|
1026
|
Farmers & Merchants Trust Company
Long Beach,
California
|
$220K
|
+$207K
|
+4,428
|
New
|
|
|
1027
|
Willis Johnson & Associates
Houston,
Texas
|
$219K
|
+$206K
|
+4,407
|
New
|
|
|
1028
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$218K
|
+$205K
|
+4,388
|
New
|
|
|
1029
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$216K
|
+$204K
|
+4,352
|
New
|
|
|
1030
|
Presidio Capital Management
San Diego,
California
|
$216K
|
-$36.6K
|
-782
|
-15%
|
|
|
1031
|
ARK & TLK Investments
Oklahoma City,
Oklahoma
|
$215K
|
+$203K
|
+4,335
|
New
|
|
|
1032
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$215K
|
+$203K
|
+4,329
|
New
|
|
|
1033
|
Trilogy Capital
Irvine,
California
|
$214K
|
+$202K
|
+4,314
|
New
|
|
|
1034
|
Code Waechter
Tampa,
Florida
|
$211K
|
+$199K
|
+4,250
|
New
|
|
|
1035
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$210K
|
+$198K
|
+4,232
|
New
|
|
|
1036
|
Spinnaker Investment Group
Newport Beach,
California
|
$210K
|
+$198K
|
+4,224
|
New
|
|
|
1037
|
Parsons Capital Management
Providence,
Rhode Island
|
$209K
|
+$197K
|
+4,204
|
New
|
|
|
1038
|
Evolution Wealth Advisors
Aventura,
Florida
|
$208K
|
+$196K
|
+4,190
|
New
|
|
|
1039
|
Roger Wittlin Investment Advisory
San Francisco,
California
|
$208K
|
+$196K
|
+4,178
|
New
|
|
|
1040
|
Alpha Cubed Investments
Irvine,
California
|
$207K
|
-$67.7K
|
-1,446
|
-26%
|
|
|
1041
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$206K
|
+$196K
|
+4,184
|
New
|
|
|
1042
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$206K
|
-$44.4K
|
-948
|
-19%
|
|
|
1043
|
Stone Summit Wealth
Miami,
Florida
|
$206K
|
+$194K
|
+4,142
|
New
|
|
|
1044
|
Beacon Financial Advisory
Cleveland,
Ohio
|
$206K
|
+$194K
|
+4,141
|
New
|
|
|
1045
|
Naples Global Advisors
Naples,
Florida
|
$206K
|
+$194K
|
+4,136
|
New
|
|
|
1046
|
Vaughan David Investments
Peoria,
Illinois
|
$204K
|
+$192K
|
+4,100
|
New
|
|
|
1047
|
Advantage Trust Company
Salina,
Kansas
|
$204K
|
–
|
–
|
–
|
|
|
1048
|
Wiser Wealth Management
Marietta,
Georgia
|
$203K
|
+$191K
|
+4,080
|
New
|
|
|
1049
|
TruWealth Advisors
Metairie,
Louisiana
|
$202K
|
+$190K
|
+4,067
|
New
|
|
|
1050
|
Lazard Asset Management
New York
|
$202K
|
-$818K
|
-17,484
|
-81%
|
|
