|
901
|
Westshore Wealth
Newport Beach,
California
|
$695K
|
–
|
–
|
–
|
|
|
902
|
Pacific Sun Financial
Los Angeles,
California
|
$693K
|
-$16.4K
|
-30
|
-3%
|
|
|
903
|
Ascent Wealth Partners
New Hartford,
New York
|
$687K
|
–
|
–
|
–
|
|
|
904
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$683K
|
+$54.6K
|
+100
|
+11%
|
|
|
905
|
Threadgill Financial
Spring,
Texas
|
$683K
|
+$215K
|
+394
|
+61%
|
|
|
906
|
Embree Financial Group
Chicago,
Illinois
|
$682K
|
+$5.46K
|
+10
|
+1%
|
|
|
907
|
Ridgepath Capital Management
Knoxville,
Tennessee
|
$681K
|
–
|
–
|
–
|
|
|
908
|
Greenland Capital Management
New York
|
$678K
|
+$564K
|
+1,034
|
New
|
|
|
909
|
Madison Wealth Partners
Madison,
Wisconsin
|
$677K
|
+$563K
|
+1,032
|
New
|
|
|
910
|
Empower Advisory Group
Greenwood Village,
Colorado
|
$675K
|
+$145K
|
+265
|
+35%
|
|
|
911
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$673K
|
+$8.18K
|
+15
|
+1%
|
|
|
912
|
Navis Wealth Advisors
Rye Brook,
New York
|
$670K
|
-$191K
|
-350
|
-26%
|
|
|
913
|
Platform Technology Partners
New York
|
$668K
|
+$148K
|
+272
|
+36%
|
|
|
914
|
Bell Investment Advisors
Oakland,
California
|
$665K
|
-$16.4K
|
-30
|
-3%
|
|
|
915
|
Stiles Financial Services
Edina,
Minnesota
|
$665K
|
+$30K
|
+55
|
+6%
|
|
|
916
|
Optivise Advisory Services
Franklin,
Tennessee
|
$664K
|
+$97.1K
|
+178
|
+21%
|
|
|
917
|
Triumph Capital Management
Denver,
Colorado
|
$664K
|
-$165K
|
-303
|
-23%
|
|
|
918
|
Welch Financial Planning
Boulder,
Colorado
|
$662K
|
–
|
–
|
–
|
|
|
919
|
Lantern Wealth Advisors
Melville,
New York
|
$662K
|
+$551K
|
+1,009
|
New
|
|
|
920
|
Markowski Investments
Tampa,
Florida
|
$656K
|
+$546K
|
+1,000
|
New
|
|
|
921
|
Charles Schwab Trust
Henderson,
Nevada
|
$656K
|
–
|
–
|
–
|
|
|
922
|
Gruss & Co
West Palm Beach,
Florida
|
$656K
|
–
|
–
|
–
|
|
|
923
|
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
|
$651K
|
+$81.3K
|
+149
|
+18%
|
|
|
924
|
Triad Wealth Partners
Lawrence,
Kansas
|
$651K
|
+$651K
|
+1,194
|
New
|
|
|
925
|
Semus Wealth Partners
Boca Raton,
Florida
|
$649K
|
–
|
–
|
–
|
|
