|
1026
|
Elevation Wealth Partners
Santa Rosa,
California
|
$192K
|
+$702
|
+2
|
+0.4%
|
|
|
1027
|
HM Payson & Co
Portland,
Maine
|
$187K
|
-$87.7K
|
-250
|
-32%
|
|
|
1028
|
Pacific Center for Financial Services
San Ramon,
California
|
$183K
|
–
|
–
|
–
|
|
|
1029
|
Horizon Investments
Charlotte,
North Carolina
|
$178K
|
+$79.3K
|
+226
|
+85%
|
|
|
1030
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$173K
|
+$30.5K
|
+87
|
+22%
|
|
|
1031
|
Costello Asset Management
Feasterville,
Pennsylvania
|
$167K
|
-$27.7K
|
-79
|
-15%
|
|
|
1032
|
Evolution Wealth Management
Fort Myers,
Florida
|
$167K
|
+$35.8K
|
+102
|
+28%
|
|
|
1033
|
Modus Advisors
Excelsior,
Minnesota
|
$166K
|
-$70.2K
|
-200
|
-30%
|
|
|
1034
|
Montag & Associates
Atlanta,
Georgia
|
$164K
|
–
|
–
|
–
|
|
|
1035
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$160K
|
+$45.6K
|
+130
|
+41%
|
|
|
1036
|
Monetary Solutions
Dayton,
Ohio
|
$160K
|
+$156K
|
+444
|
New
|
|
|
1037
|
Fairway Wealth
Independence,
Ohio
|
$158K
|
–
|
–
|
–
|
|
|
1038
|
Oakworth Capital
Birmingham,
Alabama
|
$156K
|
–
|
–
|
–
|
|
|
1039
|
Friedenthal Financial
Marlton,
New Jersey
|
$149K
|
+$145K
|
+414
|
New
|
|
|
1040
|
Bayban
Bayport,
Minnesota
|
$148K
|
+$144K
|
+410
|
New
|
|
|
1041
|
Pandora Wealth
Oakbrook Terrace,
Illinois
|
$144K
|
–
|
–
|
–
|
|
|
1042
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$144K
|
+$140K
|
+400
|
New
|
|
|
1043
|
MidFirst Bank
Oklahoma City,
Oklahoma
|
$144K
|
+$140K
|
+400
|
New
|
|
|
1044
|
Golden State Wealth Management
Santa Ana,
California
|
$135K
|
+$51.2K
|
+146
|
+63%
|
|
|
1045
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$131K
|
+$52.6K
|
+150
|
+70%
|
|
|
1046
|
Global Trust Asset Management
West Palm Beach,
Florida
|
$128K
|
–
|
–
|
–
|
|
|
1047
|
Clearstead Advisors
Cleveland,
Ohio
|
$127K
|
+$56.8K
|
+162
|
+84%
|
|
|
1048
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$126K
|
–
|
–
|
–
|
|
|
1049
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$125K
|
+$16.5K
|
+47
|
+16%
|
|
|
1050
|
RMG Wealth Management
Platteville,
Wisconsin
|
$124K
|
-$2.1K
|
-6
|
-2%
|
|
