|
1101
|
PKS Advisory Services
Albany,
New York
|
$308K
|
+$240K
|
+4,787
|
New
|
|
|
1102
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$307K
|
-$10.2K
|
-203
|
-4%
|
|
|
1103
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$306K
|
+$165K
|
+3,297
|
New
|
|
|
1104
|
Schwallier Wealth Management
Grand Rapids,
Michigan
|
$305K
|
+$203K
|
+4,049
|
New
|
|
|
1105
|
Castle Wealth Management
West Palm Beach,
Florida
|
$304K
|
+$236K
|
+4,724
|
New
|
|
|
1106
|
Pictet North America Advisors
Geneva 73,
Switzerland
|
$304K
|
+$236K
|
+4,720
|
New
|
|
|
1107
|
Atlas Wealth Partners
Wyomissing,
Pennsylvania
|
$303K
|
-$12.4K
|
-248
|
-5%
|
|
|
1108
|
Maripau Wealth Management
Fort Wayne,
Indiana
|
$303K
|
+$230K
|
+4,596
|
New
|
|
|
1109
|
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
|
$302K
|
-$19.9K
|
-397
|
-8%
|
|
|
1110
|
Bell Investment Advisors
Oakland,
California
|
$301K
|
–
|
–
|
–
|
|
|
1111
|
Red Mountain Financial
Fort Collins,
Colorado
|
$301K
|
+$234K
|
+4,675
|
New
|
|
|
1112
|
Accredited Investor Services
St. Cloud,
Minnesota
|
$300K
|
-$4.96K
|
-99
|
-2%
|
|
|
1113
|
Lloyd Advisory Services
Suwanee,
Georgia
|
$300K
|
-$21.2K
|
-424
|
-8%
|
|
|
1114
|
Sankala Group
Lyons,
Colorado
|
$298K
|
+$175K
|
+3,501
|
New
|
|
|
1115
|
Burke & Herbert Bank & Trust
Alexandria,
Virginia
|
$297K
|
-$404K
|
-8,075
|
-64%
|
|
|
1116
|
Americana Partners
Houston,
Texas
|
$296K
|
+$230K
|
+4,600
|
New
|
|
|
1117
|
Next Capital Management
New York
|
$295K
|
+$230K
|
+4,585
|
New
|
|
|
1118
|
Weaver Consulting Group
Huntington Beach,
California
|
$294K
|
+$228K
|
+4,563
|
New
|
|
|
1119
|
Evolution Wealth Advisors
Aventura,
Florida
|
$293K
|
+$228K
|
+4,550
|
New
|
|
|
1120
|
Global Wealth Management
Kingston,
New Jersey
|
$293K
|
+$228K
|
+4,548
|
New
|
|
|
1121
|
Geneva Partners
Lake Geneva,
Wisconsin
|
$292K
|
+$227K
|
+4,533
|
New
|
|
|
1122
|
Venturi Wealth Management
Austin,
Texas
|
$292K
|
+$227K
|
+4,527
|
New
|
|
|
1123
|
Curry Webb Wealth Management
Indianapolis,
Indiana
|
$291K
|
+$226K
|
+4,520
|
New
|
|
|
1124
|
MTM Investment Management
Spartanburg,
South Carolina
|
$291K
|
+$501
|
+10
|
+0.2%
|
|
|
1125
|
BDFS Capital
Rehoboth Beach,
Delaware
|
$290K
|
+$226K
|
+4,505
|
New
|
|
