|
426
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$310K
|
-$6.4M
|
-145,173
|
-96%
|
|
|
427
|
Joel Isaacson & Co
New York
|
$309K
|
+$793
|
+18
|
+0.3%
|
|
|
428
|
Liberty Capital Management
Birmingham,
Michigan
|
$309K
|
–
|
–
|
–
|
|
|
429
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$306K
|
–
|
–
|
–
|
|
|
430
|
Facet Wealth Inc
Baltimore,
Maryland
|
$305K
|
–
|
–
|
–
|
|
|
431
|
Vawter Financial
Columbus,
Ohio
|
$304K
|
+$293K
|
+6,644
|
New
|
|
|
432
|
Wealthstream Advisors
New York
|
$300K
|
–
|
–
|
–
|
|
|
433
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$299K
|
–
|
–
|
–
|
|
|
434
|
Shearwater Capital
Denver,
Colorado
|
$285K
|
-$142K
|
-3,220
|
-34%
|
|
|
435
|
Dopkins Wealth Management
Williamsville,
New York
|
$285K
|
-$8.41K
|
-191
|
-3%
|
|
|
436
|
CPA Asset Management
West Palm Beach,
Florida
|
$284K
|
–
|
–
|
–
|
|
|
437
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$280K
|
-$3.48K
|
-79
|
-1%
|
|
|
438
|
CWS Financial Advisors
Kalamazoo,
Michigan
|
$278K
|
+$22.7K
|
+516
|
+9%
|
|
|
439
|
Core Wealth Management
Jupiter,
Florida
|
$277K
|
–
|
–
|
–
|
|
|
440
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$273K
|
–
|
–
|
–
|
|
|
441
|
Oakworth Capital
Birmingham,
Alabama
|
$272K
|
+$262K
|
+5,954
|
New
|
|
|
442
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$272K
|
-$28K
|
-636
|
-10%
|
|
|
443
|
Ascent Group
Virginia Beach,
Virginia
|
$269K
|
-$11.1K
|
-252
|
-4%
|
|
|
444
|
Rossby Financial
Melbourne,
Florida
|
$262K
|
–
|
–
|
–
|
|
|
445
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$262K
|
-$7.53K
|
-171
|
-3%
|
|
|
446
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$258K
|
-$96.7K
|
-2,194
|
-28%
|
|
|
447
|
Heritage Wealth Management (California)
San Diego,
California
|
$254K
|
-$11.2K
|
-255
|
-4%
|
|
|
448
|
Emprise Bank
Wichita,
Kansas
|
$254K
|
–
|
–
|
–
|
|
|
449
|
Family Office Research
Bethesda,
Maryland
|
$248K
|
+$132
|
+3
|
+0.1%
|
|
|
450
|
Essex Financial Services
Essex,
Connecticut
|
$239K
|
–
|
–
|
–
|
|
