|
526
|
Blue Zone Wealth Advisors
Los Angeles,
California
|
$1.13M
|
–
|
–
|
–
|
|
|
527
|
Winthrop Capital Management
Carmel,
Indiana
|
$1.13M
|
+$1.89K
|
+20
|
+0.2%
|
|
|
528
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$1.12M
|
+$594K
|
+6,291
|
+79%
|
|
|
529
|
Mission Wealth Management
Santa Barbara,
California
|
$1.12M
|
-$135K
|
-1,434
|
-12%
|
|
|
530
|
Bulwark Capital
Fernandina Beach,
Florida
|
$1.12M
|
+$49.3K
|
+522
|
+5%
|
|
|
531
|
1015 Capital Partners
Pottstown,
Pennsylvania
|
$1.11M
|
+$11.3K
|
+120
|
+1%
|
|
|
532
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$1.11M
|
+$174K
|
+1,849
|
+21%
|
|
|
533
|
21 West Wealth Management
Tustin,
California
|
$1.1M
|
-$96.9K
|
-1,027
|
-9%
|
|
|
534
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$1.1M
|
-$22.8K
|
-242
|
-2%
|
|
|
535
|
Chevy Chase Trust
Bethesda,
Maryland
|
$1.09M
|
–
|
–
|
–
|
|
|
536
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.08M
|
–
|
–
|
–
|
|
|
537
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$1.07M
|
–
|
–
|
–
|
|
|
538
|
Keel Point
Huntsville,
Alabama
|
$1.07M
|
+$985K
|
+10,443
|
New
|
|
|
539
|
OLIO Financial Planning
Mclean,
Virginia
|
$1.07M
|
-$57K
|
-604
|
-5%
|
|
|
540
|
AssetMark Inc
Concord,
California
|
$1.04M
|
+$197K
|
+2,089
|
+26%
|
|
|
541
|
Canal Capital Management
Richmond,
Virginia
|
$1.04M
|
+$26.2K
|
+278
|
+3%
|
|
|
542
|
Spectrum Planning & Advisory Services
San Diego,
California
|
$1.03M
|
-$438K
|
-4,638
|
-32%
|
|
|
543
|
Lido Advisors
Los Angeles,
California
|
$1.03M
|
+$58.5K
|
+620
|
+7%
|
|
|
544
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.02M
|
-$1.89K
|
-20
|
-0.2%
|
|
|
545
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.02M
|
-$82.1K
|
-870
|
-8%
|
|
|
546
|
NWF Advisory Services
Los Angeles,
California
|
$1.02M
|
+$19.5K
|
+207
|
+2%
|
|
|
547
|
Dana Investment Advisors
Waukesha,
Wisconsin
|
$1.02M
|
-$19.1K
|
-202
|
-2%
|
|
|
548
|
Pure Financial Advisors
San Diego,
California
|
$1.02M
|
-$29.3K
|
-311
|
-3%
|
|
|
549
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.01M
|
+$6.79K
|
+72
|
+0.7%
|
|
|
550
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$1M
|
-$2.83K
|
-30
|
-0.3%
|
|
