|
1026
|
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
|
$3.12M
|
+$3.27M
|
+65,201
|
New
|
|
|
1027
|
Golden Road Advisors
Tampa,
Florida
|
$3.12M
|
+$47K
|
+935
|
+1%
|
|
|
1028
|
Vivaldi Capital Management
Chicago,
Illinois
|
$3.08M
|
-$652K
|
-12,991
|
-17%
|
|
|
1029
|
Flywheel Private Wealth
Los Altos,
California
|
$3.08M
|
+$3.24M
|
+64,493
|
New
|
|
|
1030
|
Camelot Technology Advisors
San Francisco,
California
|
$3.08M
|
+$37.8K
|
+753
|
+1%
|
|
|
1031
|
Kingswood Wealth Advisors
San Diego,
California
|
$3.06M
|
+$1.5M
|
+29,838
|
+87%
|
|
|
1032
|
Brucke Financial
Indianapolis,
Indiana
|
$3.05M
|
+$3.07M
|
+61,093
|
New
|
|
|
1033
|
SageView Advisory Group
Newport Beach,
California
|
$3.05M
|
+$913K
|
+18,190
|
+40%
|
|
|
1034
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$3.05M
|
-$870K
|
-17,316
|
-21%
|
|
|
1035
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$3.03M
|
-$133K
|
-2,649
|
-4%
|
|
|
1036
|
Provident Wealth Management
Brentwood,
Tennessee
|
$3.03M
|
-$222K
|
-4,419
|
-7%
|
|
|
1037
|
Marquette Associates
Chicago,
Illinois
|
$3.01M
|
+$100K
|
+1,995
|
+3%
|
|
|
1038
|
Pachira Investments
Dana Point,
California
|
$3M
|
+$38.6K
|
+769
|
+1%
|
|
|
1039
|
Highline Wealth Partners
Sherman Oaks,
California
|
$3M
|
+$855K
|
+17,025
|
+37%
|
|
|
1040
|
Perennial Investment Advisors
Los Angeles,
California
|
$3M
|
+$268K
|
+5,334
|
+9%
|
|
|
1041
|
Journey Strategic Wealth
Summit,
New Jersey
|
$2.99M
|
-$579K
|
-11,535
|
-16%
|
|
|
1042
|
Barrett & Company
Providence,
Rhode Island
|
$2.97M
|
-$55.7K
|
-1,109
|
-2%
|
|
|
1043
|
Gray Private Wealth
Canton,
Massachusetts
|
$2.97M
|
+$143K
|
+2,841
|
+5%
|
|
|
1044
|
NorthRock Partners
Minneapolis,
Minnesota
|
$2.97M
|
+$200K
|
+3,973
|
+7%
|
|
|
1045
|
OneAscent Financial Services
Birmingham,
Alabama
|
$2.95M
|
+$3.1M
|
+61,665
|
New
|
|
|
1046
|
Baker Avenue Asset Management
San Francisco,
California
|
$2.92M
|
+$179K
|
+3,560
|
+6%
|
|
|
1047
|
Collective Family Office
York,
Pennsylvania
|
$2.91M
|
+$32.6K
|
+650
|
+1%
|
|
|
1048
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.9M
|
+$79.7K
|
+1,588
|
+3%
|
|
|
1049
|
TPG Financial Advisors
Portland,
Oregon
|
$2.89M
|
+$76.1K
|
+1,516
|
+3%
|
|
|
1050
|
Echo Wealth Management
Plymouth,
Minnesota
|
$2.89M
|
-$63.2K
|
-1,259
|
-2%
|
|
