|
1076
|
Family CFO
Los Altos,
California
|
$1.56M
|
+$255K
|
+5,567
|
+19%
|
|
|
1077
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$1.55M
|
+$135K
|
+2,959
|
+9%
|
|
|
1078
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$1.54M
|
+$330K
|
+7,205
|
+26%
|
|
|
1079
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$1.54M
|
-$12.6K
|
-275
|
-0.8%
|
|
|
1080
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.54M
|
+$259K
|
+5,656
|
+19%
|
|
|
1081
|
Obsidian Personal Planning Solutions
Rockville,
Maryland
|
$1.53M
|
+$2.65K
|
+58
|
+0.2%
|
|
|
1082
|
Aries Wealth Management
Portland,
Maine
|
$1.52M
|
–
|
–
|
–
|
|
|
1083
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.51M
|
-$348K
|
-7,603
|
-18%
|
|
|
1084
|
Sage Capital Advisors
Sioux Falls,
South Dakota
|
$1.5M
|
+$25.9K
|
+566
|
+2%
|
|
|
1085
|
Strategies Wealth Advisors
Grand Rapids,
Michigan
|
$1.48M
|
+$70.9K
|
+1,550
|
+5%
|
|
|
1086
|
Y-Intercept (HK)
Hong Kong
|
$1.47M
|
+$1.54M
|
+33,611
|
New
|
|
|
1087
|
Verde Capital Management
Clarkston,
Michigan
|
$1.46M
|
+$118K
|
+2,583
|
+8%
|
|
|
1088
|
Howe & Rusling
Rochester,
New York
|
$1.46M
|
-$686K
|
-14,990
|
-31%
|
|
|
1089
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$1.45M
|
–
|
–
|
–
|
|
|
1090
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$1.45M
|
-$698K
|
-15,253
|
-32%
|
|
|
1091
|
International Assets Investment Management
Orlando,
Florida
|
$1.43M
|
-$14.6K
|
-318
|
-1%
|
|
|
1092
|
Stonebridge Financial Planning Group
Orlando,
Florida
|
$1.43M
|
+$39.6K
|
+866
|
+3%
|
|
|
1093
|
Bordeaux Wealth Advisors
Menlo Park,
California
|
$1.43M
|
+$673K
|
+14,715
|
+82%
|
|
|
1094
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$1.42M
|
-$13.9K
|
-304
|
-0.9%
|
|
|
1095
|
OneAscent Financial Services
Birmingham,
Alabama
|
$1.41M
|
+$1.47M
|
+32,134
|
New
|
|
|
1096
|
Redwood Wealth Management Group
Medford,
New Jersey
|
$1.4M
|
-$35.8K
|
-782
|
-2%
|
|
|
1097
|
EQ LLC
Bellevue,
Washington
|
$1.4M
|
-$13.8K
|
-301
|
-0.9%
|
|
|
1098
|
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
|
$1.4M
|
-$17.6K
|
-385
|
-1%
|
|
|
1099
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$1.39M
|
-$82.1K
|
-1,794
|
-5%
|
|
|
1100
|
GFS Advisors
Houston,
Texas
|
$1.39M
|
+$458K
|
+10,000
|
+46%
|
|
