|
1026
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$579K
|
–
|
–
|
–
|
|
|
1027
|
Mission Wealth Management
Santa Barbara,
California
|
$578K
|
+$300K
|
+12,600
|
+124%
|
|
|
1028
|
Cobblestone Capital Advisors
Rochester,
New York
|
$575K
|
+$1.5K
|
+63
|
+0.3%
|
|
|
1029
|
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
|
$575K
|
–
|
–
|
–
|
|
|
1030
|
Lyell Wealth Management
Menlo Park,
California
|
$574K
|
+$107K
|
+4,473
|
+25%
|
|
|
1031
|
Savvy Advisors Inc
New York
|
$573K
|
+$538K
|
+22,563
|
New
|
|
|
1032
|
Fairview Capital Investment Management
Greenbrae,
California
|
$570K
|
+$535K
|
+22,470
|
New
|
|
|
1033
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$567K
|
+$43.8K
|
+1,836
|
+9%
|
|
|
1034
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$566K
|
-$53.2K
|
-2,232
|
-9%
|
|
|
1035
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$559K
|
-$23.7K
|
-996
|
-4%
|
|
|
1036
|
SP Asset Management
Cupertino,
California
|
$558K
|
+$5.36K
|
+225
|
+1%
|
|
|
1037
|
Austin Private Wealth
Austin,
Texas
|
$556K
|
-$160K
|
-6,732
|
-23%
|
|
|
1038
|
Redwood Financial Network
Solon,
Ohio
|
$556K
|
-$21.2K
|
-888
|
-4%
|
|
|
1039
|
DFPG Investments
Sandy,
Utah
|
$556K
|
+$247K
|
+10,356
|
+90%
|
|
|
1040
|
AlphaQ Advisors
Winter Park,
Florida
|
$554K
|
+$104K
|
+4,353
|
+25%
|
|
|
1041
|
Blue Trust Inc
Alpharetta,
Georgia
|
$552K
|
+$9.22K
|
+387
|
+2%
|
|
|
1042
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$549K
|
+$76.3K
|
+3,201
|
+17%
|
|
|
1043
|
Sigma Investment Counselors
Northville,
Michigan
|
$549K
|
+$143
|
+6
|
+0%
|
|
|
1044
|
Sonoma Private Wealth
Sonoma,
California
|
$544K
|
+$510K
|
+21,420
|
New
|
|
|
1045
|
Neuberger Berman Group
New York
|
$542K
|
+$201K
|
+8,445
|
+65%
|
|
|
1046
|
Loudon Investment Management
West Lebanon,
New Hampshire
|
$540K
|
+$507K
|
+21,273
|
New
|
|
|
1047
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$535K
|
+$102K
|
+4,275
|
+25%
|
|
|
1048
|
Sonora Investment Management Group
Tucson,
Arizona
|
$535K
|
-$5.08K
|
-213
|
-1%
|
|
|
1049
|
&Partners
Nashville,
Tennessee
|
$533K
|
+$500K
|
+20,964
|
New
|
|
|
1050
|
Mirador Capital Partners
Pleasanton,
California
|
$532K
|
+$180K
|
+7,545
|
+56%
|
|
