|
2151
|
D.J. St. Germain
Springfield,
Massachusetts
|
$2.97M
|
+$600K
|
+884
|
+26%
|
|
|
2152
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$2.96M
|
-$547K
|
-805
|
-16%
|
|
|
2153
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$2.95M
|
+$412K
|
+607
|
+16%
|
|
|
2154
|
CapWealth Advisors
Franklin,
Tennessee
|
$2.94M
|
–
|
–
|
–
|
|
|
2155
|
Flavin Financial Services
Melbourne,
Florida
|
$2.94M
|
-$132K
|
-194
|
-4%
|
|
|
2156
|
Efficient Advisors
Mason,
Ohio
|
$2.93M
|
+$63.2K
|
+93
|
+2%
|
|
|
2157
|
Downshift Financial
Boulder,
Colorado
|
$2.93M
|
+$2.93M
|
+4,312
|
New
|
|
|
2158
|
Flatrock Wealth Partners
Newport Beach,
California
|
$2.93M
|
+$2.91M
|
+4,279
|
New
|
|
|
2159
|
Wealth Effects
Boston,
Massachusetts
|
$2.93M
|
+$10.2K
|
+15
|
+0.4%
|
|
|
2160
|
Silvia McColl Wealth Management
San Diego,
California
|
$2.93M
|
–
|
–
|
–
|
|
|
2161
|
Precision Wealth Strategies
Saint Louis,
Missouri
|
$2.93M
|
-$116K
|
-171
|
-4%
|
|
|
2162
|
LTG Capital
Newton,
Massachusetts
|
$2.92M
|
+$1.17M
|
+1,729
|
+68%
|
|
|
2163
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$2.92M
|
-$98.5K
|
-145
|
-3%
|
|
|
2164
|
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
|
$2.91M
|
-$137K
|
-202
|
-5%
|
|
|
2165
|
Archford Capital Strategies
Swansea,
Illinois
|
$2.91M
|
-$14.9K
|
-22
|
-0.5%
|
|
|
2166
|
Hobart Private Capital
Charlotte,
North Carolina
|
$2.91M
|
+$72K
|
+106
|
+3%
|
|
|
2167
|
PCG Wealth Advisors
Overland Park,
Kansas
|
$2.91M
|
+$42.8K
|
+63
|
+2%
|
|
|
2168
|
Potentia Wealth
San Jose,
California
|
$2.91M
|
-$1.95M
|
-2,876
|
-40%
|
|
|
2169
|
tru Independence
Portland,
Oregon
|
$2.9M
|
+$159K
|
+234
|
+6%
|
|
|
2170
|
Caerus Investment Advisors
West Lake Hills,
Texas
|
$2.9M
|
+$2.87M
|
+4,231
|
New
|
|
|
2171
|
Osborne Partners Capital Management
San Francisco,
California
|
$2.89M
|
+$919K
|
+1,353
|
+47%
|
|
|
2172
|
Westfuller Advisors
New York
|
$2.89M
|
+$406K
|
+598
|
+17%
|
|
|
2173
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$2.88M
|
+$2.43M
|
+3,580
|
+570%
|
|
|
2174
|
Plan A Wealth
Lincoln,
Nebraska
|
$2.88M
|
+$1.09M
|
+1,606
|
+62%
|
|
|
2175
|
Alpha Cubed Investments
Irvine,
California
|
$2.87M
|
+$385K
|
+567
|
+16%
|
|
