|
1601
|
Alteri Wealth
Westlake Village,
California
|
$521K
|
+$531K
|
+2,662
|
New
|
|
|
1602
|
Tanglewood Legacy Advisors
Houston,
Texas
|
$521K
|
+$118K
|
+592
|
+29%
|
|
|
1603
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$520K
|
-$68.9K
|
-345
|
-12%
|
|
|
1604
|
Curated Wealth Partners
El Segundo,
California
|
$519K
|
–
|
–
|
–
|
|
|
1605
|
Constant Guidance Financial
Attleboro Falls,
Massachusetts
|
$519K
|
-$6.59K
|
-33
|
-1%
|
|
|
1606
|
First Trust Advisors
Wheaton,
Illinois
|
$516K
|
+$526K
|
+2,636
|
New
|
|
|
1607
|
Dunhill Financial
London,
United Kingdom
|
$515K
|
+$60.3K
|
+302
|
+13%
|
|
|
1608
|
GeoWealth Management
Chicago,
Illinois
|
$514K
|
-$308K
|
-1,544
|
-37%
|
|
|
1609
|
Mengis Capital Management
Portland,
Oregon
|
$511K
|
+$399
|
+2
|
+0.1%
|
|
|
1610
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$509K
|
–
|
–
|
–
|
|
|
1611
|
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
|
$508K
|
+$35.1K
|
+176
|
+7%
|
|
|
1612
|
Guidance Point Advisors
Wellesley,
Massachusetts
|
$508K
|
+$38.7K
|
+194
|
+8%
|
|
|
1613
|
Breakwater Capital Group
Paramus,
New Jersey
|
$507K
|
–
|
–
|
–
|
|
|
1614
|
Peak Retirement Planning
Columbus,
Ohio
|
$506K
|
+$516K
|
+2,586
|
New
|
|
|
1615
|
Bridge Creek Capital Management
West Barnstable,
Massachusetts
|
$506K
|
-$133K
|
-665
|
-20%
|
|
|
1616
|
Next Level Wealth Planning
Meridian,
Idaho
|
$505K
|
+$515K
|
+2,579
|
New
|
|
|
1617
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$505K
|
-$38.5K
|
-193
|
-7%
|
|
|
1618
|
Foguth Wealth Management
Brighton,
Michigan
|
$505K
|
+$498K
|
+2,496
|
New
|
|
|
1619
|
MBE Wealth Management
Tomah,
Wisconsin
|
$501K
|
-$3.19K
|
-16
|
-0.6%
|
|
|
1620
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$501K
|
–
|
–
|
–
|
|
|
1621
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$498K
|
+$131K
|
+657
|
+35%
|
|
|
1622
|
Lowe Wealth Advisors
Columbia,
Maryland
|
$497K
|
+$3K
|
+15
|
+0.6%
|
|
|
1623
|
ABLE Financial Group
Scottsdale,
Arizona
|
$495K
|
-$12.8K
|
-64
|
-2%
|
|
|
1624
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$494K
|
–
|
–
|
–
|
|
|
1625
|
Cannon Financial Strategists
Athens,
Georgia
|
$493K
|
+$13K
|
+65
|
+3%
|
|
