|
1301
|
Elevation Wealth Partners
Santa Rosa,
California
|
$500K
|
–
|
–
|
–
|
|
|
1302
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$500K
|
-$5.97K
|
-31
|
-1%
|
|
|
1303
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$500K
|
+$21.4K
|
+111
|
+5%
|
|
|
1304
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$499K
|
–
|
–
|
–
|
|
|
1305
|
Litman Gregory Wealth Management
Larkspur,
California
|
$499K
|
+$14.3K
|
+74
|
+3%
|
|
|
1306
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$496K
|
+$448K
|
+2,327
|
New
|
|
|
1307
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$495K
|
+$447K
|
+2,322
|
New
|
|
|
1308
|
Strategic Financial Concepts
San Antonio,
Texas
|
$495K
|
-$530K
|
-2,750
|
-54%
|
|
|
1309
|
Griffin Asset Management
New York
|
$495K
|
+$37.6K
|
+195
|
+9%
|
|
|
1310
|
Girard Partners
King Of Prussia,
Pennsylvania
|
$495K
|
+$124K
|
+645
|
+39%
|
|
|
1311
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$491K
|
+$62.8K
|
+326
|
+16%
|
|
|
1312
|
Brown, Lisle/Cummings
Providence,
Rhode Island
|
$491K
|
+$193
|
+1
|
+0%
|
|
|
1313
|
Plancorp LLC
Saint Louis,
Missouri
|
$489K
|
+$15K
|
+78
|
+4%
|
|
|
1314
|
TrueWealth Advisors
Birmingham,
Alabama
|
$488K
|
-$2.12K
|
-11
|
-0.5%
|
|
|
1315
|
|
$487K
|
+$440K
|
+2,285
|
New
|
|
|
1316
|
Mattern Capital Management
Lakewood,
Colorado
|
$487K
|
–
|
–
|
–
|
|
|
1317
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$487K
|
+$54.7K
|
+284
|
+14%
|
|
|
1318
|
Intrinsic Value Partners
Phoenix,
Arizona
|
$486K
|
+$439K
|
+2,280
|
New
|
|
|
1319
|
First Interstate Bank
Billings,
Montana
|
$485K
|
-$41.4K
|
-215
|
-9%
|
|
|
1320
|
Armbruster Capital Management
Pittsford,
New York
|
$483K
|
–
|
–
|
–
|
|
|
1321
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$483K
|
-$102K
|
-531
|
-19%
|
|
|
1322
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$483K
|
-$116K
|
-601
|
-21%
|
|
|
1323
|
Belpointe Asset Management
Reno,
Nevada
|
$482K
|
-$233K
|
-1,210
|
-35%
|
|
|
1324
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$481K
|
+$15.4K
|
+80
|
+4%
|
|
|
1325
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$480K
|
+$102K
|
+530
|
+31%
|
|
