|
1426
|
Wealth Quarterback
Toms River,
New Jersey
|
$689K
|
-$44.1K
|
-460
|
-6%
|
|
|
1427
|
SeaCrest Wealth Management
Purchase,
New York
|
$689K
|
+$50.1K
|
+522
|
+8%
|
|
|
1428
|
Freestone Capital Holdings
Seattle,
Washington
|
$686K
|
+$31.4K
|
+327
|
+5%
|
|
|
1429
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$685K
|
-$59.7K
|
-622
|
-8%
|
|
|
1430
|
Westmount Partners
Los Angeles,
California
|
$685K
|
+$694K
|
+7,233
|
New
|
|
|
1431
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$684K
|
-$6.91K
|
-72
|
-1%
|
|
|
1432
|
Atlas Private Wealth Management
Albany,
New York
|
$684K
|
-$34.2K
|
-357
|
-5%
|
|
|
1433
|
Keel Point
Huntsville,
Alabama
|
$682K
|
+$11.4K
|
+119
|
+2%
|
|
|
1434
|
LifeSteps Financial
Claremont,
California
|
$682K
|
-$338K
|
-3,527
|
-33%
|
|
|
1435
|
Sonata Capital Group
Seattle,
Washington
|
$681K
|
-$34.3K
|
-358
|
-5%
|
|
|
1436
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$680K
|
–
|
–
|
–
|
|
|
1437
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$679K
|
+$64.2K
|
+669
|
+10%
|
|
|
1438
|
American International Group
New York
|
$678K
|
+$436K
|
+4,550
|
+174%
|
|
|
1439
|
Procyon Advisors
Shelton,
Connecticut
|
$677K
|
+$126K
|
+1,309
|
+22%
|
|
|
1440
|
Hudson Valley Investment Advisors
Goshen,
New York
|
$672K
|
-$5.18K
|
-54
|
-0.8%
|
|
|
1441
|
Cardiff Park Advisors
Carlsbad,
California
|
$671K
|
+$4.41K
|
+46
|
+0.7%
|
|
|
1442
|
Veracity Capital
Atlanta,
Georgia
|
$670K
|
+$89.6K
|
+934
|
+15%
|
|
|
1443
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$669K
|
+$164K
|
+1,706
|
+32%
|
|
|
1444
|
Transform Wealth
Greenwood Village,
Colorado
|
$669K
|
-$3.39M
|
-35,381
|
-83%
|
|
|
1445
|
Stokes Family Office
New Orleans,
Louisiana
|
$669K
|
-$149K
|
-1,549
|
-18%
|
|
|
1446
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$662K
|
+$128K
|
+1,333
|
+25%
|
|
|
1447
|
Fulton Bank
Lancaster,
Pennsylvania
|
$661K
|
+$670K
|
+6,984
|
New
|
|
|
1448
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$660K
|
-$122K
|
-1,277
|
-16%
|
|
|
1449
|
Fayez Sarofim & Co
Houston,
Texas
|
$659K
|
-$33.3K
|
-347
|
-5%
|
|
|
1450
|
Total Wealth Planning
Cincinnati,
Ohio
|
$655K
|
-$41.9K
|
-437
|
-6%
|
|
