|
1751
|
Momentum Wealth Planning
Estero,
Florida
|
$840K
|
-$2.07M
|
-2,319
|
-70%
|
|
|
1752
|
Chesley Taft & Associates
Chicago,
Illinois
|
$840K
|
-$15.2K
|
-17
|
-2%
|
|
|
1753
|
Liberty Wealth Management
Oakland,
California
|
$836K
|
+$10.7K
|
+12
|
+1%
|
|
|
1754
|
Aspiriant LLC
Los Angeles,
California
|
$834K
|
-$10.7K
|
-12
|
-1%
|
|
|
1755
|
Orca Investment Management
Roseburg,
Oregon
|
$833K
|
–
|
–
|
–
|
|
|
1756
|
Regatta Capital Group
El Segundo,
California
|
$832K
|
-$1.78K
|
-2
|
-0.2%
|
|
|
1757
|
Washington Trust
Westerly,
Rhode Island
|
$832K
|
+$76.7K
|
+86
|
+10%
|
|
|
1758
|
Goldenstone Wealth Management
El Dorado Hills,
California
|
$829K
|
-$7.14K
|
-8
|
-0.8%
|
|
|
1759
|
Hegarty Advisors
Garden City,
New York
|
$828K
|
–
|
–
|
–
|
|
|
1760
|
Cordatus Wealth Management
Newtown,
Pennsylvania
|
$827K
|
+$42.8K
|
+48
|
+5%
|
|
|
1761
|
Garrett Wealth Advisory Group
Weatherford,
Texas
|
$827K
|
+$137K
|
+154
|
+19%
|
|
|
1762
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$825K
|
-$740K
|
-829
|
-46%
|
|
|
1763
|
Prostatis Group
Hanover,
Maryland
|
$823K
|
-$21.4K
|
-24
|
-2%
|
|
|
1764
|
Peregrine Asset Advisers
Portland,
Oregon
|
$822K
|
+$44.6K
|
+50
|
+5%
|
|
|
1765
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$821K
|
-$90.1K
|
-101
|
-9%
|
|
|
1766
|
Wilson & Boucher Capital Management
Moraga,
California
|
$819K
|
+$7.14K
|
+8
|
+0.8%
|
|
|
1767
|
Carlson Financial
Canby,
Oregon
|
$818K
|
-$5.35K
|
-6
|
-0.6%
|
|
|
1768
|
Clearwave Capital
Upland,
California
|
$817K
|
+$3.57K
|
+4
|
+0.4%
|
|
|
1769
|
Bay Colony Advisors
Concord,
Massachusetts
|
$816K
|
+$1.78K
|
+2
|
+0.2%
|
|
|
1770
|
WealthBridge Capital Management
Westerville,
Ohio
|
$816K
|
+$103K
|
+115
|
+14%
|
|
|
1771
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$815K
|
+$4.46K
|
+5
|
+0.5%
|
|
|
1772
|
One Capital Management
Westlake Village,
California
|
$815K
|
+$156K
|
+175
|
+22%
|
|
|
1773
|
Douglas Lane & Associates
New York
|
$814K
|
-$94.6K
|
-106
|
-10%
|
|
|
1774
|
WealthShield Partners
Cary,
North Carolina
|
$813K
|
+$40.1K
|
+45
|
+5%
|
|
|
1775
|
Cambient Family Office
Ada,
Michigan
|
$813K
|
+$224K
|
+251
|
+35%
|
|
