|
2076
|
Peak Financial Management
Wellesley,
Massachusetts
|
$2.12M
|
+$113K
|
+192
|
+5%
|
|
|
2077
|
Pennington Partners & Co
Bethesda,
Maryland
|
$2.11M
|
+$882K
|
+1,493
|
+66%
|
|
|
2078
|
Client 1st Advisory Group
Dunedin,
Florida
|
$2.11M
|
–
|
–
|
–
|
|
|
2079
|
Weatherly Asset Management
Del Mar,
California
|
$2.1M
|
+$22.4K
|
+38
|
+1%
|
|
|
2080
|
Alpha Cubed Investments
Irvine,
California
|
$2.1M
|
-$63.8K
|
-108
|
-3%
|
|
|
2081
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$2.1M
|
-$93.3K
|
-158
|
-4%
|
|
|
2082
|
Collective Family Office
York,
Pennsylvania
|
$2.09M
|
-$73.8K
|
-125
|
-3%
|
|
|
2083
|
Rossby Financial
Melbourne,
Florida
|
$2.09M
|
+$353K
|
+598
|
+19%
|
|
|
2084
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$2.09M
|
-$200K
|
-338
|
-8%
|
|
|
2085
|
Maple Capital Management
Montpelier,
Vermont
|
$2.08M
|
+$270K
|
+457
|
+14%
|
|
|
2086
|
Versant Capital Management
Phoenix,
Arizona
|
$2.08M
|
–
|
–
|
–
|
|
|
2087
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.08M
|
+$407K
|
+689
|
+23%
|
|
|
2088
|
Weik Capital Management
Wyomissing,
Pennsylvania
|
$2.08M
|
+$65K
|
+110
|
+3%
|
|
|
2089
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$2.07M
|
-$108K
|
-183
|
-5%
|
|
|
2090
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$2.07M
|
-$74.4K
|
-126
|
-3%
|
|
|
2091
|
Apeiron RIA
Dallas,
Texas
|
$2.07M
|
-$19.4M
|
-32,926
|
-90%
|
|
|
2092
|
Wedgewood Investors
Erie,
Pennsylvania
|
$2.05M
|
–
|
–
|
–
|
|
|
2093
|
Lazari Capital Management
Woodland Hills,
California
|
$2.04M
|
-$37.8K
|
-64
|
-2%
|
|
|
2094
|
SeaCrest Wealth Management
Purchase,
New York
|
$2.04M
|
+$60.8K
|
+103
|
+3%
|
|
|
2095
|
Aspen Capital Management
Boise,
Idaho
|
$2.04M
|
+$2.14M
|
+3,625
|
New
|
|
|
2096
|
HeadInvest LLC
Portland,
Maine
|
$2.03M
|
-$91.5K
|
-155
|
-4%
|
|
|
2097
|
Intrust Bank
Wichita,
Kansas
|
$2.03M
|
-$111K
|
-188
|
-5%
|
|
|
2098
|
XY Planning Network
Bozeman,
Montana
|
$2.03M
|
+$2.13M
|
+3,604
|
New
|
|
|
2099
|
Talon Private Wealth
The Villages,
Florida
|
$2.02M
|
-$334K
|
-566
|
-14%
|
|
|
2100
|
Advisor OS
Chicago,
Illinois
|
$2.02M
|
+$47.2K
|
+80
|
+2%
|
|
