|
1026
|
Klingman & Associates
New York
|
$338K
|
–
|
–
|
–
|
|
|
1027
|
Gibson Capital
Wexford,
Pennsylvania
|
$336K
|
–
|
–
|
–
|
|
|
1028
|
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
$335K
|
-$152K
|
-987
|
-31%
|
|
|
1029
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$335K
|
–
|
–
|
–
|
|
|
1030
|
Coho Partners
Berwyn,
Pennsylvania
|
$333K
|
-$2.6M
|
-16,828
|
-89%
|
|
|
1031
|
Fisher Asset Management
Camas,
Washington
|
$332K
|
+$337K
|
+2,183
|
New
|
|
|
1032
|
Marino Stram & Associates
Braintree,
Massachusetts
|
$331K
|
-$72.1K
|
-467
|
-18%
|
|
|
1033
|
Lowery Thomas LLC
Pebble Beach,
California
|
$331K
|
-$10.3K
|
-67
|
-3%
|
|
|
1034
|
Curran Financial Partners
Daniel Island,
South Carolina
|
$329K
|
-$43.5K
|
-282
|
-12%
|
|
|
1035
|
Coastwise Capital Group
La Jolla,
California
|
$327K
|
–
|
–
|
–
|
|
|
1036
|
Weatherly Asset Management
Del Mar,
California
|
$324K
|
–
|
–
|
–
|
|
|
1037
|
Bartlett & Co
Cincinnati,
Ohio
|
$324K
|
-$2.32K
|
-15
|
-0.7%
|
|
|
1038
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$324K
|
-$2.32K
|
-15
|
-0.7%
|
|
|
1039
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$321K
|
-$3.18M
|
-20,590
|
-91%
|
|
|
1040
|
Private Wealth Partners
Mill Valley,
California
|
$321K
|
+$326K
|
+2,109
|
New
|
|
|
1041
|
Meridian Wealth Advisors
Austin,
Texas
|
$320K
|
–
|
–
|
–
|
|
|
1042
|
Private Wealth Strategies
New Albany,
Ohio
|
$319K
|
-$64.7K
|
-419
|
-17%
|
|
|
1043
|
Madison Wealth Management
Cincinnati,
Ohio
|
$318K
|
–
|
–
|
–
|
|
|
1044
|
McClarren Financial Advisors
State College,
Pennsylvania
|
$318K
|
+$927
|
+6
|
+0.3%
|
|
|
1045
|
Sicart Associates
New York
|
$317K
|
–
|
–
|
–
|
|
|
1046
|
Evoke Wealth
Los Angeles,
California
|
$316K
|
–
|
–
|
–
|
|
|
1047
|
PDS Planning
Dublin,
Ohio
|
$315K
|
+$463
|
+3
|
+0.1%
|
|
|
1048
|
Rockwood Wealth Management
New Hope,
Pennsylvania
|
$314K
|
–
|
–
|
–
|
|
|
1049
|
WealthBridge Capital Management
Westerville,
Ohio
|
$313K
|
-$49.3K
|
-319
|
-13%
|
|
|
1050
|
Delta Financial Group
Basking Ridge,
New Jersey
|
$313K
|
–
|
–
|
–
|
|
