|
1601
|
Colter Lewis Investment Partners
Greenwich,
Connecticut
|
$7.07M
|
+$7.01M
|
+10,328
|
New
|
|
|
1602
|
Allen Capital Group
Grand Island,
Nebraska
|
$7.07M
|
-$120K
|
-176
|
-2%
|
|
|
1603
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$7.06M
|
-$1.19M
|
-1,754
|
-15%
|
|
|
1604
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$7.06M
|
+$982K
|
+1,446
|
+16%
|
|
|
1605
|
Sepio Capital
Salt Lake City,
Utah
|
$7.01M
|
+$5.94M
|
+8,744
|
+584%
|
|
|
1606
|
Heritage Family Offices
Scottsdale,
Arizona
|
$7M
|
+$868K
|
+1,278
|
+14%
|
|
|
1607
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$6.99M
|
-$279K
|
-411
|
-4%
|
|
|
1608
|
Steph & Co
Marinette,
Wisconsin
|
$6.96M
|
+$86.2K
|
+127
|
+1%
|
|
|
1609
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$6.96M
|
-$187K
|
-276
|
-3%
|
|
|
1610
|
Gallagher Capital Advisors
Argyle,
Texas
|
$6.94M
|
-$6.11K
|
-9
|
-0.1%
|
|
|
1611
|
Power Wealth Management
Alpharetta,
Georgia
|
$6.9M
|
-$31.2K
|
-46
|
-0.5%
|
|
|
1612
|
XY Planning Network
Bozeman,
Montana
|
$6.86M
|
-$2.06M
|
-3,037
|
-23%
|
|
|
1613
|
Bestgate Wealth Advisors
Frederick,
Maryland
|
$6.86M
|
-$135K
|
-199
|
-2%
|
|
|
1614
|
Idaho Trust Bank
Boise,
Idaho
|
$6.85M
|
-$968K
|
-1,425
|
-12%
|
|
|
1615
|
Banque Pictet & Cie
Geneva 73,
Switzerland
|
$6.84M
|
+$937K
|
+1,380
|
+16%
|
|
|
1616
|
KDK Private Wealth Management
Houston,
Texas
|
$6.83M
|
-$89K
|
-131
|
-1%
|
|
|
1617
|
NovaPoint Capital
Atlanta,
Georgia
|
$6.83M
|
-$51.6K
|
-76
|
-0.8%
|
|
|
1618
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$6.82M
|
-$861K
|
-1,268
|
-11%
|
|
|
1619
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$6.8M
|
+$184K
|
+271
|
+3%
|
|
|
1620
|
Variant Private Wealth
Tysons,
Virginia
|
$6.8M
|
-$144K
|
-212
|
-2%
|
|
|
1621
|
Holistic Planning
Nacogdoches,
Texas
|
$6.79M
|
+$414K
|
+610
|
+7%
|
|
|
1622
|
Silver Oak Securities
Jackson,
Tennessee
|
$6.79M
|
-$503K
|
-741
|
-7%
|
|
|
1623
|
Lake Street Private Wealth
Chicago,
Illinois
|
$6.76M
|
-$10.2K
|
-15
|
-0.2%
|
|
|
1624
|
Selective Wealth Management
Forest,
Virginia
|
$6.75M
|
-$856K
|
-1,261
|
-11%
|
|
|
1625
|
SK Wealth Management
Providence,
Rhode Island
|
$6.74M
|
+$17K
|
+25
|
+0.3%
|
|
