|
1676
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$5.73M
|
–
|
–
|
–
|
|
|
1677
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$5.71M
|
+$135K
|
+197
|
+2%
|
|
|
1678
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$5.7M
|
+$290K
|
+425
|
+5%
|
|
|
1679
|
Kera Capital Partners
San Jose,
California
|
$5.7M
|
-$28.7K
|
-42
|
-0.5%
|
|
|
1680
|
Ayalon Insurance Company
Ramat Gan,
Israel
|
$5.68M
|
+$535K
|
+784
|
+10%
|
|
|
1681
|
Sonoma Private Wealth
Sonoma,
California
|
$5.68M
|
+$195K
|
+285
|
+3%
|
|
|
1682
|
Tempus Wealth Planning
Irvine,
California
|
$5.67M
|
-$43.7K
|
-64
|
-0.7%
|
|
|
1683
|
|
$5.67M
|
-$207K
|
-303
|
-3%
|
|
|
1684
|
Colony Family Offices
Charlotte,
North Carolina
|
$5.67M
|
+$720K
|
+1,055
|
+14%
|
|
|
1685
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$5.67M
|
+$141K
|
+207
|
+2%
|
|
|
1686
|
Accelerate Investment Advisors
Aliso Viejo,
California
|
$5.65M
|
+$863K
|
+1,264
|
+17%
|
|
|
1687
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$5.65M
|
+$104K
|
+153
|
+2%
|
|
|
1688
|
Semus Wealth Partners
Boca Raton,
Florida
|
$5.65M
|
+$436K
|
+638
|
+8%
|
|
|
1689
|
Kennicott Capital Management
Corte Madera,
California
|
$5.65M
|
-$27.3K
|
-40
|
-0.5%
|
|
|
1690
|
Opulen Financial Group
Arlington,
Virginia
|
$5.64M
|
+$590K
|
+864
|
+11%
|
|
|
1691
|
Forte Asset Management
Bedford,
New York
|
$5.62M
|
-$1.68M
|
-2,465
|
-22%
|
|
|
1692
|
HM Payson & Co
Portland,
Maine
|
$5.6M
|
+$424K
|
+621
|
+8%
|
|
|
1693
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$5.59M
|
-$46.4K
|
-68
|
-0.8%
|
|
|
1694
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.59M
|
+$13.7K
|
+20
|
+0.2%
|
|
|
1695
|
Forum Financial Management
Lombard,
Illinois
|
$5.58M
|
-$561K
|
-821
|
-9%
|
|
|
1696
|
BCU Wealth Advisors
Vernon Hills,
Illinois
|
$5.58M
|
+$1.35M
|
+1,974
|
+30%
|
|
|
1697
|
WESPAC Advisors
Orinda,
California
|
$5.58M
|
-$3.42M
|
-5,008
|
-37%
|
|
|
1698
|
Mayport LLC
Newton,
Massachusetts
|
$5.57M
|
+$3.17M
|
+4,648
|
+120%
|
|
|
1699
|
KWMG LLC
Overland Park,
Kansas
|
$5.55M
|
-$5.46K
|
-8
|
-0.1%
|
|
|
1700
|
HUB Investment Partners
Austin,
Texas
|
$5.55M
|
+$1.19M
|
+1,738
|
+26%
|
|
