|
326
|
Juncture Wealth Strategies
Scottsdale,
Arizona
|
$1.26M
|
+$1.34M
|
+5,877
|
New
|
|
|
327
|
Northeast Financial Consultants
Westport,
Connecticut
|
$1.26M
|
–
|
–
|
–
|
|
|
328
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$1.25M
|
+$164K
|
+722
|
+14%
|
|
|
329
|
U.S. Capital Wealth Advisors
Austin,
Texas
|
$1.24M
|
+$1.06M
|
+4,658
|
+408%
|
|
|
330
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$1.24M
|
–
|
–
|
–
|
|
|
331
|
Rebalance
Palo Alto,
California
|
$1.24M
|
+$227
|
+1
|
+0%
|
|
|
332
|
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
|
$1.24M
|
-$41.4K
|
-182
|
-3%
|
|
|
333
|
WealthPLAN Partners
Omaha,
Nebraska
|
$1.24M
|
+$385K
|
+1,692
|
+41%
|
|
|
334
|
Csenge Advisory Group
Clearwater,
Florida
|
$1.24M
|
+$20.7K
|
+91
|
+2%
|
|
|
335
|
Summit Financial
Parsippany,
New Jersey
|
$1.23M
|
+$97.5K
|
+429
|
+8%
|
|
|
336
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$1.22M
|
+$16.8K
|
+74
|
+1%
|
|
|
337
|
Aspire Wealth Management
Waltham,
Massachusetts
|
$1.2M
|
+$455
|
+2
|
+0%
|
|
|
338
|
Opus Capital Group
Cincinnati,
Ohio
|
$1.2M
|
-$1.36K
|
-6
|
-0.1%
|
|
|
339
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$1.2M
|
+$52.3K
|
+230
|
+4%
|
|
|
340
|
Falcon Wealth Planning
Ontario,
California
|
$1.19M
|
-$20.2K
|
-89
|
-2%
|
|
|
341
|
TCI Wealth Advisors
Tucson,
Arizona
|
$1.17M
|
+$682
|
+3
|
+0.1%
|
|
|
342
|
Millennium Management
New York
|
$1.17M
|
+$1.24M
|
+5,450
|
New
|
|
|
343
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$1.17M
|
–
|
–
|
–
|
|
|
344
|
One Charles Private Wealth Services
Hingham,
Massachusetts
|
$1.16M
|
+$67.7K
|
+298
|
+6%
|
|
|
345
|
Dravo Bay
Rehoboth Beach,
Delaware
|
$1.16M
|
+$47.3K
|
+208
|
+4%
|
|
|
346
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$1.16M
|
+$70.5K
|
+310
|
+6%
|
|
|
347
|
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
$1.16M
|
-$10.2K
|
-45
|
-0.8%
|
|
|
348
|
BOK Financial
Tulsa,
Oklahoma
|
$1.15M
|
-$109K
|
-479
|
-8%
|
|
|
349
|
Aspiriant LLC
Los Angeles,
California
|
$1.15M
|
+$82.7K
|
+364
|
+7%
|
|
|
350
|
Country Club Bank
Kansas City,
Missouri
|
$1.15M
|
-$189K
|
-830
|
-13%
|
|
