|
1826
|
Pettyjohn Wood & White
Lynchburg,
Virginia
|
$287K
|
–
|
–
|
–
|
|
|
1827
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$286K
|
+$265K
|
+1,686
|
New
|
|
|
1828
|
|
$285K
|
+$264K
|
+1,680
|
New
|
|
|
1829
|
Warwick Investment Management
Bryan,
Texas
|
$285K
|
+$263K
|
+1,675
|
New
|
|
|
1830
|
Platform Technology Partners
New York
|
$283K
|
+$261K
|
+1,663
|
New
|
|
|
1831
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$282K
|
-$15.1K
|
-96
|
-5%
|
|
|
1832
|
SOA Wealth Advisors
New York
|
$282K
|
+$3.3K
|
+21
|
+1%
|
|
|
1833
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$281K
|
+$260K
|
+1,657
|
New
|
|
|
1834
|
Lodestone Wealth Management
Spokane,
Washington
|
$280K
|
-$203K
|
-1,291
|
-44%
|
|
|
1835
|
Insight Advisors
Newtown,
Pennsylvania
|
$280K
|
+$259K
|
+1,649
|
New
|
|
|
1836
|
Asset Dedication LLC
San Francisco,
California
|
$280K
|
+$14.9K
|
+95
|
+6%
|
|
|
1837
|
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
$279K
|
-$47.1K
|
-300
|
-15%
|
|
|
1838
|
Strategic Advocates
Logan,
Utah
|
$278K
|
+$34.1K
|
+217
|
+15%
|
|
|
1839
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$278K
|
+$38.6K
|
+246
|
+18%
|
|
|
1840
|
Little House Capital
Braintree,
Massachusetts
|
$277K
|
–
|
–
|
–
|
|
|
1841
|
Bay Colony Advisors
Concord,
Massachusetts
|
$277K
|
+$256K
|
+1,629
|
New
|
|
|
1842
|
WealthPLAN Partners
Omaha,
Nebraska
|
$276K
|
+$255K
|
+1,622
|
New
|
|
|
1843
|
Traveka Wealth
Los Altos,
California
|
$275K
|
+$254K
|
+1,620
|
New
|
|
|
1844
|
OneAscent Family Office
Birmingham,
Alabama
|
$275K
|
+$254K
|
+1,618
|
New
|
|
|
1845
|
DBK Financial Counsel
Cuyahoga Falls,
Ohio
|
$272K
|
+$251K
|
+1,600
|
New
|
|
|
1846
|
Middleton & Co
Boston,
Massachusetts
|
$272K
|
+$251K
|
+1,600
|
New
|
|
|
1847
|
SkyOak Wealth
Southfield,
Michigan
|
$268K
|
-$193K
|
-1,227
|
-44%
|
|
|
1848
|
Riverstone Advisors
New Braunfels,
Texas
|
$265K
|
+$245K
|
+1,562
|
New
|
|
|
1849
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$265K
|
+$245K
|
+1,560
|
New
|
|
|
1850
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$265K
|
+$245K
|
+1,557
|
New
|
|
