|
451
|
Imprint Wealth
Mount Pleasant,
South Carolina
|
$958K
|
+$905K
|
+35,484
|
New
|
|
|
452
|
Pacific Sun Financial
Los Angeles,
California
|
$955K
|
-$12.2K
|
-480
|
-1%
|
|
|
453
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$951K
|
+$205K
|
+8,022
|
+30%
|
|
|
454
|
Csenge Advisory Group
Clearwater,
Florida
|
$944K
|
-$71.5K
|
-2,805
|
-7%
|
|
|
455
|
Madison Wealth Partners
Madison,
Wisconsin
|
$943K
|
+$76.5K
|
+3,000
|
+9%
|
|
|
456
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$941K
|
–
|
–
|
–
|
|
|
457
|
National Wealth Management Group
Cincinnati,
Ohio
|
$929K
|
-$43.2K
|
-1,692
|
-5%
|
|
|
458
|
Atria Wealth Solutions
New York
|
$928K
|
-$85.2K
|
-3,342
|
-9%
|
|
|
459
|
Fiduciary Trust
Boston,
Massachusetts
|
$928K
|
+$7.65K
|
+300
|
+0.9%
|
|
|
460
|
Diligent Investors
Redlands,
California
|
$927K
|
-$3.44K
|
-135
|
-0.4%
|
|
|
461
|
Parallel Advisors
San Francisco,
California
|
$926K
|
-$9.11K
|
-357
|
-1%
|
|
|
462
|
MCF Advisors
Covington,
Kentucky
|
$914K
|
-$147K
|
-5,769
|
-15%
|
|
|
463
|
BlueChip Wealth Advisors
Milton,
Georgia
|
$911K
|
-$4.06K
|
-159
|
-0.5%
|
|
|
464
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$899K
|
+$7.12K
|
+279
|
+0.8%
|
|
|
465
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$897K
|
+$108K
|
+4,233
|
+15%
|
|
|
466
|
NWAM LLC
Mercer Island,
Washington
|
$894K
|
+$21.1K
|
+828
|
+3%
|
|
|
467
|
Cozad Asset Management
Champaign,
Illinois
|
$863K
|
-$101K
|
-3,945
|
-11%
|
|
|
468
|
Worth Asset Management
Dallas,
Texas
|
$853K
|
-$169K
|
-6,633
|
-17%
|
|
|
469
|
Cascade Financial Partners
San Diego,
California
|
$853K
|
+$841K
|
+32,982
|
New
|
|
|
470
|
Rede Wealth
Charlottesville,
Virginia
|
$848K
|
-$192K
|
-7,524
|
-19%
|
|
|
471
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$848K
|
+$494K
|
+19,350
|
+163%
|
|
|
472
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$846K
|
-$513K
|
-20,109
|
-39%
|
|
|
473
|
CAP Partners LLC
Franklin,
Tennessee
|
$841K
|
+$9.87K
|
+387
|
+1%
|
|
|
474
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$839K
|
–
|
–
|
–
|
|
|
475
|
Pegasus Asset Management
Montebello,
New York
|
$837K
|
–
|
–
|
–
|
|
