|
1026
|
Mission Wealth Management
Santa Barbara,
California
|
$705K
|
+$32.3K
|
+206
|
+5%
|
|
|
1027
|
Lindbrook Capital
Calabasas,
California
|
$695K
|
+$5.02K
|
+32
|
+0.8%
|
|
|
1028
|
New England Research & Management
Chicago,
Illinois
|
$690K
|
-$19.6K
|
-125
|
-3%
|
|
|
1029
|
Adams Chetwood Wealth Management
Durham,
North Carolina
|
$689K
|
+$664K
|
+4,236
|
New
|
|
|
1030
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$686K
|
+$42K
|
+268
|
+7%
|
|
|
1031
|
Personal CFO Solutions
Chester,
New Jersey
|
$685K
|
+$662K
|
+4,221
|
New
|
|
|
1032
|
|
$683K
|
+$658K
|
+4,198
|
New
|
|
|
1033
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$676K
|
+$571K
|
+3,644
|
New
|
|
|
1034
|
Integrated Advisors Network
Dallas,
Texas
|
$676K
|
+$651K
|
+4,155
|
New
|
|
|
1035
|
Avantax Planning Partners
Dubuque,
Iowa
|
$674K
|
-$10.5K
|
-67
|
-2%
|
|
|
1036
|
INVST
Indianapolis,
Indiana
|
$668K
|
+$7.52K
|
+48
|
+1%
|
|
|
1037
|
Procyon Advisors
Shelton,
Connecticut
|
$667K
|
+$643K
|
+4,099
|
New
|
|
|
1038
|
Berry Group
Worcester,
Massachusetts
|
$667K
|
+$643K
|
+4,104
|
New
|
|
|
1039
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$664K
|
-$16.3K
|
-104
|
-2%
|
|
|
1040
|
Clearstead Advisors
Cleveland,
Ohio
|
$659K
|
+$210K
|
+1,340
|
+49%
|
|
|
1041
|
CSat Investment Advisory
Detroit,
Michigan
|
$658K
|
+$29.6K
|
+189
|
+5%
|
|
|
1042
|
Tidal Investments
Milwaukee,
Wisconsin
|
$655K
|
+$29.6K
|
+189
|
+5%
|
|
|
1043
|
Blue Edge Capital
Richmond,
Virginia
|
$653K
|
-$167K
|
-1,067
|
-21%
|
|
|
1044
|
Permanens Capital
New York
|
$651K
|
-$314K
|
-2,000
|
-33%
|
|
|
1045
|
Ceeto Capital Group
Coral Gables,
Florida
|
$651K
|
–
|
–
|
–
|
|
|
1046
|
Lazard Asset Management
New York
|
$650K
|
+$78.1K
|
+498
|
+14%
|
|
|
1047
|
Cornell Pochily Investment Advisors
Ithaca,
New York
|
$648K
|
-$7.84K
|
-50
|
-1%
|
|
|
1048
|
Bristlecone Advisors
Bellevue,
Washington
|
$648K
|
+$624K
|
+3,983
|
New
|
|
|
1049
|
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
$645K
|
+$50.6K
|
+323
|
+9%
|
|
|
1050
|
Optimum Investment Advisors
Chicago,
Illinois
|
$641K
|
+$74.1K
|
+473
|
+14%
|
|
