|
1051
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$210K
|
+$184K
|
+2,193
|
New
|
|
|
1052
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$209K
|
+$195K
|
+2,321
|
New
|
|
|
1053
|
Belpointe Asset Management
Reno,
Nevada
|
$208K
|
+$183K
|
+2,181
|
New
|
|
|
1054
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$208K
|
+$183K
|
+2,179
|
New
|
|
|
1055
|
PGGM Investments
Zeist,
Netherlands
|
$208K
|
+$182K
|
+2,172
|
New
|
|
|
1056
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$207K
|
+$182K
|
+2,165
|
New
|
|
|
1057
|
Revisor Wealth Management
Akron,
Ohio
|
$206K
|
+$202K
|
+2,400
|
New
|
|
|
1058
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$205K
|
-$72.7K
|
-866
|
-27%
|
|
|
1059
|
Apella Capital
West Hartford,
Connecticut
|
$202K
|
+$182K
|
+2,172
|
New
|
|
|
1060
|
Personal CFO Solutions
Chester,
New Jersey
|
$201K
|
+$177K
|
+2,108
|
New
|
|
|
1061
|
Catalyst Financial Partners
Boston,
Massachusetts
|
$201K
|
+$193K
|
+2,302
|
New
|
|
|
1062
|
Hendershot Investments
Centreville,
Virginia
|
$201K
|
–
|
–
|
–
|
|
|
1063
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$201K
|
+$176K
|
+2,100
|
New
|
|
|
1064
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$197K
|
–
|
–
|
–
|
|
|
1065
|
WhitTier Trust Company
Reno,
Nevada
|
$195K
|
+$46.9K
|
+558
|
+38%
|
|
|
1066
|
Advisornet Financial
Minnetonka,
Minnesota
|
$193K
|
-$7.9K
|
-94
|
-4%
|
|
|
1067
|
Global Retirement Partners
San Rafael,
California
|
$187K
|
+$1.85K
|
+22
|
+1%
|
|
|
1068
|
Broadwater Capital
Boston,
Massachusetts
|
$183K
|
–
|
–
|
–
|
|
|
1069
|
CVA Family Office
Denver,
Colorado
|
$180K
|
–
|
–
|
–
|
|
|
1070
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$174K
|
-$15K
|
-178
|
-9%
|
|
|
1071
|
Close Asset Management
London,
United Kingdom
|
$174K
|
–
|
–
|
–
|
|
|
1072
|
Accordant Advisory Group
Annapolis,
Maryland
|
$174K
|
+$153K
|
+1,816
|
New
|
|
|
1073
|
Alta Advisers
London,
United Kingdom
|
$172K
|
–
|
–
|
–
|
|
|
1074
|
Caldwell Trust
Venice,
Florida
|
$172K
|
–
|
–
|
–
|
|
|
1075
|
Addison Advisors
Middlebury,
Vermont
|
$168K
|
+$8.23K
|
+98
|
+6%
|
|
