
+393
|
+19%
|
|
|
1055
|
West Oak Capital
Westlake Village,
California
|
$588K
|
+$563K
|
+2,530
|
+214%
|
|
|
1056
|
Savant Capital
Rockford,
Illinois
|
$587K
|
+$13.6K
|
+61
|
+3%
|
|
|
1057
|
Weatherly Asset Management
Del Mar,
California
|
$585K
|
–
|
–
|
–
|
|
|
1058
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$580K
|
-$223
|
-1
|
-0%
|
|
|
1059
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$578K
|
+$69.5K
|
+312
|
+15%
|
|
|
1060
|
Stokes Family Office
New Orleans,
Louisiana
|
$576K
|
+$515K
|
+2,311
|
New
|
|
|
1061
|
CAZ Investments
Houston,
Texas
|
$574K
|
+$534K
|
+2,400
|
New
|
|
|
1062
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$573K
|
-$23.6K
|
-106
|
-4%
|
|
|
1063
|
REDW Wealth
Albuquerque,
New Mexico
|
$572K
|
+$69K
|
+310
|
+15%
|
|
|
1064
|
Legacy Bridge
West Des Moines,
Iowa
|
$572K
|
+$119K
|
+535
|
+29%
|
|
|
1065
|
AssetMark Inc
Concord,
California
|
$568K
|
-$284K
|
-1,276
|
-35%
|
|
|
1066
|
CGN Advisors
Manhattan,
Kansas
|
$566K
|
+$42.8K
|
+192
|
+9%
|
|
|
1067
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$564K
|
-$13.8K
|
-62
|
-3%
|
|
|
1068
|
Elevated Capital Advisors
Sandy,
Utah
|
$564K
|
+$56.3K
|
+253
|
+13%
|
|
|
1069
|
Fairfield, Bush & Co
Darien,
Connecticut
|
$563K
|
+$267K
|
+1,200
|
+104%
|
|
|
1070
|
Voloridge Investment Management
Jupiter,
Florida
|
$562K
|
-$135M
|
-607,816
|
-100%
|
|
|
1071
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$562K
|
-$75K
|
-337
|
-13%
|
|
|
1072
|
East Coast Asset Management
Essex,
Massachusetts
|
$558K
|
–
|
–
|
–
|
|
|
1073
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$552K
|
-$12.9K
|
-58
|
-2%
|
|
|
1074
|
Ferris Capital
Marlborough,
Massachusetts
|
$548K
|
+$255K
|
+1,144
|
+100%
|
|
|
1075
|
Corbett Road Capital Management
Mclean,
Virginia
|
$547K
|
-$59.2K
|
-266
|
-10%
|
|
