|
1026
|
Whalerock Point Partners
Providence,
Rhode Island
|
$461K
|
+$423K
|
+7,811
|
New
|
|
|
1027
|
Tacita Capital
Toronto,
Ontario, Canada
|
$458K
|
+$6.22K
|
+115
|
+2%
|
|
|
1028
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$458K
|
–
|
–
|
–
|
|
|
1029
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$457K
|
–
|
–
|
–
|
|
|
1030
|
Belpointe Asset Management
Reno,
Nevada
|
$457K
|
-$151K
|
-2,786
|
-26%
|
|
|
1031
|
Koa Wealth Management
Encinitas,
California
|
$457K
|
+$55.9K
|
+1,033
|
+15%
|
|
|
1032
|
GWN Securities
Palm Beach Gardens,
Florida
|
$456K
|
+$418K
|
+7,728
|
New
|
|
|
1033
|
ClearBridge Investments
New York
|
$454K
|
+$417K
|
+7,701
|
New
|
|
|
1034
|
NWF Advisory Services
Los Angeles,
California
|
$454K
|
-$34.1K
|
-631
|
-8%
|
|
|
1035
|
SCS Capital Management
Boston,
Massachusetts
|
$453K
|
+$415K
|
+7,680
|
New
|
|
|
1036
|
Lake Street Private Wealth
Chicago,
Illinois
|
$453K
|
+$415K
|
+7,680
|
New
|
|
|
1037
|
Aspire Private Capital
Cornelius,
North Carolina
|
$453K
|
+$415K
|
+7,677
|
New
|
|
|
1038
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$452K
|
+$415K
|
+7,665
|
New
|
|
|
1039
|
Aspiriant LLC
Los Angeles,
California
|
$451K
|
+$25K
|
+463
|
+6%
|
|
|
1040
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$450K
|
–
|
–
|
–
|
|
|
1041
|
Journey Advisory Group
Covington,
Kentucky
|
$448K
|
-$19.5K
|
-360
|
-5%
|
|
|
1042
|
Evolution Wealth Advisors
Aventura,
Florida
|
$447K
|
+$26.5K
|
+490
|
+7%
|
|
|
1043
|
Gries Financial
Cleveland,
Ohio
|
$445K
|
+$409K
|
+7,552
|
New
|
|
|
1044
|
Dopkins Wealth Management
Williamsville,
New York
|
$443K
|
–
|
–
|
–
|
|
|
1045
|
Washington Trust
Westerly,
Rhode Island
|
$443K
|
–
|
–
|
–
|
|
|
1046
|
Arrien Investments
Boise,
Idaho
|
$442K
|
–
|
–
|
–
|
|
|
1047
|
SFM LLC
Manchester,
New Hampshire
|
$437K
|
+$19.7K
|
+365
|
+5%
|
|
|
1048
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$435K
|
-$3.79K
|
-70
|
-0.9%
|
|
|
1049
|
Benchmark Investment Advisors
Chicago,
Illinois
|
$434K
|
-$10.3K
|
-190
|
-3%
|
|
|
1050
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$433K
|
-$26.3K
|
-487
|
-6%
|
|
