|
1851
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$47K
|
-$7.88K
|
-36
|
-14%
|
|
|
1852
|
Pin Oak Investment Advisors
Houston,
Texas
|
$46.3K
|
-$39K
|
-178
|
-45%
|
|
|
1853
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$45.1K
|
+$876
|
+4
|
+2%
|
|
|
1854
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$43.2K
|
–
|
–
|
–
|
|
|
1855
|
AmeriFlex Group
Las Vegas,
Nevada
|
$42.9K
|
+$30.4K
|
+139
|
+221%
|
|
|
1856
|
WealthCollab
Bellevue,
Washington
|
$42.5K
|
–
|
–
|
–
|
|
|
1857
|
Family Legacy Financial Solutions
Cary,
North Carolina
|
$41.7K
|
+$219
|
+1
|
+0.5%
|
|
|
1858
|
Bell Investment Advisors
Oakland,
California
|
$41.7K
|
-$876
|
-4
|
-2%
|
|
|
1859
|
Wolff Wiese Magana
Carslbad,
California
|
$41.5K
|
+$12.5K
|
+57
|
+41%
|
|
|
1860
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$39.8K
|
+$3.5K
|
+16
|
+9%
|
|
|
1861
|
Valued Wealth Advisors
Holladay,
Utah
|
$39.7K
|
+$1.75K
|
+8
|
+4%
|
|
|
1862
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$38.5K
|
+$6.35K
|
+29
|
+19%
|
|
|
1863
|
Adalta Capital Management
New York
|
$37.8K
|
+$39K
|
+178
|
New
|
|
|
1864
|
Albion Financial Group
Salt Lake City,
Utah
|
$37.1K
|
+$219
|
+1
|
+0.6%
|
|
|
1865
|
Silicon Valley Capital Partners
San Jose,
California
|
$36.9K
|
+$219
|
+1
|
+0.6%
|
|
|
1866
|
Coston McIsaac & Partners
Bar Harbor,
Maine
|
$35K
|
–
|
–
|
–
|
|
|
1867
|
Crowley Wealth Management
Wilmington,
Delaware
|
$32.7K
|
+$33.7K
|
+154
|
New
|
|
|
1868
|
Painted Porch Advisors
Santa Barbara,
California
|
$32.5K
|
–
|
–
|
–
|
|
|
1869
|
Creekmur Asset Management
Morton,
Illinois
|
$32.3K
|
–
|
–
|
–
|
|
|
1870
|
First United Bank & Trust
Oakland,
Maryland
|
$32.3K
|
–
|
–
|
–
|
|
|
1871
|
WFA of San Diego
San Diego,
California
|
$32.3K
|
–
|
–
|
–
|
|
|
1872
|
GoalVest Advisory
New York
|
$31.9K
|
–
|
–
|
–
|
|
|
1873
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$31.9K
|
+$5.47K
|
+25
|
+20%
|
|
|
1874
|
Washington Trust Advisors
Wellesley,
Massachusetts
|
$30.4K
|
–
|
–
|
–
|
|
|
1875
|
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
$30.2K
|
–
|
–
|
–
|
|
