|
1201
|
Wealth Advisors Northwest
Portland,
Oregon
|
$734K
|
–
|
–
|
–
|
|
|
1202
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$734K
|
–
|
–
|
–
|
|
|
1203
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$733K
|
–
|
–
|
–
|
|
|
1204
|
Optivise Advisory Services
Franklin,
Tennessee
|
$732K
|
+$137K
|
+1,251
|
+26%
|
|
|
1205
|
United Community Bank
Greenville,
South Carolina
|
$731K
|
–
|
–
|
–
|
|
|
1206
|
Indivisible Partners
Clearwater,
Florida
|
$730K
|
-$500K
|
-4,568
|
-43%
|
|
|
1207
|
Accel Wealth Management
Waverly,
Iowa
|
$729K
|
+$36.7K
|
+335
|
+6%
|
|
|
1208
|
Nvest Financial
Portsmouth,
New Hampshire
|
$727K
|
+$109K
|
+995
|
+20%
|
|
|
1209
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$727K
|
–
|
–
|
–
|
|
|
1210
|
Millennium Capital Advisors
Little Rock,
Arkansas
|
$727K
|
+$766
|
+7
|
+0.1%
|
|
|
1211
|
Atala Financial
Calabasas,
California
|
$725K
|
+$27.7K
|
+253
|
+4%
|
|
|
1212
|
Caldwell Trust
Venice,
Florida
|
$724K
|
+$6.57K
|
+60
|
+1%
|
|
|
1213
|
Legacy Wealth Advisors
Miami,
Florida
|
$723K
|
–
|
–
|
–
|
|
|
1214
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$722K
|
-$10.9K
|
-100
|
-2%
|
|
|
1215
|
Hamilton Wealth
Encino,
California
|
$722K
|
-$276K
|
-2,523
|
-29%
|
|
|
1216
|
IPG Investment Advisors
San Diego,
California
|
$720K
|
-$775K
|
-7,078
|
-54%
|
|
|
1217
|
Fourth Dimension Wealth
Middleburg Heights,
Ohio
|
$720K
|
+$31.3K
|
+286
|
+5%
|
|
|
1218
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$718K
|
–
|
–
|
–
|
|
|
1219
|
Chemistry Wealth Management
New York
|
$717K
|
+$219
|
+2
|
+0%
|
|
|
1220
|
My Personal CFO LLC
Vancouver,
Washington
|
$716K
|
+$328
|
+3
|
+0.1%
|
|
|
1221
|
Arrowroot Family Office
Marina Del Rey,
California
|
$715K
|
-$12.9K
|
-118
|
-2%
|
|
|
1222
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$714K
|
+$169K
|
+1,543
|
+35%
|
|
|
1223
|
Delta Investment Management
San Francisco,
California
|
$713K
|
+$61.4K
|
+561
|
+10%
|
|
|
1224
|
RFG Holdings
Argyle,
Texas
|
$712K
|
-$67.6K
|
-617
|
-9%
|
|
|
1225
|
|
$712K
|
+$337K
|
+3,078
|
+107%
|
|
