|
1351
|
SS&H Financial Advisors
Troy,
Michigan
|
$541K
|
–
|
–
|
–
|
|
|
1352
|
|
$541K
|
+$535K
|
+8,004
|
New
|
|
|
1353
|
Keating Investment Counselors
Delray Beach,
Florida
|
$541K
|
–
|
–
|
–
|
|
|
1354
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$541K
|
+$268K
|
+4,000
|
+100%
|
|
|
1355
|
Clean Yield Group
Norwich,
Vermont
|
$539K
|
+$13.9K
|
+208
|
+3%
|
|
|
1356
|
Focused Alpha LLC
Denver,
Colorado
|
$536K
|
+$530K
|
+7,932
|
New
|
|
|
1357
|
Rothschild Investment LLC
Chicago,
Illinois
|
$533K
|
-$6.55K
|
-98
|
-1%
|
|
|
1358
|
Legacy Financial Advisors
Covington,
Kentucky
|
$532K
|
+$51.6K
|
+772
|
+11%
|
|
|
1359
|
Adelphi Trust
Saint Petersburg,
Florida
|
$532K
|
+$526K
|
+7,872
|
New
|
|
|
1360
|
OneAscent Family Office
Birmingham,
Alabama
|
$532K
|
+$36.2K
|
+542
|
+7%
|
|
|
1361
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$530K
|
+$524K
|
+7,838
|
New
|
|
|
1362
|
Proficio Capital Partners
Newton,
Massachusetts
|
$527K
|
-$43.7K
|
-654
|
-8%
|
|
|
1363
|
Lifestyle Asset Management
Friendswood,
Texas
|
$526K
|
+$11.1K
|
+166
|
+2%
|
|
|
1364
|
McGlone Suttner Wealth Management
Appleton,
Wisconsin
|
$524K
|
-$27.6K
|
-412
|
-5%
|
|
|
1365
|
Facet Wealth Inc
Baltimore,
Maryland
|
$522K
|
+$142K
|
+2,124
|
+42%
|
|
|
1366
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$520K
|
-$24.6K
|
-368
|
-5%
|
|
|
1367
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$520K
|
+$16.6K
|
+248
|
+3%
|
|
|
1368
|
NWAM LLC
Mercer Island,
Washington
|
$520K
|
-$76.6K
|
-1,146
|
-14%
|
|
|
1369
|
Coppell Advisory Solutions
Coppell,
Texas
|
$519K
|
+$60.2K
|
+900
|
+13%
|
|
|
1370
|
Blossom Wealth Management
San Ramon, Ca,
California
|
$518K
|
-$10K
|
-150
|
-2%
|
|
|
1371
|
|
$516K
|
–
|
–
|
–
|
|
|
1372
|
|
$516K
|
+$5.22K
|
+78
|
+1%
|
|
|
1373
|
Grant Private Wealth Management
Pleasanton,
California
|
$514K
|
-$47.6K
|
-712
|
-9%
|
|
|
1374
|
Sargent Investment Group
Bethesda,
Maryland
|
$514K
|
+$508K
|
+7,600
|
New
|
|
|
1375
|
Rossby Financial
Melbourne,
Florida
|
$513K
|
-$334K
|
-4,998
|
-40%
|
|
