|
1076
|
Trinity Wealth Management
Berwyn,
Pennsylvania
|
$300K
|
–
|
–
|
–
|
|
|
1077
|
Global Financial Private Client
Sarasota,
Florida
|
$300K
|
–
|
–
|
–
|
|
|
1078
|
MB Generational Wealth
Spokane,
Washington
|
$300K
|
-$3.57K
|
-71
|
-1%
|
|
|
1079
|
Independent Wealth Network
Urbandale,
Iowa
|
$298K
|
-$78.8K
|
-1,567
|
-21%
|
|
|
1080
|
Whalen Wealth Management
Las Vegas,
Nevada
|
$297K
|
+$6.44K
|
+128
|
+2%
|
|
|
1081
|
Melfa Wealth Management
Westborough,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
1082
|
Wells Financial Advisors
Framingham,
Massachusetts
|
$296K
|
–
|
–
|
–
|
|
|
1083
|
Rise Advisors
Rochester,
New York
|
$295K
|
+$3.32K
|
+66
|
+1%
|
|
|
1084
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$294K
|
–
|
–
|
–
|
|
|
1085
|
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
$289K
|
–
|
–
|
–
|
|
|
1086
|
Towerpoint Wealth
Sacramento,
California
|
$288K
|
+$288K
|
+5,732
|
New
|
|
|
1087
|
Golden State Wealth Management
Santa Ana,
California
|
$288K
|
+$101
|
+2
|
+0%
|
|
|
1088
|
Crewe Advisors
Salt Lake City,
Utah
|
$287K
|
+$72K
|
+1,431
|
+33%
|
|
|
1089
|
Clear Creek Financial Management
Silverdale,
Washington
|
$284K
|
-$182K
|
-3,623
|
-39%
|
|
|
1090
|
Surience Private Wealth
Yakima,
Washington
|
$284K
|
+$284K
|
+5,646
|
New
|
|
|
1091
|
Clark Financial Services Group
Chesterfield,
Missouri
|
$284K
|
–
|
–
|
–
|
|
|
1092
|
Kingswood Wealth Advisors
San Diego,
California
|
$284K
|
+$59.4K
|
+1,180
|
+26%
|
|
|
1093
|
WrapManager Inc
Mill Valley,
California
|
$283K
|
+$283K
|
+5,621
|
New
|
|
|
1094
|
Pioneer Wealth Management Group
Austin,
Texas
|
$282K
|
+$25.6K
|
+509
|
+10%
|
|
|
1095
|
Hills Bank & Trust
North Liberty,
Iowa
|
$282K
|
–
|
–
|
–
|
|
|
1096
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$279K
|
-$66.3K
|
-1,317
|
-19%
|
|
|
1097
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$278K
|
–
|
–
|
–
|
|
|
1098
|
Falcon Wealth Planning
Ontario,
California
|
$277K
|
+$1.01K
|
+20
|
+0.4%
|
|
|
1099
|
Summit Wealth Group (Colorado)
Colorado Springs,
Colorado
|
$277K
|
-$1.42M
|
-28,247
|
-84%
|
|
|
1100
|
|
$275K
|
–
|
–
|
–
|
|
