|
1226
|
Creekside Partners
Petaluma,
California
|
$1.21M
|
+$1.21M
|
+20,661
|
New
|
|
|
1227
|
Spirepoint Private Client
Vero Beach,
Florida
|
$1.21M
|
-$21.1K
|
-359
|
-2%
|
|
|
1228
|
Sapient Capital
Indianapolis,
Indiana
|
$1.2M
|
–
|
–
|
–
|
|
|
1229
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.2M
|
-$27.3K
|
-464
|
-2%
|
|
|
1230
|
Silvia McColl Wealth Management
San Diego,
California
|
$1.2M
|
-$19.6K
|
-333
|
-2%
|
|
|
1231
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$1.2M
|
-$300K
|
-5,100
|
-20%
|
|
|
1232
|
Disciplined Investments
Tulsa,
Oklahoma
|
$1.19M
|
-$28.8K
|
-490
|
-2%
|
|
|
1233
|
Clay Northam Wealth Management
Huntington Beach,
California
|
$1.19M
|
+$717K
|
+12,200
|
+150%
|
|
|
1234
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.19M
|
+$30.8K
|
+525
|
+3%
|
|
|
1235
|
Continuum Wealth Advisors
Saratoga Springs,
New York
|
$1.19M
|
-$28.8K
|
-490
|
-2%
|
|
|
1236
|
Calamos Wealth Management
Naperville,
Illinois
|
$1.19M
|
-$58.7K
|
-999
|
-5%
|
|
|
1237
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$1.19M
|
–
|
–
|
–
|
|
|
1238
|
AssetMark Inc
Concord,
California
|
$1.18M
|
+$1M
|
+17,078
|
+557%
|
|
|
1239
|
Tranquilli Financial Advisor
Clinton,
New Jersey
|
$1.18M
|
+$416K
|
+7,079
|
+54%
|
|
|
1240
|
Thrive Wealth Management
Audubon,
Pennsylvania
|
$1.17M
|
+$59
|
+1
|
+0%
|
|
|
1241
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$1.17M
|
-$8.46K
|
-144
|
-0.7%
|
|
|
1242
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$1.16M
|
-$7.34K
|
-125
|
-0.6%
|
|
|
1243
|
Ruggaard & Associates
Hudson,
Ohio
|
$1.16M
|
–
|
–
|
–
|
|
|
1244
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$1.16M
|
–
|
–
|
–
|
|
|
1245
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.15M
|
+$85.8K
|
+1,460
|
+8%
|
|
|
1246
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.15M
|
+$176
|
+3
|
+0%
|
|
|
1247
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$1.14M
|
+$114K
|
+1,943
|
+11%
|
|
|
1248
|
Carmichael Hill & Associates
Gaithersburg,
Maryland
|
$1.14M
|
-$45.2K
|
-770
|
-4%
|
|
|
1249
|
WBH Advisory
Baltimore,
Maryland
|
$1.13M
|
-$34.7K
|
-591
|
-3%
|
|
|
1250
|
SouthState Corp
Winter Haven,
Florida
|
$1.13M
|
+$92.5K
|
+1,574
|
+9%
|
|
