|
1026
|
4J Wealth Management
Alexandria,
Virginia
|
$568K
|
-$157K
|
-750
|
-22%
|
|
|
1027
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$564K
|
+$1.05K
|
+5
|
+0.2%
|
|
|
1028
|
Pacific Excel Wealth Advisors
Walnut Creek,
California
|
$561K
|
-$105K
|
-500
|
-16%
|
|
|
1029
|
Heritage Family Offices
Scottsdale,
Arizona
|
$561K
|
-$79.3K
|
-378
|
-13%
|
|
|
1030
|
Parkwoods Wealth Partners
Syracuse,
New York
|
$557K
|
-$12.4K
|
-59
|
-2%
|
|
|
1031
|
Waddell & Associates
Memphis,
Tennessee
|
$557K
|
-$29.8K
|
-142
|
-5%
|
|
|
1032
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$556K
|
+$839
|
+4
|
+0.2%
|
|
|
1033
|
Frederick Financial Consultants
Frederick,
Maryland
|
$553K
|
+$136K
|
+648
|
+35%
|
|
|
1034
|
Knightsbridge Asset Management
Newport Beach,
California
|
$551K
|
–
|
–
|
–
|
|
|
1035
|
Compass Wealth Management (Georgia)
Atlanta,
Georgia
|
$550K
|
-$2.52K
|
-12
|
-0.5%
|
|
|
1036
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$550K
|
+$839
|
+4
|
+0.2%
|
|
|
1037
|
LS Investment Advisors
Bloomfield Hills,
Michigan
|
$550K
|
-$31.5K
|
-150
|
-6%
|
|
|
1038
|
Disciplined Investments
Tulsa,
Oklahoma
|
$549K
|
–
|
–
|
–
|
|
|
1039
|
ViaWealth
Leawood,
Kansas
|
$549K
|
+$629
|
+3
|
+0.1%
|
|
|
1040
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$549K
|
+$39.4K
|
+188
|
+8%
|
|
|
1041
|
Forefront Wealth Partners
Austin,
Texas
|
$545K
|
+$75.1K
|
+358
|
+17%
|
|
|
1042
|
Sapient Capital
Indianapolis,
Indiana
|
$540K
|
+$516K
|
+2,462
|
New
|
|
|
1043
|
L. Roy Papp & Associates
Phoenix,
Arizona
|
$540K
|
–
|
–
|
–
|
|
|
1044
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$538K
|
+$514K
|
+2,451
|
New
|
|
|
1045
|
Asset Dedication LLC
San Francisco,
California
|
$535K
|
–
|
–
|
–
|
|
|
1046
|
Vermillion & White Wealth Management Group
Phoenixville,
Pennsylvania
|
$534K
|
+$7.34K
|
+35
|
+1%
|
|
|
1047
|
Cadia Private Client
Parsippany,
New Jersey
|
$532K
|
-$2.16M
|
-10,316
|
-81%
|
|
|
1048
|
Daybright Advisory Services
Miami,
Florida
|
$532K
|
+$79.5K
|
+379
|
+19%
|
|
|
1049
|
CIBC World Market
Toronto,
Ontario, Canada
|
$530K
|
+$30K
|
+143
|
+6%
|
|
|
1050
|
Key Financial Inc
West Chester,
Pennsylvania
|
$529K
|
–
|
–
|
–
|
|
