|
851
|
Legacy Trust
Grand Rapids,
Michigan
|
$991K
|
–
|
–
|
–
|
|
|
852
|
Schrum Private Wealth Management
St. Augustine,
Florida
|
$976K
|
-$473K
|
-2,255
|
-30%
|
|
|
853
|
Americana Partners
Houston,
Texas
|
$975K
|
+$210
|
+1
|
+0%
|
|
|
854
|
Trace Wealth Advisors
Los Angeles,
California
|
$973K
|
–
|
–
|
–
|
|
|
855
|
Stableford Capital II
Scottsdale,
Arizona
|
$972K
|
+$5.45K
|
+26
|
+0.6%
|
|
|
856
|
RMR Wealth Builders
Montclair,
New Jersey
|
$971K
|
+$928K
|
+4,425
|
New
|
|
|
857
|
Mattern Capital Management
Lakewood,
Colorado
|
$963K
|
-$51.8K
|
-247
|
-5%
|
|
|
858
|
Avior Wealth Management
Omaha,
Nebraska
|
$962K
|
-$11.3K
|
-54
|
-1%
|
|
|
859
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$959K
|
-$114K
|
-542
|
-11%
|
|
|
860
|
Tempus Wealth Planning
Irvine,
California
|
$957K
|
-$1.18M
|
-5,612
|
-56%
|
|
|
861
|
Bogart Wealth LLC
Mclean,
Virginia
|
$947K
|
+$18.7K
|
+89
|
+2%
|
|
|
862
|
Family Wealth Partners
Matthews,
North Carolina
|
$943K
|
–
|
–
|
–
|
|
|
863
|
IMA Advisory Services
Denver,
Colorado
|
$943K
|
+$901K
|
+4,298
|
New
|
|
|
864
|
Lane Brothers & Co
Prescott,
Arizona
|
$940K
|
-$59.8K
|
-285
|
-6%
|
|
|
865
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$938K
|
+$896K
|
+4,273
|
New
|
|
|
866
|
SouthState Corp
Winter Haven,
Florida
|
$937K
|
-$9.65K
|
-46
|
-1%
|
|
|
867
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$937K
|
+$210
|
+1
|
+0%
|
|
|
868
|
Ridgeline Wealth Planning
Centerville,
Ohio
|
$934K
|
-$92.5K
|
-441
|
-9%
|
|
|
869
|
Action Point Financial Planning
Grand Rapids,
Michigan
|
$933K
|
+$892K
|
+4,253
|
New
|
|
|
870
|
RHS Financial
San Francisco,
California
|
$933K
|
+$178K
|
+851
|
+25%
|
|
|
871
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$921K
|
+$1.05K
|
+5
|
+0.1%
|
|
|
872
|
Novem Group
Rochester,
New York
|
$920K
|
+$178K
|
+848
|
+25%
|
|
|
873
|
Peak Wealth Management
Nashua,
New Hampshire
|
$919K
|
-$4.62M
|
-22,038
|
-84%
|
|
|
874
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$908K
|
-$8.39K
|
-40
|
-1%
|
|
|
875
|
IBEX Wealth Advisors
Bedminster,
New Jersey
|
$899K
|
+$3.15K
|
+15
|
+0.4%
|
|
