|
1726
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$3.2M
|
–
|
–
|
–
|
|
|
1727
|
Addison Capital
Conshohocken,
Pennsylvania
|
$3.2M
|
-$357K
|
-2,381
|
-10%
|
|
|
1728
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$3.2M
|
+$1.2M
|
+7,984
|
+57%
|
|
|
1729
|
Financial Strategies Group
Okemos,
Michigan
|
$3.19M
|
+$419K
|
+2,796
|
+15%
|
|
|
1730
|
Leisure Capital Management
Costa Mesa,
California
|
$3.19M
|
-$21.4K
|
-143
|
-0.6%
|
|
|
1731
|
West Oak Capital
Westlake Village,
California
|
$3.19M
|
+$91.4K
|
+610
|
+3%
|
|
|
1732
|
Outfitter Financial
Brunswick,
Maine
|
$3.18M
|
-$3K
|
-20
|
-0.1%
|
|
|
1733
|
Trifecta Capital Advisors
Northbrook,
Illinois
|
$3.18M
|
+$205K
|
+1,368
|
+7%
|
|
|
1734
|
Lodestone Wealth Management
Spokane,
Washington
|
$3.18M
|
-$26.7K
|
-178
|
-0.8%
|
|
|
1735
|
Columbia Trust
Portland,
Oregon
|
$3.16M
|
+$20.1K
|
+134
|
+0.6%
|
|
|
1736
|
VeraBank
Henderson,
Texas
|
$3.15M
|
+$12K
|
+80
|
+0.4%
|
|
|
1737
|
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
|
$3.15M
|
+$57.3K
|
+382
|
+2%
|
|
|
1738
|
CoreCap Advisors
Southfield,
Michigan
|
$3.15M
|
-$80.9K
|
-540
|
-2%
|
|
|
1739
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$3.14M
|
-$16.5K
|
-110
|
-0.5%
|
|
|
1740
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$3.13M
|
+$204K
|
+1,362
|
+7%
|
|
|
1741
|
Cohen Investment Advisors
Bedford,
New Hampshire
|
$3.13M
|
-$96.4K
|
-643
|
-3%
|
|
|
1742
|
Pine Ridge Advisers
New York
|
$3.12M
|
–
|
–
|
–
|
|
|
1743
|
O'Rourke & Company
Boston,
Massachusetts
|
$3.12M
|
+$41.4K
|
+276
|
+1%
|
|
|
1744
|
Sweeney & Michel
Chico,
California
|
$3.12M
|
-$161K
|
-1,075
|
-5%
|
|
|
1745
|
Legato Capital Management
San Francisco,
California
|
$3.11M
|
–
|
–
|
–
|
|
|
1746
|
Edgewood Management
Greenwich,
Connecticut
|
$3.11M
|
–
|
–
|
–
|
|
|
1747
|
Permanens Capital
New York
|
$3.1M
|
+$130K
|
+865
|
+4%
|
|
|
1748
|
Sustainable Insight Capital Management
New York
|
$3.1M
|
-$884K
|
-5,900
|
-22%
|
|
|
1749
|
Transatlantique Private Wealth
New York
|
$3.09M
|
+$25K
|
+167
|
+0.8%
|
|
|
1750
|
Second Half Financial Partners
Sebring,
Florida
|
$3.09M
|
-$792K
|
-5,281
|
-20%
|
|
