|
1001
|
One Wealth Advisors
San Francisco,
California
|
$254K
|
–
|
–
|
–
|
|
|
1002
|
Mogy Joel R Investment Counsel
Beverly Hills,
California
|
$253K
|
+$224K
|
+312
|
New
|
|
|
1003
|
|
$252K
|
–
|
–
|
–
|
|
|
1004
|
Belpointe Asset Management
Reno,
Nevada
|
$251K
|
-$9.35K
|
-13
|
-4%
|
|
|
1005
|
Arete Wealth Advisors
Chicago,
Illinois
|
$250K
|
-$229K
|
-319
|
-51%
|
|
|
1006
|
Napa Wealth Management
Napa,
California
|
$250K
|
+$222K
|
+308
|
New
|
|
|
1007
|
Arkadios Wealth Advisors
Atlanta,
Georgia
|
$247K
|
+$219K
|
+305
|
New
|
|
|
1008
|
Lake Street Private Wealth
Chicago,
Illinois
|
$246K
|
-$28.8K
|
-40
|
-12%
|
|
|
1009
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$246K
|
+$219K
|
+304
|
New
|
|
|
1010
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$246K
|
-$383K
|
-532
|
-64%
|
|
|
1011
|
Aureus Asset Management
Boston,
Massachusetts
|
$243K
|
+$216K
|
+300
|
New
|
|
|
1012
|
Cutter & Co Brokerage
Ballwin,
Missouri
|
$243K
|
+$216K
|
+300
|
New
|
|
|
1013
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$243K
|
+$216K
|
+300
|
New
|
|
|
1014
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$242K
|
+$215K
|
+299
|
New
|
|
|
1015
|
Regent Peak Wealth Advisors
Atlanta,
Georgia
|
$241K
|
+$214K
|
+298
|
New
|
|
|
1016
|
Strategic Blueprint
Atlanta,
Georgia
|
$240K
|
+$214K
|
+297
|
New
|
|
|
1017
|
Sentry Investment Management
Stevens Point,
Wisconsin
|
$240K
|
–
|
–
|
–
|
|
|
1018
|
Adero Partners
Pleasanton,
California
|
$239K
|
+$212K
|
+295
|
New
|
|
|
1019
|
Old Port Advisors
Portland,
Maine
|
$239K
|
+$212K
|
+295
|
New
|
|
|
1020
|
HCR Wealth Advisors
Los Angeles,
California
|
$236K
|
-$216K
|
-300
|
-51%
|
|
|
1021
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$235K
|
-$49.6K
|
-69
|
-19%
|
|
|
1022
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$235K
|
+$209K
|
+290
|
New
|
|
|
1023
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$234K
|
+$208K
|
+289
|
New
|
|
|
1024
|
Cornerstone Wealth Group
Huntersville,
North Carolina
|
$233K
|
+$207K
|
+288
|
New
|
|
|
1025
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$233K
|
+$207K
|
+288
|
New
|
|
