|
901
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$280K
|
+$303K
|
+185
|
New
|
|
|
902
|
Evermay Wealth Management
Arlington,
Virginia
|
$278K
|
–
|
–
|
–
|
|
|
903
|
Moran Wealth Management
Naples,
Florida
|
$278K
|
+$301K
|
+184
|
New
|
|
|
904
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$275K
|
-$105K
|
-64
|
-26%
|
|
|
905
|
Triumph Capital Management
Denver,
Colorado
|
$275K
|
+$295K
|
+180
|
New
|
|
|
906
|
First National Bank of Hutchinson
Hutchinson,
Kansas
|
$271K
|
+$4.91K
|
+3
|
+2%
|
|
|
907
|
American Trust
Lexington,
Kentucky
|
$269K
|
-$152K
|
-93
|
-34%
|
|
|
908
|
LM Advisors
San Diego,
California
|
$269K
|
–
|
–
|
–
|
|
|
909
|
Dorchester Wealth Management
Montreal,
Quebec, Canada
|
$268K
|
-$16.4K
|
-10
|
-5%
|
|
|
910
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$268K
|
+$76.9K
|
+47
|
+36%
|
|
|
911
|
Spire Wealth Management
Mclean,
Virginia
|
$266K
|
-$241K
|
-147
|
-46%
|
|
|
912
|
Stokes Family Office
New Orleans,
Louisiana
|
$265K
|
-$57.3K
|
-35
|
-17%
|
|
|
913
|
Stephens Investment Management Group
Houston,
Texas
|
$263K
|
–
|
–
|
–
|
|
|
914
|
Basepoint Wealth
Cedar Rapids,
Iowa
|
$263K
|
+$285K
|
+174
|
New
|
|
|
915
|
Beese Fulmer Investment Management
Canton,
Ohio
|
$260K
|
-$21.3K
|
-13
|
-7%
|
|
|
916
|
Masso Torrence Wealth Management
Marlton,
New Jersey
|
$260K
|
+$37.6K
|
+23
|
+15%
|
|
|
917
|
Ritholtz Wealth Management
New York
|
$260K
|
+$282K
|
+172
|
New
|
|
|
918
|
Park National Corp
Newark,
Ohio
|
$259K
|
-$60.6K
|
-37
|
-18%
|
|
|
919
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$259K
|
+$280K
|
+171
|
New
|
|
|
920
|
Adell Harriman & Carpenter
Houston,
Texas
|
$257K
|
–
|
–
|
–
|
|
|
921
|
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
|
$256K
|
+$277K
|
+169
|
New
|
|
|
922
|
Cherry Creek Investment Advisors
Englewood,
Colorado
|
$254K
|
-$29.5K
|
-18
|
-10%
|
|
|
923
|
Dimensional Fund Advisors
Austin,
Texas
|
$254K
|
–
|
–
|
–
|
|
|
924
|
One Wealth Advisors
San Francisco,
California
|
$252K
|
+$273K
|
+167
|
New
|
|
|
925
|
Farther Finance Advisors
San Francisco,
California
|
$249K
|
+$36K
|
+22
|
+16%
|
|
