|
1201
|
SFMG Wealth Advisors
Plano,
Texas
|
$567K
|
+$15.2K
|
+160
|
+3%
|
|
|
1202
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$566K
|
–
|
–
|
–
|
|
|
1203
|
Caldwell Trust
Venice,
Florida
|
$565K
|
–
|
–
|
–
|
|
|
1204
|
Chemistry Wealth Management
New York
|
$565K
|
+$81.3K
|
+856
|
+17%
|
|
|
1205
|
|
$565K
|
-$21.3K
|
-224
|
-4%
|
|
|
1206
|
My Personal CFO LLC
Vancouver,
Washington
|
$563K
|
+$145K
|
+1,528
|
+34%
|
|
|
1207
|
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
|
$563K
|
+$3.04K
|
+32
|
+0.5%
|
|
|
1208
|
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
|
$562K
|
+$161K
|
+1,696
|
+40%
|
|
|
1209
|
TCI Wealth Advisors
Tucson,
Arizona
|
$560K
|
-$25.1K
|
-264
|
-4%
|
|
|
1210
|
Procyon Advisors
Shelton,
Connecticut
|
$558K
|
+$25.1K
|
+264
|
+5%
|
|
|
1211
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$558K
|
+$760
|
+8
|
+0.1%
|
|
|
1212
|
Blueshift Asset Management
Red Bank,
New Jersey
|
$558K
|
+$562K
|
+5,920
|
New
|
|
|
1213
|
Oppenheimer Asset Management
New York
|
$557K
|
+$562K
|
+5,912
|
New
|
|
|
1214
|
Sapient Capital
Indianapolis,
Indiana
|
$555K
|
–
|
–
|
–
|
|
|
1215
|
Orcam Financial Group
Encinitas,
California
|
$555K
|
–
|
–
|
–
|
|
|
1216
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$553K
|
+$40.3K
|
+424
|
+8%
|
|
|
1217
|
Eastern Bank
Boston,
Massachusetts
|
$553K
|
-$58.5K
|
-616
|
-9%
|
|
|
1218
|
Rossby Financial
Melbourne,
Florida
|
$553K
|
–
|
–
|
–
|
|
|
1219
|
Westside Investment Management
Santa Monica,
California
|
$551K
|
–
|
–
|
–
|
|
|
1220
|
Meeder Advisory Services
Dublin,
Ohio
|
$550K
|
+$315K
|
+3,312
|
+131%
|
|
|
1221
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$545K
|
+$550K
|
+5,784
|
New
|
|
|
1222
|
Cadence Bank
Tupelo,
Mississippi
|
$544K
|
+$85.1K
|
+896
|
+18%
|
|
|
1223
|
|
$543K
|
–
|
–
|
–
|
|
|
1224
|
Bay Capital Advisors
Virginia Beach,
Virginia
|
$542K
|
-$3.04K
|
-32
|
-0.6%
|
|
|
1225
|
Saxony Capital Management
St. Louis,
Missouri
|
$541K
|
+$11.4K
|
+120
|
+2%
|
|
