|
1151
|
First Nebraska Trust
Lincoln,
Nebraska
|
$690K
|
–
|
–
|
–
|
|
|
1152
|
United Asset Strategies
Garden City,
New York
|
$690K
|
-$445K
|
-5,693
|
-40%
|
|
|
1153
|
Berkeley Capital Partners
Milton,
Georgia
|
$688K
|
-$31.9K
|
-408
|
-5%
|
|
|
1154
|
Capital Planning Advisors
Roseville,
California
|
$687K
|
–
|
–
|
–
|
|
|
1155
|
Boston Family Office
Boston,
Massachusetts
|
$684K
|
-$313K
|
-4,000
|
-32%
|
|
|
1156
|
Winch Advisory Services
Appleton,
Wisconsin
|
$680K
|
-$64.1K
|
-820
|
-9%
|
|
|
1157
|
Petersen Hastings Wealth Advisors
Kennewick,
Washington
|
$679K
|
+$654K
|
+8,364
|
New
|
|
|
1158
|
Endowment Wealth Management
Appleton,
Wisconsin
|
$677K
|
-$43K
|
-550
|
-6%
|
|
|
1159
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$673K
|
+$1.41K
|
+18
|
+0.2%
|
|
|
1160
|
Farmers Trust Company
Youngstown,
Ohio
|
$672K
|
-$2.97K
|
-38
|
-0.5%
|
|
|
1161
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$670K
|
+$5.24K
|
+67
|
+0.8%
|
|
|
1162
|
Viewpoint Capital Management
Seattle,
Washington
|
$669K
|
+$11.7K
|
+150
|
+2%
|
|
|
1163
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$667K
|
+$263K
|
+3,363
|
+69%
|
|
|
1164
|
Aspire Private Capital
Cornelius,
North Carolina
|
$665K
|
-$57.6K
|
-736
|
-8%
|
|
|
1165
|
|
$664K
|
+$640K
|
+8,184
|
New
|
|
|
1166
|
Capital Squared Financial
Rockville,
Maryland
|
$664K
|
-$39.6K
|
-507
|
-6%
|
|
|
1167
|
SVB Wealth
Boston,
Massachusetts
|
$662K
|
+$19.6K
|
+250
|
+3%
|
|
|
1168
|
COFG Advisors
Oak Brook,
Illinois
|
$661K
|
+$637K
|
+8,149
|
New
|
|
|
1169
|
McAlvany Wealth Management
Durango,
Colorado
|
$657K
|
+$633K
|
+8,092
|
New
|
|
|
1170
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$655K
|
-$150K
|
-1,918
|
-19%
|
|
|
1171
|
Austin Private Wealth
Austin,
Texas
|
$655K
|
-$54.4K
|
-696
|
-8%
|
|
|
1172
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$654K
|
+$332K
|
+4,239
|
+113%
|
|
|
1173
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$653K
|
+$125K
|
+1,603
|
+25%
|
|
|
1174
|
|
$649K
|
+$626K
|
+8,000
|
New
|
|
|
1175
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$649K
|
+$1.72K
|
+22
|
+0.3%
|
|
