|
976
|
CCG Wealth Management
San Diego,
California
|
$1.2M
|
+$219
|
+2
|
+0%
|
|
|
977
|
Private Wealth Partners
Mill Valley,
California
|
$1.19M
|
–
|
–
|
–
|
|
|
978
|
Chapin Davis
Baltimore,
Maryland
|
$1.19M
|
+$766
|
+7
|
+0.1%
|
|
|
979
|
M.E. Allison & Co
San Antonio,
Texas
|
$1.18M
|
-$12.6K
|
-115
|
-1%
|
|
|
980
|
Midwestern Financial
Iowa City,
Iowa
|
$1.18M
|
+$1.42K
|
+13
|
+0.1%
|
|
|
981
|
Hillcrest Wealth Advisors
Hazlet,
New Jersey
|
$1.18M
|
-$4.02M
|
-36,750
|
-79%
|
|
|
982
|
North Star Asset Management
Neenah,
Wisconsin
|
$1.17M
|
+$92.1K
|
+841
|
+9%
|
|
|
983
|
DLK Investment Management
Solana Beach,
California
|
$1.17M
|
+$222K
|
+2,030
|
New
|
|
|
984
|
Tidemark
San Diego,
California
|
$1.17M
|
+$219
|
+2
|
+0%
|
|
|
985
|
|
$1.17M
|
+$451K
|
+4,122
|
+73%
|
|
|
986
|
Bonfire Financial
Colorado Springs,
Colorado
|
$1.16M
|
+$1.09K
|
+10
|
+0.1%
|
|
|
987
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.16M
|
+$12.6K
|
+115
|
+1%
|
|
|
988
|
R.W. Roge & Company
Bohemia,
New York
|
$1.16M
|
–
|
–
|
–
|
|
|
989
|
Empirical Asset Management
Wellesley,
Massachusetts
|
$1.16M
|
+$231K
|
+2,113
|
+28%
|
|
|
990
|
Waters Parkerson & Co
New Orleans,
Louisiana
|
$1.16M
|
-$91.8K
|
-838
|
-8%
|
|
|
991
|
Accretive Wealth Partners
Parsippany,
New Jersey
|
$1.16M
|
–
|
–
|
–
|
|
|
992
|
Allied Private Wealth
Boca Raton,
Florida
|
$1.16M
|
+$1.1M
|
+10,008
|
New
|
|
|
993
|
Peak Retirement Planning
Columbus,
Ohio
|
$1.15M
|
+$29.8K
|
+272
|
+3%
|
|
|
994
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.15M
|
+$20.6K
|
+188
|
+2%
|
|
|
995
|
United Advisor Group
Cincinnati,
Ohio
|
$1.15M
|
-$80.4K
|
-734
|
-7%
|
|
|
996
|
Sonata Capital Group
Seattle,
Washington
|
$1.15M
|
+$10.9K
|
+100
|
+1%
|
|
|
997
|
Selective Wealth Management
Forest,
Virginia
|
$1.13M
|
-$6.84M
|
-62,476
|
-86%
|
|
|
998
|
Avior Wealth Management
Omaha,
Nebraska
|
$1.13M
|
-$167K
|
-1,528
|
-14%
|
|
|
999
|
Texas Capital Bank Wealth Management Services
Dallas,
Texas
|
$1.13M
|
+$124K
|
+1,135
|
+14%
|
|
|
1000
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.12M
|
+$51.2K
|
+468
|
+5%
|
|
