|
1601
|
Destination Wealth Management
Walnut Creek,
California
|
$365K
|
+$21K
|
+662
|
+6%
|
|
|
1602
|
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
$365K
|
+$366K
|
+11,525
|
New
|
|
|
1603
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$363K
|
-$8.53K
|
-269
|
-2%
|
|
|
1604
|
First Trust Advisors
Wheaton,
Illinois
|
$363K
|
+$7.55K
|
+238
|
+2%
|
|
|
1605
|
SIMA Wealth Partners
North Chesterfield,
Virginia
|
$362K
|
+$159
|
+5
|
+0%
|
|
|
1606
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$361K
|
-$18.9K
|
-596
|
-5%
|
|
|
1607
|
JB Capital
Wethersfield,
Connecticut
|
$360K
|
+$2.73K
|
+86
|
+0.8%
|
|
|
1608
|
GAMMA Investing
Foster City,
California
|
$360K
|
–
|
–
|
–
|
|
|
1609
|
PTM Wealth Management
North Wales,
United States
|
$360K
|
-$21.2K
|
-669
|
-6%
|
|
|
1610
|
Pacific Sage Partners
Edmonds,
Washington
|
$359K
|
–
|
–
|
–
|
|
|
1611
|
GatePass Capital
Independence,
Ohio
|
$359K
|
+$7.08K
|
+223
|
+2%
|
|
|
1612
|
Peak Retirement Planning
Columbus,
Ohio
|
$359K
|
+$15.2K
|
+480
|
+4%
|
|
|
1613
|
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
|
$358K
|
+$95.2K
|
+3,000
|
+36%
|
|
|
1614
|
Wealth Management Associates
Cherry Hill,
New Jersey
|
$357K
|
+$114K
|
+3,606
|
+47%
|
|
|
1615
|
Legacy Advisory Services
Exton,
Pennsylvania
|
$355K
|
+$33K
|
+1,039
|
+10%
|
|
|
1616
|
Heirloom Wealth Management
Greenwood Village,
Colorado
|
$355K
|
–
|
–
|
–
|
|
|
1617
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$354K
|
+$15.6K
|
+491
|
+5%
|
|
|
1618
|
Financial Advisors Network
Tustin,
California
|
$353K
|
-$476
|
-15
|
-0.1%
|
|
|
1619
|
Creative Financial Designs
Kokomo,
Indiana
|
$352K
|
+$141K
|
+4,444
|
+67%
|
|
|
1620
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$351K
|
+$351K
|
+11,061
|
New
|
|
|
1621
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$350K
|
-$4.76K
|
-150
|
-1%
|
|
|
1622
|
Rialto Wealth Management
Syracuse,
New York
|
$349K
|
+$274K
|
+8,651
|
+370%
|
|
|
1623
|
Lowery Thomas LLC
Pebble Beach,
California
|
$348K
|
+$15.4K
|
+486
|
+5%
|
|
|
1624
|
Atlas Wealth
Cincinnati,
Ohio
|
$347K
|
+$348K
|
+10,956
|
New
|
|
|
1625
|
GoalVest Advisory
New York
|
$347K
|
-$23.2K
|
-732
|
-6%
|
|
