|
1801
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$725K
|
-$4.33K
|
-13
|
-0.7%
|
|
|
1802
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$725K
|
-$29.3K
|
-88
|
-5%
|
|
|
1803
|
Purkiss Capital Advisors
Ridgefield,
Connecticut
|
$724K
|
+$50K
|
+150
|
+9%
|
|
|
1804
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$724K
|
+$138K
|
+415
|
+29%
|
|
|
1805
|
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
|
$722K
|
–
|
–
|
–
|
|
|
1806
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$721K
|
+$119K
|
+358
|
+24%
|
|
|
1807
|
Pacifica Partners
Surrey,
Canada
|
$718K
|
+$21.3K
|
+64
|
+4%
|
|
|
1808
|
Copperwynd Financial
Scottsdale,
Arizona
|
$718K
|
-$218K
|
-655
|
-26%
|
|
|
1809
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$716K
|
+$615K
|
+1,845
|
New
|
|
|
1810
|
Summit Financial Strategies
Columbus,
Ohio
|
$716K
|
-$11K
|
-33
|
-2%
|
|
|
1811
|
Westmount Partners
Los Angeles,
California
|
$713K
|
+$1.33K
|
+4
|
+0.2%
|
|
|
1812
|
Raleigh Capital Management
Cary,
North Carolina
|
$713K
|
-$28.3K
|
-85
|
-4%
|
|
|
1813
|
Vicus Capital
State College,
Pennsylvania
|
$713K
|
+$94.3K
|
+283
|
+18%
|
|
|
1814
|
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
|
$710K
|
-$30.7K
|
-92
|
-5%
|
|
|
1815
|
Impact Capital Partners
Greenwood Village,
Colorado
|
$708K
|
+$32.7K
|
+98
|
+6%
|
|
|
1816
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$707K
|
+$49.3K
|
+148
|
+9%
|
|
|
1817
|
Fagan Associates
Troy,
New York
|
$707K
|
-$25K
|
-75
|
-4%
|
|
|
1818
|
Strategic Investment Advisors
Farmington Hills,
Michigan
|
$705K
|
+$40K
|
+120
|
+7%
|
|
|
1819
|
Meriwether Wealth & Planning
Minden,
Louisiana
|
$705K
|
-$1K
|
-3
|
-0.2%
|
|
|
1820
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$705K
|
–
|
–
|
–
|
|
|
1821
|
CTC Alternative Strategies
Chicago,
Illinois
|
$703K
|
+$603K
|
+1,810
|
New
|
|
|
1822
|
Lakewood Asset Management
Naperville,
Illinois
|
$700K
|
+$667
|
+2
|
+0.1%
|
|
|
1823
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$700K
|
-$62.3K
|
-187
|
-9%
|
|
|
1824
|
Aprio Wealth Management
Atlanta,
Georgia
|
$699K
|
-$52.7K
|
-158
|
-8%
|
|
|
1825
|
Violich Capital Management
San Francisco,
California
|
$699K
|
+$600K
|
+1,800
|
New
|
|
