|
1051
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$396K
|
+$131K
|
+1,256
|
+52%
|
|
|
1052
|
Lakeshore Financial Planning
St. Clair Shores,
Michigan
|
$394K
|
–
|
–
|
–
|
|
|
1053
|
Wealth Effects
Boston,
Massachusetts
|
$390K
|
+$376K
|
+3,597
|
New
|
|
|
1054
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$390K
|
+$376K
|
+3,595
|
New
|
|
|
1055
|
Clear Creek Financial Management
Silverdale,
Washington
|
$389K
|
-$194K
|
-1,859
|
-34%
|
|
|
1056
|
Andrew Hill Investment Advisors
Naples,
Florida
|
$388K
|
+$374K
|
+3,583
|
New
|
|
|
1057
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$386K
|
+$372K
|
+3,560
|
New
|
|
|
1058
|
Vanguard Group
Malvern,
Pennsylvania
|
$384K
|
+$371K
|
+3,546
|
New
|
|
|
1059
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$384K
|
–
|
–
|
–
|
|
|
1060
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$383K
|
-$186K
|
-1,782
|
-34%
|
|
|
1061
|
Tyche Wealth Partners
Plano,
Texas
|
$383K
|
+$369K
|
+3,530
|
New
|
|
|
1062
|
One Degree Advisors
San Diego,
California
|
$382K
|
+$372K
|
+3,561
|
New
|
|
|
1063
|
First Citizens Financial Corp
Mason City,
Iowa
|
$379K
|
-$30.7K
|
-294
|
-8%
|
|
|
1064
|
Chemistry Wealth Management
New York
|
$378K
|
–
|
–
|
–
|
|
|
1065
|
Lyell Wealth Management
Menlo Park,
California
|
$378K
|
–
|
–
|
–
|
|
|
1066
|
Whitcomb & Hess
Ashland,
Ohio
|
$377K
|
+$102K
|
+974
|
+39%
|
|
|
1067
|
MBA Advisors
Hermitage,
Pennsylvania
|
$376K
|
-$76.3K
|
-730
|
-17%
|
|
|
1068
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$369K
|
+$356K
|
+3,408
|
New
|
|
|
1069
|
Trust Company of Toledo
Holland,
Ohio
|
$368K
|
-$41.4K
|
-396
|
-10%
|
|
|
1070
|
WealthPLAN Partners
Omaha,
Nebraska
|
$366K
|
-$163K
|
-1,555
|
-32%
|
|
|
1071
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$364K
|
+$5.02K
|
+48
|
+1%
|
|
|
1072
|
BSW Wealth Partners
Boulder,
Colorado
|
$364K
|
-$899K
|
-8,604
|
-72%
|
|
|
1073
|
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
$364K
|
–
|
–
|
–
|
|
|
1074
|
Objective Capital Management
Pepper Pike,
Ohio
|
$363K
|
+$350K
|
+3,350
|
New
|
|
|
1075
|
OneAscent Financial Services
Birmingham,
Alabama
|
$362K
|
+$349K
|
+3,335
|
New
|
|
