|
1026
|
Keystone Wealth Services
Palm Desert,
California
|
$2M
|
+$121K
|
+1,801
|
+6%
|
|
|
1027
|
Edgestream Partners
Princeton,
New Jersey
|
$2M
|
+$2M
|
+29,738
|
New
|
|
|
1028
|
Venture Visionary Partners
Sylvania,
Ohio
|
$1.97M
|
+$169K
|
+2,515
|
+9%
|
|
|
1029
|
Clayton Financial Group
St. Louis,
Missouri
|
$1.97M
|
+$117K
|
+1,746
|
+6%
|
|
|
1030
|
1900 Wealth Management
San Antonio,
Texas
|
$1.97M
|
-$84.5K
|
-1,259
|
-4%
|
|
|
1031
|
Strategic Financial Planning
Plano,
Texas
|
$1.96M
|
-$5.9K
|
-88
|
-0.3%
|
|
|
1032
|
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
|
$1.96M
|
+$1.96M
|
+29,174
|
New
|
|
|
1033
|
F/M Investments
Washington,
District of Columbia
|
$1.95M
|
-$42.3K
|
-630
|
-2%
|
|
|
1034
|
ABLE Financial Group
Scottsdale,
Arizona
|
$1.94M
|
-$61.6K
|
-918
|
-3%
|
|
|
1035
|
XY Planning Network
Bozeman,
Montana
|
$1.94M
|
+$1.94M
|
+28,931
|
New
|
|
|
1036
|
Tyche Wealth Partners
Plano,
Texas
|
$1.94M
|
+$201K
|
+3,003
|
+12%
|
|
|
1037
|
Navis Wealth Advisors
Rye Brook,
New York
|
$1.94M
|
+$1.94M
|
+28,905
|
New
|
|
|
1038
|
SC&H Financial Advisors
Sparks,
Maryland
|
$1.94M
|
+$25.6K
|
+382
|
+1%
|
|
|
1039
|
TFO Wealth Partners
Maumee,
Ohio
|
$1.92M
|
+$13.8K
|
+205
|
+0.7%
|
|
|
1040
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$1.92M
|
+$648K
|
+9,654
|
+53%
|
|
|
1041
|
MGO Private Wealth
Irvine,
California
|
$1.91M
|
-$150K
|
-2,230
|
-7%
|
|
|
1042
|
Heritage Family Offices
Scottsdale,
Arizona
|
$1.91M
|
+$302K
|
+4,502
|
+19%
|
|
|
1043
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$1.91M
|
-$35.7K
|
-532
|
-2%
|
|
|
1044
|
Principal Financial Group
Des Moines,
Iowa
|
$1.91M
|
+$38.7K
|
+577
|
+2%
|
|
|
1045
|
Clear Retirement Advice
San Mateo,
California
|
$1.89M
|
+$1.77M
|
+26,346
|
New
|
|
|
1046
|
Auxano Advisors
Bellevue,
Washington
|
$1.86M
|
-$1.68K
|
-25
|
-0.1%
|
|
|
1047
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.85M
|
-$29K
|
-432
|
-2%
|
|
|
1048
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.82M
|
+$544K
|
+8,115
|
+43%
|
|
|
1049
|
ADE LLC
Baltimore,
Maryland
|
$1.8M
|
+$97.3K
|
+1,450
|
+6%
|
|
|
1050
|
Colonial Trust
Spartanburg,
South Carolina
|
$1.8M
|
+$158K
|
+2,356
|
+10%
|
|
