|
651
|
Independent Family Office
Albany,
New York
|
$922K
|
–
|
–
|
–
|
|
|
652
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$912K
|
-$90.9K
|
-1,190
|
-9%
|
|
|
653
|
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
$908K
|
-$93.2K
|
-1,220
|
-9%
|
|
|
654
|
Belpointe Asset Management
Reno,
Nevada
|
$907K
|
-$2.45M
|
-32,093
|
-73%
|
|
|
655
|
Presidio Capital Management
San Diego,
California
|
$907K
|
+$18.9K
|
+248
|
+2%
|
|
|
656
|
AMI Investment Management
Kendallville,
Indiana
|
$904K
|
-$514K
|
-6,721
|
-36%
|
|
|
657
|
TAGStone Capital
Charlotte,
North Carolina
|
$902K
|
+$353K
|
+4,614
|
+62%
|
|
|
658
|
TruWealth Advisors
Metairie,
Louisiana
|
$894K
|
-$287K
|
-3,761
|
-24%
|
|
|
659
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$888K
|
+$466K
|
+6,104
|
+106%
|
|
|
660
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$885K
|
–
|
–
|
–
|
|
|
661
|
Ridgewood Investments
Springfield,
New Jersey
|
$880K
|
-$60.1K
|
-786
|
-6%
|
|
|
662
|
Triad Financial Advisors
Greensboro,
North Carolina
|
$879K
|
+$898K
|
+11,747
|
New
|
|
|
663
|
Sequoia Financial Advisors
Akron,
Ohio
|
$871K
|
-$635K
|
-8,314
|
-42%
|
|
|
664
|
Barrett & Company
Providence,
Rhode Island
|
$867K
|
+$880K
|
+11,520
|
New
|
|
|
665
|
AssetMark Inc
Concord,
California
|
$860K
|
-$3.36K
|
-44
|
-0.4%
|
|
|
666
|
Baldrige Asset Management
Allentown,
Pennsylvania
|
$859K
|
-$235K
|
-3,082
|
-21%
|
|
|
667
|
KCS Wealth Advisory
Los Angeles,
California
|
$853K
|
+$36.4K
|
+476
|
+4%
|
|
|
668
|
HCR Wealth Advisors
Los Angeles,
California
|
$848K
|
–
|
–
|
–
|
|
|
669
|
Cumberland Partners
Toronto,
Ontario, Canada
|
$846K
|
+$26.7K
|
+350
|
+3%
|
|
|
670
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$843K
|
+$3.44K
|
+45
|
+0.4%
|
|
|
671
|
TrueWealth Advisors
Birmingham,
Alabama
|
$835K
|
-$31.5K
|
-412
|
-4%
|
|
|
672
|
United Bank (Virginia)
Vienna,
Virginia
|
$826K
|
-$2.98K
|
-39
|
-0.4%
|
|
|
673
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$817K
|
-$30K
|
-393
|
-3%
|
|
|
674
|
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
|
$812K
|
+$10.9K
|
+143
|
+1%
|
|
|
675
|
McCarthy Asset Management
Redwood Shores,
California
|
$810K
|
+$10.9K
|
+143
|
+1%
|
|
