|
1076
|
Kelleher Financial Advisors
New York
|
$519K
|
–
|
–
|
–
|
|
|
1077
|
Mission Wealth Management
Santa Barbara,
California
|
$516K
|
-$8.75M
|
-336,099
|
-94%
|
|
|
1078
|
Precedent Wealth Partners
Houston,
Texas
|
$513K
|
+$310K
|
+11,895
|
+150%
|
|
|
1079
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$513K
|
+$30.6K
|
+1,176
|
+6%
|
|
|
1080
|
FC Advisory
West Chester,
Pennsylvania
|
$511K
|
+$65.5K
|
+2,517
|
+15%
|
|
|
1081
|
|
$511K
|
+$13.4K
|
+516
|
+3%
|
|
|
1082
|
Bryant Woods Investment Advisors
Getzville,
New York
|
$511K
|
+$564K
|
+21,660
|
New
|
|
|
1083
|
Keating Investment Counselors
Delray Beach,
Florida
|
$510K
|
-$497K
|
-19,098
|
-49%
|
|
|
1084
|
Tranquility Partners
Brentwood,
Tennessee
|
$508K
|
-$4.61K
|
-177
|
-0.9%
|
|
|
1085
|
Callan Capital
La Jolla,
California
|
$507K
|
+$509K
|
+19,554
|
New
|
|
|
1086
|
Round Rock Advisors
Wilton,
Connecticut
|
$506K
|
-$7.34K
|
-282
|
-1%
|
|
|
1087
|
Prosperity Wealth Management
San Ramon,
California
|
$504K
|
+$24.9K
|
+957
|
+5%
|
|
|
1088
|
Godsey & Gibb Inc
Richmond,
Virginia
|
$504K
|
-$37.5K
|
-1,440
|
-7%
|
|
|
1089
|
Tidemark
San Diego,
California
|
$503K
|
+$41.1K
|
+1,578
|
+9%
|
|
|
1090
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$503K
|
-$71.6K
|
-2,751
|
-12%
|
|
|
1091
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$503K
|
+$230K
|
+8,817
|
+85%
|
|
|
1092
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$500K
|
-$153K
|
-5,895
|
-23%
|
|
|
1093
|
SignatureFD
Atlanta,
Georgia
|
$499K
|
-$22.3K
|
-855
|
-4%
|
|
|
1094
|
Clarkston Capital Partners
Rochester,
Michigan
|
$499K
|
–
|
–
|
–
|
|
|
1095
|
KFG Wealth Management
Granger,
Indiana
|
$495K
|
+$179K
|
+6,876
|
+56%
|
|
|
1096
|
O'Rourke & Company
Boston,
Massachusetts
|
$495K
|
+$104K
|
+3,999
|
+26%
|
|
|
1097
|
Whittier Trust
South Pasadena,
California
|
$492K
|
-$181K
|
-6,948
|
-27%
|
|
|
1098
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$491K
|
+$123K
|
+4,737
|
+33%
|
|
|
1099
|
PDS Planning
Dublin,
Ohio
|
$490K
|
+$7.81K
|
+300
|
+2%
|
|
|
1100
|
Austin Private Wealth
Austin,
Texas
|
$488K
|
-$70K
|
-2,688
|
-12%
|
|
