|
976
|
Heritage Financial Services
Westwood,
Massachusetts
|
$805K
|
+$722K
|
+11,065
|
New
|
|
|
977
|
Bogart Wealth LLC
Mclean,
Virginia
|
$803K
|
+$3.26K
|
+50
|
+0.5%
|
|
|
978
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$801K
|
–
|
–
|
–
|
|
|
979
|
Stokes Family Office
New Orleans,
Louisiana
|
$799K
|
-$5.39M
|
-82,554
|
-88%
|
|
|
980
|
Jamison Private Wealth Management
Milton,
Georgia
|
$792K
|
–
|
–
|
–
|
|
|
981
|
Trivium Point Advisory
Westport,
Connecticut
|
$790K
|
–
|
–
|
–
|
|
|
982
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$785K
|
-$12.7K
|
-194
|
-2%
|
|
|
983
|
North Forty Two & Co
Lake Oswego,
Oregon
|
$781K
|
–
|
–
|
–
|
|
|
984
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$781K
|
-$20.9K
|
-321
|
-3%
|
|
|
985
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$774K
|
+$98.8K
|
+1,514
|
+17%
|
|
|
986
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$771K
|
–
|
–
|
–
|
|
|
987
|
Appleton Partners
Boston,
Massachusetts
|
$767K
|
-$8.35K
|
-128
|
-1%
|
|
|
988
|
Arrowroot Family Office
Marina Del Rey,
California
|
$765K
|
+$1.44K
|
+22
|
+0.2%
|
|
|
989
|
Valmark Advisers
Akron,
Ohio
|
$764K
|
+$130
|
+2
|
+0%
|
|
|
990
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$763K
|
+$7.04K
|
+108
|
+1%
|
|
|
991
|
HUB Investment Partners
Austin,
Texas
|
$762K
|
+$251K
|
+3,850
|
+58%
|
|
|
992
|
Drive Wealth Management
Lehi,
Utah
|
$759K
|
+$65
|
+1
|
+0%
|
|
|
993
|
Advance Capital Management
Southfield,
Michigan
|
$758K
|
+$24.4K
|
+374
|
+4%
|
|
|
994
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$749K
|
-$45.7K
|
-700
|
-6%
|
|
|
995
|
Keel Point
Huntsville,
Alabama
|
$748K
|
–
|
–
|
–
|
|
|
996
|
OneAscent Financial Services
Birmingham,
Alabama
|
$748K
|
-$52.5K
|
-804
|
-7%
|
|
|
997
|
Atala Financial
Calabasas,
California
|
$744K
|
–
|
–
|
–
|
|
|
998
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$742K
|
-$111K
|
-1,703
|
-14%
|
|
|
999
|
TCFG Wealth Management
Laguna Niguel,
California
|
$736K
|
+$106K
|
+1,629
|
+19%
|
|
|
1000
|
Private Client Services
Louisville,
Kentucky
|
$733K
|
+$130K
|
+1,987
|
+25%
|
|
