|
1001
|
Perennial Investment Advisors
Los Angeles,
California
|
$457K
|
+$182K
|
+1,455
|
+75%
|
|
|
1002
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$457K
|
–
|
–
|
–
|
|
|
1003
|
AF Advisors
Sacramento,
California
|
$456K
|
–
|
–
|
–
|
|
|
1004
|
Wellspring Financial Advisors
Cleveland,
Ohio
|
$454K
|
-$11.9K
|
-95
|
-3%
|
|
|
1005
|
Marietta Wealth Management
Marietta,
Georgia
|
$450K
|
+$4.12K
|
+33
|
+1%
|
|
|
1006
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$450K
|
+$5.62K
|
+45
|
+1%
|
|
|
1007
|
Aureus Asset Management
Boston,
Massachusetts
|
$449K
|
–
|
–
|
–
|
|
|
1008
|
Crewe Advisors
Salt Lake City,
Utah
|
$448K
|
–
|
–
|
–
|
|
|
1009
|
Level Financial Advisors
East Amherst,
New York
|
$447K
|
+$125
|
+1
|
+0%
|
|
|
1010
|
RW Investment Management
Eagle,
Idaho
|
$446K
|
+$413K
|
+3,306
|
New
|
|
|
1011
|
Total Wealth Planning
Cincinnati,
Ohio
|
$445K
|
+$411K
|
+3,296
|
New
|
|
|
1012
|
Verus Capital Partners
Scottsdale,
Arizona
|
$444K
|
–
|
–
|
–
|
|
|
1013
|
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
$441K
|
-$16.8K
|
-135
|
-4%
|
|
|
1014
|
Norris Perne & French
Grand Rapids,
Michigan
|
$441K
|
–
|
–
|
–
|
|
|
1015
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$441K
|
+$74.4K
|
+596
|
+22%
|
|
|
1016
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$438K
|
+$32.1K
|
+257
|
+9%
|
|
|
1017
|
Atria Investments
Charlotte,
North Carolina
|
$436K
|
+$403K
|
+3,230
|
New
|
|
|
1018
|
Commons Capital
Needham,
Massachusetts
|
$436K
|
–
|
–
|
–
|
|
|
1019
|
Grimes & Company
Westborough,
Massachusetts
|
$433K
|
+$1.25K
|
+10
|
+0.3%
|
|
|
1020
|
Brown Brothers Harriman & Co
New York
|
$433K
|
-$36.9K
|
-296
|
-8%
|
|
|
1021
|
Wealth Alliance
Mellville,
New York
|
$431K
|
-$50.2K
|
-402
|
-11%
|
|
|
1022
|
Retirement Capital Strategies
San Jose,
California
|
$430K
|
-$4.69M
|
-37,617
|
-92%
|
|
|
1023
|
Inscription Capital
Houston,
Texas
|
$428K
|
+$395K
|
+3,169
|
New
|
|
|
1024
|
Encompass Wealth Advisors
Portland,
Oregon
|
$426K
|
-$67.4K
|
-540
|
-15%
|
|
|
1025
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$425K
|
+$250
|
+2
|
+0.1%
|
|
