|
1051
|
Values Added Financial
Washington,
District of Columbia
|
$738K
|
+$1.57K
|
+2
|
+0.3%
|
|
|
1052
|
Institute for Wealth Management
Denver,
Colorado
|
$734K
|
–
|
–
|
–
|
|
|
1053
|
PAX Financial Group
San Antonio,
Texas
|
$732K
|
-$18.9K
|
-24
|
-3%
|
|
|
1054
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$730K
|
+$87.3K
|
+111
|
+17%
|
|
|
1055
|
Challenger Wealth Management
Aliso Viejo,
California
|
$729K
|
-$47.2K
|
-60
|
-7%
|
|
|
1056
|
Welch & Forbes
Boston,
Massachusetts
|
$726K
|
–
|
–
|
–
|
|
|
1057
|
BankPlus Trust Department
Jackson,
Mississippi
|
$717K
|
+$563K
|
+716
|
+2,864%
|
|
|
1058
|
Investment Research Partners
Lemont,
Pennsylvania
|
$716K
|
+$526K
|
+669
|
New
|
|
|
1059
|
First Business Financial Services
Madison,
Wisconsin
|
$713K
|
–
|
–
|
–
|
|
|
1060
|
Stokes Family Office
New Orleans,
Louisiana
|
$713K
|
+$38.5K
|
+49
|
+7%
|
|
|
1061
|
Northside Capital Management
Hood River,
Oregon
|
$713K
|
-$786
|
-1
|
-0.1%
|
|
|
1062
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$708K
|
+$168K
|
+214
|
+41%
|
|
|
1063
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$707K
|
+$218K
|
+277
|
+61%
|
|
|
1064
|
OneAscent Investment Solutions
Birmingham,
Alabama
|
$703K
|
-$91.2K
|
-116
|
-14%
|
|
|
1065
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$700K
|
–
|
–
|
–
|
|
|
1066
|
Prelude Capital Management
New York
|
$697K
|
-$141K
|
-180
|
-20%
|
|
|
1067
|
Cornerstone Select Advisors
St. Louis,
Missouri
|
$694K
|
+$57.4K
|
+73
|
+11%
|
|
|
1068
|
Cedar Wealth Management
Walnut Creek,
California
|
$692K
|
–
|
–
|
–
|
|
|
1069
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$691K
|
–
|
–
|
–
|
|
|
1070
|
Sweeney & Michel
Chico,
California
|
$687K
|
+$786
|
+1
|
+0.1%
|
|
|
1071
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$686K
|
–
|
–
|
–
|
|
|
1072
|
Gallacher Capital Management
Lone Tree,
Colorado
|
$685K
|
+$193K
|
+246
|
+53%
|
|
|
1073
|
Ingalls & Snyder LLC
New York
|
$683K
|
-$78.6K
|
-100
|
-12%
|
|
|
1074
|
Auxier Asset Management
Aurora,
Oregon
|
$681K
|
+$27.5K
|
+35
|
+5%
|
|
|
1075
|
DecisionMap Wealth Management
Great Falls,
Virginia
|
$680K
|
-$31.4K
|
-40
|
-5%
|
|
