|
1076
|
ArchPoint Investors
Coral Gables,
Florida
|
$1.6M
|
–
|
–
|
–
|
|
|
1077
|
Patten & Patten
Chattanooga,
Tennessee
|
$1.6M
|
+$266K
|
+1,006
|
+22%
|
|
|
1078
|
Patten Group
Chattanooga,
Tennessee
|
$1.6M
|
-$4.5K
|
-17
|
-0.3%
|
|
|
1079
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$1.6M
|
+$57.6K
|
+218
|
+4%
|
|
|
1080
|
Forte Asset Management
Bedford,
New York
|
$1.6M
|
-$304K
|
-1,150
|
-17%
|
|
|
1081
|
Delta Investment Management
San Francisco,
California
|
$1.6M
|
+$28.6K
|
+108
|
+2%
|
|
|
1082
|
Upper Left Wealth Management
Tampa,
Florida
|
$1.6M
|
-$77K
|
-291
|
-5%
|
|
|
1083
|
Coldstream Capital Management
Bellevue,
Washington
|
$1.59M
|
+$270K
|
+1,021
|
+23%
|
|
|
1084
|
Kimelman & Baird
New York
|
$1.58M
|
–
|
–
|
–
|
|
|
1085
|
Genesis Wealth Advisors
Braintree,
Massachusetts
|
$1.58M
|
–
|
–
|
–
|
|
|
1086
|
|
$1.58M
|
+$102K
|
+387
|
+8%
|
|
|
1087
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$1.58M
|
–
|
–
|
–
|
|
|
1088
|
Tradewinds LLC
Raleigh,
North Carolina
|
$1.57M
|
+$223K
|
+842
|
+18%
|
|
|
1089
|
Hudson Capital Management
Ramsey,
New Jersey
|
$1.57M
|
-$17.5K
|
-66
|
-1%
|
|
|
1090
|
Cozad Asset Management
Champaign,
Illinois
|
$1.57M
|
+$287K
|
+1,084
|
+25%
|
|
|
1091
|
OFC Financial Planning
Short Hills,
New Jersey
|
$1.57M
|
-$4.5K
|
-17
|
-0.3%
|
|
|
1092
|
Bogart Wealth LLC
Mclean,
Virginia
|
$1.56M
|
+$242K
|
+914
|
+20%
|
|
|
1093
|
Bastion Asset Management
Montreal,
Canada
|
$1.56M
|
+$1.43M
|
+5,421
|
New
|
|
|
1094
|
PDS Planning
Dublin,
Ohio
|
$1.56M
|
+$123K
|
+467
|
+9%
|
|
|
1095
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$1.56M
|
+$21.2K
|
+80
|
+2%
|
|
|
1096
|
Mainstream Capital Management
Los Angeles,
California
|
$1.55M
|
-$57.4K
|
-217
|
-4%
|
|
|
1097
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.55M
|
+$7.67K
|
+29
|
+0.5%
|
|
|
1098
|
Madison Wealth Partners
Madison,
Wisconsin
|
$1.54M
|
+$41.3K
|
+156
|
+3%
|
|
|
1099
|
Montecito Bank & Trust
Santa Barbara,
California
|
$1.54M
|
-$29.4K
|
-111
|
-2%
|
|
|
1100
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$1.53M
|
–
|
–
|
–
|
|
