|
976
|
Strategy Asset Managers
Pasadena,
California
|
$1.18M
|
+$310K
|
+5,763
|
+36%
|
|
|
977
|
Legacy Bridge
West Des Moines,
Iowa
|
$1.18M
|
+$144K
|
+2,681
|
+14%
|
|
|
978
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.17M
|
-$14.4K
|
-267
|
-1%
|
|
|
979
|
Lodestar Private Asset Management
Alamo,
California
|
$1.17M
|
+$167K
|
+3,096
|
+17%
|
|
|
980
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$1.17M
|
-$1.12M
|
-20,767
|
-49%
|
|
|
981
|
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
|
$1.16M
|
-$114K
|
-2,112
|
-9%
|
|
|
982
|
Davenport & Co
Richmond,
Virginia
|
$1.16M
|
+$321K
|
+5,960
|
+38%
|
|
|
983
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.16M
|
+$385K
|
+7,150
|
+50%
|
|
|
984
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$1.16M
|
–
|
–
|
–
|
|
|
985
|
Aletheian Wealth Advisors
Bellevue,
Washington
|
$1.16M
|
-$11.8K
|
-219
|
-1%
|
|
|
986
|
Shade Tree Advisors
Saratoga Springs,
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
987
|
Rothschild & Co Wealth Management (UK)
London,
United Kingdom
|
$1.15M
|
-$276K
|
-5,121
|
-19%
|
|
|
988
|
Evermay Wealth Management
Arlington,
Virginia
|
$1.15M
|
-$861
|
-16
|
-0.1%
|
|
|
989
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.15M
|
+$80.5K
|
+1,495
|
+8%
|
|
|
990
|
LPWM LLC
Minneapolis,
Minnesota
|
$1.14M
|
-$1.13K
|
-21
|
-0.1%
|
|
|
991
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.14M
|
+$27.3K
|
+507
|
+2%
|
|
|
992
|
Axos Invest
Las Vegas,
Nevada
|
$1.14M
|
-$77.1K
|
-1,432
|
-6%
|
|
|
993
|
Tru Independence Asset Management 2
Portland,
Oregon
|
$1.14M
|
+$634K
|
+11,782
|
+126%
|
|
|
994
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.14M
|
+$336K
|
+6,251
|
+42%
|
|
|
995
|
Warwick Investment Management
Bryan,
Texas
|
$1.13M
|
-$71.1K
|
-1,320
|
-6%
|
|
|
996
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.13M
|
-$7.59K
|
-141
|
-0.7%
|
|
|
997
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.13M
|
+$549K
|
+10,203
|
+96%
|
|
|
998
|
Westmount Partners
Los Angeles,
California
|
$1.12M
|
+$794K
|
+14,757
|
+243%
|
|
|
999
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.12M
|
-$4.04K
|
-75
|
-0.4%
|
|
|
1000
|
Finley Financial
Las Vegas,
Nevada
|
$1.11M
|
-$49.8K
|
-925
|
-4%
|
|
