|
851
|
US Financial Advisors
Braintree,
Massachusetts
|
$581K
|
–
|
–
|
–
|
|
|
852
|
Monterey Private Wealth
Monterey,
California
|
$580K
|
+$221K
|
+3,017
|
+62%
|
|
|
853
|
KilterHowling LLC
Boulder,
Colorado
|
$580K
|
+$575K
|
+7,853
|
New
|
|
|
854
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$575K
|
-$161K
|
-2,206
|
-22%
|
|
|
855
|
Ruedi Wealth Management
Champaign,
Illinois
|
$575K
|
+$87.1K
|
+1,190
|
+18%
|
|
|
856
|
Investment Advisory Group
Hanover,
Massachusetts
|
$574K
|
+$36.7K
|
+502
|
+7%
|
|
|
857
|
Opes Wealth Management
Menlo Park,
California
|
$573K
|
-$103K
|
-1,406
|
-15%
|
|
|
858
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$569K
|
-$185K
|
-2,531
|
-25%
|
|
|
859
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$568K
|
-$346K
|
-4,723
|
-38%
|
|
|
860
|
Mountain Pacific Investment Advisers
Boise,
Idaho
|
$568K
|
-$25.6K
|
-350
|
-4%
|
|
|
861
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$568K
|
+$123K
|
+1,679
|
+28%
|
|
|
862
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$567K
|
+$439
|
+6
|
+0.1%
|
|
|
863
|
Access Financial Services
Minneapolis,
Minnesota
|
$566K
|
+$24.1K
|
+329
|
+4%
|
|
|
864
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$565K
|
–
|
–
|
–
|
|
|
865
|
DeDora Capital
Napa,
California
|
$563K
|
-$157K
|
-2,151
|
-22%
|
|
|
866
|
Claro Advisors
Boston,
Massachusetts
|
$563K
|
+$1.83K
|
+25
|
+0.3%
|
|
|
867
|
Sunbelt Securities
Houston,
Texas
|
$560K
|
+$31.3K
|
+428
|
+6%
|
|
|
868
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$557K
|
+$63.6K
|
+869
|
+13%
|
|
|
869
|
Eclectic Associates
Fullerton,
California
|
$548K
|
+$544K
|
+7,428
|
New
|
|
|
870
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$544K
|
+$293K
|
+3,998
|
+119%
|
|
|
871
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$542K
|
-$1.83K
|
-25
|
-0.3%
|
|
|
872
|
Sandbox Financial Partners
Bethesda,
Maryland
|
$538K
|
+$16.5K
|
+225
|
+3%
|
|
|
873
|
Arrowroot Family Office
Marina Del Rey,
California
|
$538K
|
+$534K
|
+7,291
|
New
|
|
|
874
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$538K
|
+$14.3K
|
+196
|
+3%
|
|
|
875
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$537K
|
-$2.71K
|
-37
|
-0.5%
|
|
