|
1026
|
Financial Perspectives
Minneapolis,
Minnesota
|
$128K
|
+$9.59K
|
+81
|
+8%
|
|
|
1027
|
Whittier Trust
South Pasadena,
California
|
$128K
|
+$48.4K
|
+409
|
+57%
|
|
|
1028
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$127K
|
+$5.92K
|
+50
|
+5%
|
|
|
1029
|
WealthCollab
Bellevue,
Washington
|
$127K
|
–
|
–
|
–
|
|
|
1030
|
UMB Bank
Kansas City,
Missouri
|
$125K
|
-$12.7K
|
-107
|
-9%
|
|
|
1031
|
Webster Bank
Waterbury,
Connecticut
|
$116K
|
–
|
–
|
–
|
|
|
1032
|
Orion Capital Management
Coronado,
California
|
$113K
|
+$118K
|
+1,000
|
New
|
|
|
1033
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$112K
|
+$116K
|
+983
|
New
|
|
|
1034
|
Granite FO LLC
Bedford,
New Hampshire
|
$111K
|
–
|
–
|
–
|
|
|
1035
|
Paladin Advisory Group
Clive,
Iowa
|
$108K
|
–
|
–
|
–
|
|
|
1036
|
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
|
$106K
|
-$10.5K
|
-89
|
-9%
|
|
|
1037
|
GeoWealth Management
Chicago,
Illinois
|
$105K
|
-$10.9K
|
-92
|
-9%
|
|
|
1038
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$102K
|
-$26.5K
|
-224
|
-20%
|
|
|
1039
|
Tidemark
San Diego,
California
|
$96.1K
|
–
|
–
|
–
|
|
|
1040
|
Traub Capital Management
Needham,
Massachusetts
|
$95.6K
|
+$99.8K
|
+843
|
New
|
|
|
1041
|
Gitterman Wealth Management
Edison,
New Jersey
|
$94.9K
|
+$99.1K
|
+837
|
New
|
|
|
1042
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$94.6K
|
-$14.9K
|
-126
|
-13%
|
|
|
1043
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$87.2K
|
+$84.3K
|
+712
|
New
|
|
|
1044
|
J. Safra Asset Management
New York
|
$79.4K
|
–
|
–
|
–
|
|
|
1045
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$78.5K
|
+$81.9K
|
+692
|
New
|
|
|
1046
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$76.9K
|
–
|
–
|
–
|
|
|
1047
|
Wolff Wiese Magana
Carslbad,
California
|
$76.1K
|
-$29.6K
|
-250
|
-27%
|
|
|
1048
|
Vision Financial Markets
Stamford,
Connecticut
|
$73.7K
|
–
|
–
|
–
|
|
|
1049
|
Redwood Park Advisors
Redwood City,
California
|
$72.9K
|
–
|
–
|
–
|
|
|
1050
|
Highline Wealth Partners
Sherman Oaks,
California
|
$70.9K
|
+$33.1K
|
+280
|
+81%
|
|
