|
1026
|
McCarthy Asset Management
Redwood Shores,
California
|
$503K
|
+$233K
|
+3,259
|
+88%
|
|
|
1027
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$500K
|
-$52.6K
|
-735
|
-10%
|
|
|
1028
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$493K
|
+$37.5K
|
+524
|
+8%
|
|
|
1029
|
Napatree Capital
Westerly,
Rhode Island
|
$491K
|
–
|
–
|
–
|
|
|
1030
|
Abacus Planning Group
Columbia,
South Carolina
|
$487K
|
–
|
–
|
–
|
|
|
1031
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$486K
|
-$30.9K
|
-432
|
-6%
|
|
|
1032
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$485K
|
+$3.51K
|
+49
|
+0.7%
|
|
|
1033
|
Jump Financial
Chicago,
Illinois
|
$484K
|
+$481K
|
+6,722
|
New
|
|
|
1034
|
Welch & Forbes
Boston,
Massachusetts
|
$484K
|
-$23.6K
|
-330
|
-5%
|
|
|
1035
|
Palisade Asset Management
Minneapolis,
Minnesota
|
$484K
|
+$114K
|
+1,590
|
+31%
|
|
|
1036
|
Mustard Seed Financial
Magnolia,
Arkansas
|
$483K
|
-$21.1K
|
-295
|
-4%
|
|
|
1037
|
TFB Advisors
Overland Park,
Kansas
|
$479K
|
+$60.7K
|
+848
|
+15%
|
|
|
1038
|
Maia Wealth
Denver,
Colorado
|
$479K
|
+$472K
|
+6,586
|
New
|
|
|
1039
|
Enterprise Bank & Trust
Lowell,
Massachusetts
|
$476K
|
–
|
–
|
–
|
|
|
1040
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$475K
|
+$573
|
+8
|
+0.1%
|
|
|
1041
|
New Potomac Partners
Bethesda,
Maryland
|
$475K
|
+$23.6K
|
+330
|
+5%
|
|
|
1042
|
Wealth Effects
Boston,
Massachusetts
|
$472K
|
+$58.8K
|
+821
|
+14%
|
|
|
1043
|
Garrison Point Advisors
Walnut Creek,
California
|
$471K
|
+$106K
|
+1,485
|
+29%
|
|
|
1044
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$471K
|
–
|
–
|
–
|
|
|
1045
|
Arrowroot Family Office
Marina Del Rey,
California
|
$469K
|
-$118K
|
-1,649
|
-20%
|
|
|
1046
|
Country Club Bank
Kansas City,
Missouri
|
$467K
|
-$93.1K
|
-1,300
|
-17%
|
|
|
1047
|
ProVise Management Group
Clearwater,
Florida
|
$466K
|
-$33.4K
|
-466
|
-7%
|
|
|
1048
|
Lazard Asset Management
New York
|
$461K
|
–
|
–
|
–
|
|
|
1049
|
Cordant Inc
Portland,
Oregon
|
$457K
|
-$5.08K
|
-71
|
-1%
|
|
|
1050
|
NBC Securities
Birmingham,
Alabama
|
$457K
|
+$277K
|
+3,873
|
+156%
|
|
