|
1726
|
Roberts Capital Advisors
Denver,
Colorado
|
$535K
|
–
|
–
|
–
|
|
|
1727
|
Unique Wealth Strategies
Burr Ridge,
Illinois
|
$535K
|
+$469K
|
+1,935
|
+4,962%
|
|
|
1728
|
Philadelphia Trust Company
Philadelphia,
Pennsylvania
|
$534K
|
-$38.5K
|
-159
|
-7%
|
|
|
1729
|
Fortitude Family Office
Scottsdale,
Arizona
|
$534K
|
+$183K
|
+754
|
+62%
|
|
|
1730
|
Evermay Wealth Management
Arlington,
Virginia
|
$532K
|
–
|
–
|
–
|
|
|
1731
|
Everett Harris & Co
Los Angeles,
California
|
$531K
|
–
|
–
|
–
|
|
|
1732
|
Ipswich Investment Management
Beverly,
Massachusetts
|
$530K
|
–
|
–
|
–
|
|
|
1733
|
Drive Wealth Management
Lehi,
Utah
|
$528K
|
+$13.6K
|
+56
|
+3%
|
|
|
1734
|
Camelot Portfolios
Maumee,
Ohio
|
$528K
|
–
|
–
|
–
|
|
|
1735
|
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
|
$527K
|
-$26.2K
|
-108
|
-6%
|
|
|
1736
|
New Republic Capital
Charlotte,
North Carolina
|
$526K
|
-$57.6K
|
-238
|
-11%
|
|
|
1737
|
HUB Investment Partners
Austin,
Texas
|
$525K
|
-$19.4K
|
-80
|
-4%
|
|
|
1738
|
Bluesphere Advisors
East Norriton,
Pennsylvania
|
$524K
|
–
|
–
|
–
|
|
|
1739
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$523K
|
-$97.1K
|
-401
|
-17%
|
|
|
1740
|
Northside Capital Management
Hood River,
Oregon
|
$519K
|
–
|
–
|
–
|
|
|
1741
|
HeadInvest LLC
Portland,
Maine
|
$518K
|
-$18.2K
|
-75
|
-4%
|
|
|
1742
|
The Family Firm
Bethesda,
Maryland
|
$518K
|
+$1.21K
|
+5
|
+0.3%
|
|
|
1743
|
Peak Planning Group
Centennial,
Colorado
|
$517K
|
–
|
–
|
–
|
|
|
1744
|
Soltis Investment Advisors
St. George,
Utah
|
$517K
|
+$34.9K
|
+144
|
+8%
|
|
|
1745
|
Alan B. Lancz & Associates
Toledo,
Ohio
|
$516K
|
–
|
–
|
–
|
|
|
1746
|
Proactive Wealth Strategies
Marietta,
Georgia
|
$516K
|
+$461K
|
+1,904
|
New
|
|
|
1747
|
Atom Investors
Austin,
Texas
|
$516K
|
-$3.87M
|
-15,980
|
-89%
|
|
|
1748
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$516K
|
-$21.3K
|
-88
|
-4%
|
|
|
1749
|
|
$515K
|
-$4.12K
|
-17
|
-0.9%
|
|
|
1750
|
Claris Advisors
St. Louis,
Missouri
|
$515K
|
-$2.66K
|
-11
|
-0.6%
|
|
