|
826
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.25M
|
+$60.9K
|
+409
|
+5%
|
|
|
827
|
Future Financial Wealth Management
Cincinnati,
Ohio
|
$1.25M
|
-$407K
|
-2,738
|
-24%
|
|
|
828
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.24M
|
+$304K
|
+2,040
|
+29%
|
|
|
829
|
|
$1.24M
|
–
|
–
|
–
|
|
|
830
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.24M
|
+$29K
|
+195
|
+2%
|
|
|
831
|
Kaizen Financial Strategies
Campbell,
California
|
$1.24M
|
+$985K
|
+6,617
|
+261%
|
|
|
832
|
Mission Wealth Management
Santa Barbara,
California
|
$1.23M
|
-$66.4K
|
-446
|
-5%
|
|
|
833
|
Wolverine Trading
Chicago,
Illinois
|
$1.23M
|
+$1.34M
|
+8,986
|
New
|
|
|
834
|
Old North State Wealth Management
Wilmington,
North Carolina
|
$1.23M
|
+$38.1K
|
+256
|
+3%
|
|
|
835
|
Greenline Partners
New York
|
$1.22M
|
–
|
–
|
–
|
|
|
836
|
Essex Savings Bank
Essex,
Connecticut
|
$1.21M
|
+$2.98K
|
+20
|
+0.2%
|
|
|
837
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.21M
|
+$776K
|
+5,216
|
+140%
|
|
|
838
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$1.2M
|
-$321K
|
-2,159
|
-20%
|
|
|
839
|
Aries Wealth Management
Portland,
Maine
|
$1.2M
|
+$269K
|
+1,807
|
+29%
|
|
|
840
|
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
$1.19M
|
+$284K
|
+1,909
|
+28%
|
|
|
841
|
Sage Investment Advisers
Wappingers Falls,
New York
|
$1.19M
|
+$403K
|
+2,711
|
+45%
|
|
|
842
|
Darrow Company
Needham,
Massachusetts
|
$1.18M
|
-$744
|
-5
|
-0.1%
|
|
|
843
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$1.18M
|
–
|
–
|
–
|
|
|
844
|
Novare Capital Management
Charlotte,
North Carolina
|
$1.18M
|
-$144K
|
-971
|
-10%
|
|
|
845
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$1.17M
|
-$536K
|
-3,602
|
-29%
|
|
|
846
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.17M
|
-$2.68K
|
-18
|
-0.2%
|
|
|
847
|
Biltmore Family Office
Charlotte,
North Carolina
|
$1.15M
|
–
|
–
|
–
|
|
|
848
|
Advisor Resource Council
Dallas,
Texas
|
$1.15M
|
-$13.7M
|
-92,366
|
-92%
|
|
|
849
|
Moulton Wealth Management
Spokane,
Washington
|
$1.15M
|
-$136K
|
-911
|
-10%
|
|
|
850
|
BNC Wealth Management
Beaverton,
Oregon
|
$1.15M
|
+$508K
|
+3,416
|
+67%
|
|
