|
1401
|
Basecamp Wealth Advisors
Bellevue,
Washington
|
$431K
|
+$428K
|
+15,729
|
New
|
|
|
1402
|
CM Wealth Advisors
Beachwood,
Ohio
|
$430K
|
-$64.2K
|
-2,360
|
-13%
|
|
|
1403
|
Emergent Wealth Advisors
Williamsville,
New York
|
$427K
|
-$81.3K
|
-2,990
|
-16%
|
|
|
1404
|
Chokshi & Queen Wealth Advisors
San Diego,
California
|
$427K
|
+$25.4K
|
+935
|
+6%
|
|
|
1405
|
Cornerstone Planning
Charlotte,
North Carolina
|
$426K
|
+$423K
|
+15,545
|
New
|
|
|
1406
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$426K
|
+$3.1K
|
+114
|
+0.7%
|
|
|
1407
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$422K
|
+$315K
|
+11,590
|
+305%
|
|
|
1408
|
SignatureFD
Atlanta,
Georgia
|
$421K
|
-$176K
|
-6,480
|
-30%
|
|
|
1409
|
Howland Capital Management
Boston,
Massachusetts
|
$420K
|
–
|
–
|
–
|
|
|
1410
|
Darden Wealth Group
Ann Arbor,
Michigan
|
$420K
|
-$23.1K
|
-848
|
-5%
|
|
|
1411
|
ATLas Financial Planning
Alpharetta,
Georgia
|
$420K
|
+$416K
|
+15,306
|
New
|
|
|
1412
|
Zynergy Retirement Planning
Red Bank,
New Jersey
|
$420K
|
+$5.68K
|
+209
|
+1%
|
|
|
1413
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$414K
|
-$1.46M
|
-53,711
|
-78%
|
|
|
1414
|
Private Client Services
Louisville,
Kentucky
|
$414K
|
-$36.9K
|
-1,358
|
-8%
|
|
|
1415
|
DKM Wealth Management
Stockton,
California
|
$413K
|
–
|
–
|
–
|
|
|
1416
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$412K
|
+$979
|
+36
|
+0.2%
|
|
|
1417
|
Fiduciary Family Office
Boca Raton,
Florida
|
$411K
|
–
|
–
|
–
|
|
|
1418
|
Old National Bancorp
Evansville,
Indiana
|
$411K
|
+$93.5K
|
+3,437
|
+30%
|
|
|
1419
|
Cypress Capital Group
Palm Beach,
Florida
|
$411K
|
+$408K
|
+15,000
|
New
|
|
|
1420
|
Maia Wealth
Denver,
Colorado
|
$410K
|
+$151K
|
+5,566
|
+74%
|
|
|
1421
|
Daytona Street Capital
Saint Louis,
Missouri
|
$409K
|
+$406K
|
+14,927
|
New
|
|
|
1422
|
Tenon Financial
Metuchen,
New Jersey
|
$409K
|
-$6.91K
|
-254
|
-2%
|
|
|
1423
|
Capital Performance Advisors
Walnut Creek,
California
|
$407K
|
+$404K
|
+14,843
|
New
|
|
|
1424
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$405K
|
-$11K
|
-405
|
-3%
|
|
|
1425
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$404K
|
-$2.99K
|
-110
|
-0.7%
|
|
