|
826
|
Palmer Knight Company
Jacksonville,
Florida
|
$518K
|
–
|
–
|
–
|
|
|
827
|
Cassia Capital Partners
Winston Salem,
North Carolina
|
$516K
|
–
|
–
|
–
|
|
|
828
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$515K
|
–
|
–
|
–
|
|
|
829
|
Wealthstream Advisors
New York
|
$514K
|
+$69.7K
|
+344
|
+18%
|
|
|
830
|
Cooper Financial Group
Irvine,
California
|
$504K
|
-$21.9K
|
-108
|
-5%
|
|
|
831
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$503K
|
+$72K
|
+355
|
+19%
|
|
|
832
|
Argent Trust Co
Nashville,
Tennessee
|
$503K
|
+$9.93K
|
+49
|
+2%
|
|
|
833
|
Pinnacle Associates
New York
|
$503K
|
+$19.1K
|
+94
|
+4%
|
|
|
834
|
Sage Capital Management
Stockton,
New Jersey
|
$500K
|
+$450K
|
+2,219
|
New
|
|
|
835
|
Mission Wealth Management
Santa Barbara,
California
|
$500K
|
+$15.8K
|
+78
|
+4%
|
|
|
836
|
Douglass Winthrop Advisors
New York
|
$498K
|
–
|
–
|
–
|
|
|
837
|
Valeo Financial Advisors
Carmel,
Indiana
|
$496K
|
+$121K
|
+597
|
+37%
|
|
|
838
|
Peachtree Investment Partners
Indian River Shores,,
Florida
|
$496K
|
+$204K
|
+1,004
|
+84%
|
|
|
839
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$493K
|
-$7.1K
|
-35
|
-2%
|
|
|
840
|
Allworth Financial
Folsom,
California
|
$493K
|
+$3.24K
|
+16
|
+0.7%
|
|
|
841
|
Caldwell Trust
Venice,
Florida
|
$490K
|
+$132K
|
+653
|
+43%
|
|
|
842
|
Symmetry Partners
Glastonbury,
Connecticut
|
$486K
|
-$169K
|
-836
|
-28%
|
|
|
843
|
Rogco LP
Claremore,
Oklahoma
|
$486K
|
+$248K
|
+1,221
|
+131%
|
|
|
844
|
|
$484K
|
–
|
–
|
–
|
|
|
845
|
Worth Financial Advisory Group
Charlotte,
North Carolina
|
$483K
|
-$71K
|
-350
|
-14%
|
|
|
846
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$478K
|
–
|
–
|
–
|
|
|
847
|
Nilsine Partners
Greenwood Village,
Colorado
|
$477K
|
-$154K
|
-758
|
-26%
|
|
|
848
|
Savvy Advisors Inc
New York
|
$475K
|
+$427K
|
+2,108
|
New
|
|
|
849
|
The Family Firm
Bethesda,
Maryland
|
$474K
|
+$405
|
+2
|
+0.1%
|
|
|
850
|
SteelPeak Wealth
Woodland Hills,
California
|
$472K
|
–
|
–
|
–
|
|
