|
1501
|
Core Wealth Partners
Santa Rosa,
California
|
$1.28M
|
+$393K
|
+6,349
|
+46%
|
|
|
1502
|
Blue Fin Capital
Warren,
Rhode Island
|
$1.27M
|
-$22.3K
|
-360
|
-2%
|
|
|
1503
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.27M
|
-$12.4K
|
-200
|
-1%
|
|
|
1504
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.27M
|
+$41.9K
|
+677
|
+4%
|
|
|
1505
|
Autumn Glory Partners
Dallas,
Texas
|
$1.26M
|
-$65.8K
|
-1,063
|
-5%
|
|
|
1506
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.26M
|
-$31.1K
|
-502
|
-2%
|
|
|
1507
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$1.25M
|
+$237K
|
+3,825
|
+24%
|
|
|
1508
|
WESPAC Advisors
Orinda,
California
|
$1.25M
|
-$592K
|
-9,571
|
-33%
|
|
|
1509
|
Capstone Investment Advisors
New York
|
$1.24M
|
-$2.26M
|
-36,493
|
-65%
|
|
|
1510
|
Brady Family Wealth
Saint Louis,
Missouri
|
$1.24M
|
+$2.35K
|
+38
|
+0.2%
|
|
|
1511
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$1.24M
|
-$16.8K
|
-272
|
-1%
|
|
|
1512
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.24M
|
+$4.77K
|
+77
|
+0.4%
|
|
|
1513
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.23M
|
-$57K
|
-921
|
-5%
|
|
|
1514
|
Shulman DeMeo Asset Management
Lake Success,
New York
|
$1.23M
|
+$3.03K
|
+49
|
+0.3%
|
|
|
1515
|
1ST Source Bank
South Bend,
Indiana
|
$1.23M
|
+$36K
|
+581
|
+3%
|
|
|
1516
|
Martin & Co
Knoxville,
Tennessee
|
$1.23M
|
-$2.41K
|
-39
|
-0.2%
|
|
|
1517
|
Old North State Trust
Greensboro,
North Carolina
|
$1.22M
|
+$24.5K
|
+396
|
+2%
|
|
|
1518
|
Bank & Trust Company
Litchfield,
Illinois
|
$1.22M
|
+$1.19M
|
+19,223
|
New
|
|
|
1519
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.22M
|
+$24.9K
|
+403
|
+2%
|
|
|
1520
|
HMS Capital Management
Nashville,
Tennessee
|
$1.22M
|
+$90.9K
|
+1,469
|
+8%
|
|
|
1521
|
Ascension Asset Management
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
1522
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.22M
|
+$6.81K
|
+110
|
+0.6%
|
|
|
1523
|
Farmers Trust Company
Youngstown,
Ohio
|
$1.22M
|
-$13.9K
|
-225
|
-1%
|
|
|
1524
|
Leo Wealth LLC
Hurst,
Texas
|
$1.22M
|
-$536K
|
-8,667
|
-31%
|
|
|
1525
|
Quotient Wealth Partners
Dallas,
Texas
|
$1.21M
|
+$396K
|
+6,398
|
+51%
|
|
