|
1251
|
Waypoint Wealth Counsel
Atlanta,
Georgia
|
$717K
|
-$1.12M
|
-37,066
|
-61%
|
|
|
1252
|
Patrick M. Sweeney & Associates
Libertyville,
Illinois
|
$717K
|
+$18.5K
|
+609
|
+3%
|
|
|
1253
|
SVB Wealth
Boston,
Massachusetts
|
$715K
|
-$408K
|
-13,443
|
-37%
|
|
|
1254
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$713K
|
–
|
–
|
–
|
|
|
1255
|
Merited Wealth
North Bay Village,
Florida
|
$713K
|
+$41K
|
+1,353
|
+6%
|
|
|
1256
|
WFA of San Diego
San Diego,
California
|
$707K
|
-$21.6K
|
-712
|
-3%
|
|
|
1257
|
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
$707K
|
+$108K
|
+3,568
|
+18%
|
|
|
1258
|
Keystone Wealth Services
Palm Desert,
California
|
$707K
|
+$75.9K
|
+2,503
|
+12%
|
|
|
1259
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$704K
|
+$5.7K
|
+188
|
+0.8%
|
|
|
1260
|
Concentrum Wealth Management
San Jose,
California
|
$704K
|
+$696K
|
+22,946
|
New
|
|
|
1261
|
Paladin Advisory Group
Clive,
Iowa
|
$703K
|
–
|
–
|
–
|
|
|
1262
|
Fulcrum Capital
Seattle,
Washington
|
$702K
|
–
|
–
|
–
|
|
|
1263
|
Meridian Wealth Advisors
Austin,
Texas
|
$700K
|
–
|
–
|
–
|
|
|
1264
|
Dale Q Rice Investment Management
Vancouver,
Washington
|
$700K
|
-$5.43K
|
-179
|
-0.8%
|
|
|
1265
|
Lyell Wealth Management
Menlo Park,
California
|
$697K
|
–
|
–
|
–
|
|
|
1266
|
Lantern Wealth Advisors
Melville,
New York
|
$696K
|
+$35.5K
|
+1,171
|
+5%
|
|
|
1267
|
Appleton Partners
Boston,
Massachusetts
|
$696K
|
-$4.55K
|
-150
|
-0.7%
|
|
|
1268
|
Capital Developers
Greenville,
North Carolina
|
$694K
|
-$21.5K
|
-708
|
-3%
|
|
|
1269
|
SignatureFD
Atlanta,
Georgia
|
$693K
|
+$219K
|
+7,230
|
+47%
|
|
|
1270
|
Element Wealth
Ridgeland,
Mississippi
|
$692K
|
-$19.6K
|
-646
|
-3%
|
|
|
1271
|
1900 Wealth Management
San Antonio,
Texas
|
$691K
|
+$77.7K
|
+2,561
|
+13%
|
|
|
1272
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$689K
|
+$2.12K
|
+70
|
+0.3%
|
|
|
1273
|
Storen Legacy Partners
Zionsville,
Indiana
|
$686K
|
-$28.7K
|
-946
|
-4%
|
|
|
1274
|
Cypress Capital
Franklin,
Tennessee
|
$686K
|
-$22.1K
|
-728
|
-3%
|
|
|
1275
|
Williams Jones Wealth Management
New York
|
$683K
|
+$3.06K
|
+101
|
+0.5%
|
|
