|
1051
|
Sightline Wealth Advisors
Groton,
Connecticut
|
$3.87M
|
+$74.1K
|
+1,384
|
+2%
|
|
|
1052
|
BridgePort Financial Solutions
Fairfield,
Iowa
|
$3.83M
|
+$86.1K
|
+1,607
|
+2%
|
|
|
1053
|
Forum Financial Management
Lombard,
Illinois
|
$3.82M
|
+$58.2K
|
+1,086
|
+2%
|
|
|
1054
|
Lazard Asset Management
New York
|
$3.81M
|
+$1.58M
|
+29,458
|
+79%
|
|
|
1055
|
Pachira Investments
Dana Point,
California
|
$3.81M
|
+$458K
|
+8,555
|
+15%
|
|
|
1056
|
Weinberger Asset Management
Los Angeles,
California
|
$3.79M
|
-$315K
|
-5,878
|
-8%
|
|
|
1057
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$3.79M
|
-$23.2K
|
-434
|
-0.6%
|
|
|
1058
|
Gold Investment Management
Edmonton,
Alberta, Canada
|
$3.79M
|
-$16.3K
|
-304
|
-0.5%
|
|
|
1059
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$3.79M
|
+$111K
|
+2,075
|
+3%
|
|
|
1060
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$3.79M
|
-$346K
|
-6,468
|
-9%
|
|
|
1061
|
Steph & Co
Marinette,
Wisconsin
|
$3.79M
|
+$21.7K
|
+405
|
+0.6%
|
|
|
1062
|
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
|
$3.77M
|
-$42.9K
|
-800
|
-1%
|
|
|
1063
|
Flywheel Private Wealth
Los Altos,
California
|
$3.77M
|
-$110K
|
-2,055
|
-3%
|
|
|
1064
|
Allodium Investment Consultants
Minneapolis,
Minnesota
|
$3.77M
|
+$43.6K
|
+814
|
+1%
|
|
|
1065
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$3.76M
|
-$816K
|
-15,225
|
-19%
|
|
|
1066
|
Sax Wealth Advisors
Parsippany,
New Jersey
|
$3.75M
|
-$385K
|
-7,188
|
-10%
|
|
|
1067
|
Baker Avenue Asset Management
San Francisco,
California
|
$3.75M
|
-$289K
|
-5,401
|
-8%
|
|
|
1068
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$3.75M
|
+$294K
|
+5,493
|
+9%
|
|
|
1069
|
Sincerus Advisory
New York
|
$3.74M
|
-$26.8K
|
-501
|
-0.8%
|
|
|
1070
|
TD Private Client Wealth
New York
|
$3.74M
|
+$118K
|
+2,197
|
+3%
|
|
|
1071
|
Camelot Technology Advisors
San Francisco,
California
|
$3.72M
|
+$25.7K
|
+480
|
+0.7%
|
|
|
1072
|
Nestegg Advisors
Hauppauge,
New York
|
$3.71M
|
+$1.39K
|
+26
|
+0%
|
|
|
1073
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.7M
|
-$1.17M
|
-21,799
|
-25%
|
|
|
1074
|
OneAscent Financial Services
Birmingham,
Alabama
|
$3.7M
|
-$3.21M
|
-60,019
|
-48%
|
|
|
1075
|
SYM Financial Corp
Winona Lake,
Indiana
|
$3.68M
|
+$150K
|
+2,803
|
+5%
|
|
