|
1301
|
|
$616K
|
+$67.9K
|
+1,323
|
+12%
|
|
|
1302
|
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
|
$615K
|
+$618K
|
+12,044
|
New
|
|
|
1303
|
Vigilare Wealth Management
Scottsdale,
Arizona
|
$613K
|
+$565
|
+11
|
+0.1%
|
|
|
1304
|
Monograph Wealth Advisors
Manhattan Beach,
California
|
$612K
|
+$615K
|
+11,983
|
New
|
|
|
1305
|
First United Bank & Trust
Oakland,
Maryland
|
$608K
|
–
|
–
|
–
|
|
|
1306
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$603K
|
+$5.54K
|
+108
|
+0.9%
|
|
|
1307
|
Strategic Financial Services
Utica,
New York
|
$602K
|
+$2.21K
|
+43
|
+0.4%
|
|
|
1308
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$601K
|
+$19K
|
+370
|
+3%
|
|
|
1309
|
Strategic Financial Partners
Bend,
Oregon
|
$600K
|
-$78.1K
|
-1,521
|
-11%
|
|
|
1310
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$598K
|
+$78.8K
|
+1,534
|
+15%
|
|
|
1311
|
TruWealth Advisors
Metairie,
Louisiana
|
$594K
|
+$337K
|
+6,554
|
+129%
|
|
|
1312
|
Independent Wealth Network
Urbandale,
Iowa
|
$590K
|
+$24.3K
|
+474
|
+4%
|
|
|
1313
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$585K
|
+$588K
|
+11,453
|
New
|
|
|
1314
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$580K
|
+$583K
|
+11,355
|
New
|
|
|
1315
|
|
$577K
|
–
|
–
|
–
|
|
|
1316
|
QCM Cayman
Houston,
Texas
|
$573K
|
+$576K
|
+11,226
|
New
|
|
|
1317
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$570K
|
+$30.7K
|
+598
|
+6%
|
|
|
1318
|
Apeiron RIA
Dallas,
Texas
|
$569K
|
+$572K
|
+11,144
|
New
|
|
|
1319
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$567K
|
+$22.7K
|
+442
|
+4%
|
|
|
1320
|
Viewpoint Capital Management
Seattle,
Washington
|
$566K
|
+$569K
|
+11,086
|
New
|
|
|
1321
|
Canal Capital Management
Richmond,
Virginia
|
$564K
|
-$1.99M
|
-38,765
|
-78%
|
|
|
1322
|
ACAS LLC
Rancho Santa Fe,
California
|
$563K
|
-$23.5K
|
-458
|
-4%
|
|
|
1323
|
Marble Harbor Investment Counsel
Boston,
Massachusetts
|
$562K
|
–
|
–
|
–
|
|
|
1324
|
Level Four Advisory Services
Dallas,
Texas
|
$561K
|
-$124K
|
-2,410
|
-18%
|
|
|
1325
|
Brio Consultants
San Francisco,
California
|
$559K
|
-$62.7K
|
-1,221
|
-10%
|
|
