|
2101
|
Cascade Financial Partners
San Diego,
California
|
$324K
|
+$261K
|
+1,137
|
New
|
|
|
2102
|
Puff Wealth Management
Haddonfield,
New Jersey
|
$324K
|
+$236K
|
+1,027
|
New
|
|
|
2103
|
Zevin Asset Management
Boston,
Massachusetts
|
$324K
|
+$260K
|
+1,135
|
New
|
|
|
2104
|
Investment Research Partners
Lemont,
Pennsylvania
|
$324K
|
+$688
|
+3
|
+0.3%
|
|
|
2105
|
WJ Wealth Management
Glendale,
Arizona
|
$319K
|
+$27.1K
|
+118
|
+12%
|
|
|
2106
|
Crewe Advisors
Salt Lake City,
Utah
|
$318K
|
+$11.9K
|
+52
|
+5%
|
|
|
2107
|
JMN Financial
New Albany,
Ohio
|
$318K
|
+$255K
|
+1,113
|
New
|
|
|
2108
|
Stokes Family Office
New Orleans,
Louisiana
|
$318K
|
+$255K
|
+1,113
|
New
|
|
|
2109
|
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
|
$317K
|
+$255K
|
+1,111
|
New
|
|
|
2110
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$316K
|
-$34.9K
|
-152
|
-12%
|
|
|
2111
|
Keudell/Morrison Wealth Management
Salem,
Oregon
|
$316K
|
+$254K
|
+1,106
|
New
|
|
|
2112
|
INVST
Indianapolis,
Indiana
|
$315K
|
+$253K
|
+1,103
|
New
|
|
|
2113
|
Cadence Bank
Tupelo,
Mississippi
|
$315K
|
+$253K
|
+1,103
|
New
|
|
|
2114
|
Bogart Wealth LLC
Mclean,
Virginia
|
$315K
|
+$53K
|
+231
|
+27%
|
|
|
2115
|
Ironwood Investment Counsel
Scottsdale,
Arizona
|
$314K
|
+$253K
|
+1,101
|
New
|
|
|
2116
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$314K
|
+$252K
|
+1,100
|
New
|
|
|
2117
|
Main Street Financial Solutions
Newtown,
Pennsylvania
|
$314K
|
-$115K
|
-500
|
-31%
|
|
|
2118
|
Legacy Financial Strategies
Overland Park,
Kansas
|
$313K
|
+$252K
|
+1,098
|
New
|
|
|
2119
|
Abacus Wealth Partners
Santa Monica,
California
|
$312K
|
+$251K
|
+1,092
|
New
|
|
|
2120
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$308K
|
+$248K
|
+1,080
|
New
|
|
|
2121
|
Simon Quick Advisors
Morristown,
New Jersey
|
$308K
|
+$247K
|
+1,077
|
New
|
|
|
2122
|
Gagnon Securities
New York
|
$307K
|
-$427K
|
-1,861
|
-63%
|
|
|
2123
|
Wealthstar Advisors
Plano,
Texas
|
$306K
|
+$246K
|
+1,073
|
New
|
|
|
2124
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$306K
|
+$246K
|
+1,071
|
New
|
|
|
2125
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$305K
|
-$39.7K
|
-173
|
-14%
|
|
