|
926
|
Evercore Wealth Management
New York
|
$322K
|
–
|
–
|
–
|
|
|
927
|
Accredited Investors
Edina,
Minnesota
|
$321K
|
–
|
–
|
–
|
|
|
928
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$320K
|
-$630
|
-4
|
-0.2%
|
|
|
929
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$317K
|
-$75.7K
|
-481
|
-20%
|
|
|
930
|
First Foundation Advisors
Irvine,
California
|
$317K
|
+$77.3K
|
+491
|
+35%
|
|
|
931
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$316K
|
–
|
–
|
–
|
|
|
932
|
Mezzasalma Advisors
Tinton Falls,
New Jersey
|
$316K
|
-$7.87K
|
-50
|
-3%
|
|
|
933
|
Horizon Bancorp
Michigan City,
Indiana
|
$315K
|
+$300K
|
+1,905
|
New
|
|
|
934
|
CGC Financial Services
Lake Oswego,
Oregon
|
$314K
|
+$299K
|
+1,901
|
New
|
|
|
935
|
Appleton Partners
Boston,
Massachusetts
|
$314K
|
–
|
–
|
–
|
|
|
936
|
Belpointe Asset Management
Reno,
Nevada
|
$313K
|
-$289K
|
-1,838
|
-49%
|
|
|
937
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$313K
|
+$15K
|
+95
|
+5%
|
|
|
938
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$312K
|
-$66K
|
-419
|
-18%
|
|
|
939
|
Rooted Wealth Advisors
Bourbonnais,
Illinois
|
$312K
|
+$11.8K
|
+75
|
+4%
|
|
|
940
|
Next Level Private
Harrison,
New York
|
$310K
|
+$294K
|
+1,868
|
New
|
|
|
941
|
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
|
$309K
|
–
|
–
|
–
|
|
|
942
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$308K
|
-$37K
|
-235
|
-11%
|
|
|
943
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$306K
|
–
|
–
|
–
|
|
|
944
|
Twin Focus Capital Partners
Boston,
Massachusetts
|
$306K
|
–
|
–
|
–
|
|
|
945
|
Lifeworks Advisors
Grand Rapids,
Michigan
|
$306K
|
+$291K
|
+1,849
|
New
|
|
|
946
|
Fairhaven Wealth Management
Oak Brook,
Illinois
|
$305K
|
+$291K
|
+1,847
|
New
|
|
|
947
|
Summit Financial Strategies
Columbus,
Ohio
|
$305K
|
+$21.3K
|
+135
|
+8%
|
|
|
948
|
SteelPeak Wealth
Woodland Hills,
California
|
$305K
|
+$290K
|
+1,844
|
New
|
|
|
949
|
Key Client Fiduciary Advisors
Fairfield,
New Jersey
|
$304K
|
+$15.4K
|
+98
|
+6%
|
|
|
950
|
AJ Wealth Strategies
New York
|
$304K
|
+$157
|
+1
|
+0.1%
|
|
