|
726
|
Strategic Blueprint
Atlanta,
Georgia
|
$1.6M
|
-$172K
|
-2,924
|
-10%
|
|
|
727
|
Landmark Wealth Management (New York)
Melville,
New York
|
$1.58M
|
+$1.56M
|
+26,640
|
New
|
|
|
728
|
Perigon Wealth Management
San Francisco,
California
|
$1.58M
|
+$263K
|
+4,476
|
+20%
|
|
|
729
|
Gilman Hill Asset Management
New Canaan,
Connecticut
|
$1.56M
|
+$175K
|
+2,984
|
+13%
|
|
|
730
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1.55M
|
+$7.51K
|
+128
|
+0.5%
|
|
|
731
|
ACAS LLC
Rancho Santa Fe,
California
|
$1.54M
|
+$121K
|
+2,060
|
+9%
|
|
|
732
|
Lido Advisors
Los Angeles,
California
|
$1.52M
|
-$298K
|
-5,084
|
-17%
|
|
|
733
|
Vista Investment Management
Pittsburgh,
Pennsylvania
|
$1.52M
|
+$218K
|
+3,724
|
+17%
|
|
|
734
|
Keystone Wealth Services
Palm Desert,
California
|
$1.52M
|
-$68.1K
|
-1,160
|
-4%
|
|
|
735
|
Southern Wealth Management
Dallas,
Texas
|
$1.51M
|
+$491K
|
+8,372
|
+49%
|
|
|
736
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.51M
|
+$36.1K
|
+616
|
+2%
|
|
|
737
|
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
|
$1.51M
|
+$1.41M
|
+24,088
|
+1,936%
|
|
|
738
|
Chatham Capital Group
Savannah,
Georgia
|
$1.49M
|
-$37.5K
|
-640
|
-2%
|
|
|
739
|
Montis Financial
Waltham,
Massachusetts
|
$1.49M
|
–
|
–
|
–
|
|
|
740
|
Bailard
Foster City,
California
|
$1.49M
|
–
|
–
|
–
|
|
|
741
|
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
$1.49M
|
-$469
|
-8
|
-0%
|
|
|
742
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$1.49M
|
-$514K
|
-8,768
|
-26%
|
|
|
743
|
American Institute for Advanced Investment Management
Scottsdale,
Arizona
|
$1.47M
|
-$29.1K
|
-496
|
-2%
|
|
|
744
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$1.46M
|
-$15.7K
|
-268
|
-1%
|
|
|
745
|
Cypress Point Wealth Management
Dallas,
Texas
|
$1.45M
|
+$4.22K
|
+72
|
+0.3%
|
|
|
746
|
55I LLC
Boston,
Massachusetts
|
$1.44M
|
-$594K
|
-10,128
|
-30%
|
|
|
747
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$1.44M
|
-$396K
|
-6,744
|
-22%
|
|
|
748
|
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
|
$1.43M
|
+$46.5K
|
+792
|
+3%
|
|
|
749
|
Portland Global Advisors
Portland,
Maine
|
$1.43M
|
-$20.9K
|
-356
|
-1%
|
|
|
750
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$1.43M
|
–
|
–
|
–
|
|
