|
1851
|
AIMZ Investment Advisors
Los Altos,
California
|
$331K
|
–
|
–
|
–
|
|
|
1852
|
|
$330K
|
+$340K
|
+1,526
|
New
|
|
|
1853
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$330K
|
–
|
–
|
–
|
|
|
1854
|
Ellerson Group
Annapolis,
Maryland
|
$329K
|
–
|
–
|
–
|
|
|
1855
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$329K
|
+$19.6K
|
+88
|
+6%
|
|
|
1856
|
Calton & Associates
Tampa,
Florida
|
$329K
|
-$219K
|
-986
|
-39%
|
|
|
1857
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$328K
|
–
|
–
|
–
|
|
|
1858
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$328K
|
+$54.5K
|
+245
|
+19%
|
|
|
1859
|
Sound Capital Solutions
Naples,
Florida
|
$328K
|
+$337K
|
+1,515
|
New
|
|
|
1860
|
LeClair Wealth Partners
Dublin,
Ohio
|
$327K
|
-$30.3K
|
-136
|
-8%
|
|
|
1861
|
Spinnaker Trust
Portland,
Maine
|
$327K
|
+$10.9K
|
+49
|
+3%
|
|
|
1862
|
Curated Wealth Partners
El Segundo,
California
|
$327K
|
+$336K
|
+1,509
|
New
|
|
|
1863
|
Fayez Sarofim & Co
Houston,
Texas
|
$326K
|
+$335K
|
+1,508
|
New
|
|
|
1864
|
Integrity Financial
Cheyenne,
Wyoming
|
$326K
|
-$6.67K
|
-30
|
-2%
|
|
|
1865
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$326K
|
-$20.9K
|
-94
|
-6%
|
|
|
1866
|
All Terrain Financial Advisors
Coon Rapids,
Minnesota
|
$325K
|
–
|
–
|
–
|
|
|
1867
|
Pettee Investors
Rowayton,
Connecticut
|
$325K
|
–
|
–
|
–
|
|
|
1868
|
Aspetuck Financial Management
Westport,
Connecticut
|
$324K
|
+$50.1K
|
+225
|
+18%
|
|
|
1869
|
WealthShield Partners
Cary,
North Carolina
|
$323K
|
-$492K
|
-2,213
|
-60%
|
|
|
1870
|
Monte Financial Group
Guilford,
Connecticut
|
$323K
|
+$89K
|
+400
|
+37%
|
|
|
1871
|
Strategic Wealth Partners
Independence,
Ohio
|
$322K
|
-$36.3K
|
-163
|
-10%
|
|
|
1872
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$320K
|
–
|
–
|
–
|
|
|
1873
|
McMillan Office
St. Clair Shores,
Michigan
|
$320K
|
–
|
–
|
–
|
|
|
1874
|
Smith Salley Wealth Management
Greensboro,
North Carolina
|
$319K
|
+$34.7K
|
+156
|
+12%
|
|
|
1875
|
Gryphon Financial Partners
Columbus,
Ohio
|
$318K
|
+$71K
|
+319
|
+28%
|
|
