|
1026
|
LifeGoal Wealth Advisors
Saratoga Springs,
New York
|
$471K
|
+$468K
|
+2,612
|
New
|
|
|
1027
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$471K
|
-$975K
|
-5,447
|
-66%
|
|
|
1028
|
TritonPoint Wealth
Chevy Chase,
Maryland
|
$470K
|
-$2.86K
|
-16
|
-0.6%
|
|
|
1029
|
Maridea Wealth Management
Brooklyn,
New York
|
$462K
|
+$209K
|
+1,167
|
+76%
|
|
|
1030
|
SYM Financial Corp
Winona Lake,
Indiana
|
$457K
|
-$4.48K
|
-25
|
-0.9%
|
|
|
1031
|
Avior Wealth Management
Omaha,
Nebraska
|
$456K
|
-$4.66K
|
-26
|
-1%
|
|
|
1032
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$454K
|
+$33.5K
|
+187
|
+8%
|
|
|
1033
|
|
$451K
|
–
|
–
|
–
|
|
|
1034
|
Advisor OS
Chicago,
Illinois
|
$451K
|
-$63.9K
|
-357
|
-12%
|
|
|
1035
|
MJP Associates
Farmington,
Connecticut
|
$451K
|
-$63.9K
|
-357
|
-12%
|
|
|
1036
|
Fermata Advisors
Sonoma,
California
|
$450K
|
-$11.3K
|
-63
|
-2%
|
|
|
1037
|
Waterway Wealth Management
The Woodlands,
Texas
|
$449K
|
-$53.7K
|
-300
|
-10%
|
|
|
1038
|
NBC Securities
Birmingham,
Alabama
|
$446K
|
+$467K
|
+2,609
|
+130,450%
|
|
|
1039
|
Citizens National Bank Trust Department
Meridian,
Mississippi
|
$445K
|
+$11.8K
|
+66
|
+3%
|
|
|
1040
|
Harbor Investment Advisory
Lutherville,
Maryland
|
$444K
|
+$21.1K
|
+118
|
+5%
|
|
|
1041
|
Quartz Partners
Saratoga Springs,
New York
|
$444K
|
+$2.51K
|
+14
|
+0.5%
|
|
|
1042
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$443K
|
+$1.07K
|
+6
|
+0.2%
|
|
|
1043
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$443K
|
–
|
–
|
–
|
|
|
1044
|
Fort Point Capital Partners
San Francisco,
California
|
$441K
|
–
|
–
|
–
|
|
|
1045
|
Zions Bancorporation, National Association
Salt Lake City,
Utah
|
$441K
|
+$462K
|
+2,578
|
New
|
|
|
1046
|
Madison Asset Management
Madison,
Wisconsin
|
$438K
|
-$1M
|
-5,601
|
-69%
|
|
|
1047
|
Blue Oak Capital
Menlo Park,
California
|
$437K
|
-$750K
|
-4,191
|
-62%
|
|
|
1048
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$434K
|
+$1.07K
|
+6
|
+0.2%
|
|
|
1049
|
Cary Street Partners
Richmond,
Virginia
|
$429K
|
+$7.16K
|
+40
|
+2%
|
|
|
1050
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$425K
|
-$293K
|
-1,635
|
-40%
|
|
