|
851
|
Focused Wealth Management
Newburgh,
New York
|
$1.56M
|
+$280K
|
+10,274
|
+22%
|
|
|
852
|
Astoria Portfolio Advisors
New York
|
$1.55M
|
-$63.2K
|
-2,316
|
-4%
|
|
|
853
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.55M
|
-$74.1K
|
-2,715
|
-5%
|
|
|
854
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.55M
|
-$495K
|
-18,151
|
-24%
|
|
|
855
|
Golden State Equity Partners
South Coast Metro,
California
|
$1.54M
|
+$95K
|
+3,481
|
+7%
|
|
|
856
|
Bay Colony Advisors
Concord,
Massachusetts
|
$1.54M
|
+$491
|
+18
|
+0%
|
|
|
857
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$1.53M
|
+$24.8K
|
+908
|
+2%
|
|
|
858
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$1.53M
|
-$399K
|
-14,619
|
-21%
|
|
|
859
|
Zhang Financial
Portage,
Michigan
|
$1.52M
|
+$5.73K
|
+210
|
+0.4%
|
|
|
860
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$1.51M
|
+$1.01M
|
+37,033
|
+204%
|
|
|
861
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.5M
|
+$123K
|
+4,510
|
+9%
|
|
|
862
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$1.5M
|
+$212K
|
+7,779
|
+16%
|
|
|
863
|
Essex Financial Services
Essex,
Connecticut
|
$1.5M
|
-$78.2K
|
-2,868
|
-5%
|
|
|
864
|
Brass Tax Wealth Management
Cincinnati,
Ohio
|
$1.5M
|
-$12.2M
|
-448,572
|
-89%
|
|
|
865
|
Pacific Wealth Strategies Group
Santa Barbara,
California
|
$1.48M
|
+$1.5K
|
+55
|
+0.1%
|
|
|
866
|
Indie Asset Partners
Carmel,
Indiana
|
$1.48M
|
-$47.6K
|
-1,744
|
-3%
|
|
|
867
|
Outfitter Financial
Brunswick,
Maine
|
$1.48M
|
-$62.9K
|
-2,305
|
-4%
|
|
|
868
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$1.48M
|
-$538K
|
-19,723
|
-27%
|
|
|
869
|
REDW Wealth
Albuquerque,
New Mexico
|
$1.48M
|
+$50.1K
|
+1,836
|
+4%
|
|
|
870
|
SVB Wealth
Boston,
Massachusetts
|
$1.48M
|
-$154K
|
-5,632
|
-9%
|
|
|
871
|
Clark Wealth Partners
O'fallon,
Illinois
|
$1.47M
|
-$15.2M
|
-555,445
|
-91%
|
|
|
872
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$1.46M
|
-$1.07M
|
-39,218
|
-42%
|
|
|
873
|
GWN Securities
Palm Beach Gardens,
Florida
|
$1.46M
|
-$753K
|
-27,619
|
-34%
|
|
|
874
|
Elevation Capital Advisory
Bend,
Oregon
|
$1.46M
|
+$45.7K
|
+1,674
|
+3%
|
|
|
875
|
Milestone Asset Management Group
Avon,
Connecticut
|
$1.44M
|
+$74K
|
+2,714
|
+5%
|
|
