|
951
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$3.05M
|
+$619K
|
+2,621
|
+26%
|
|
|
952
|
Abacus Wealth Partners
Santa Monica,
California
|
$3.05M
|
+$95.4K
|
+404
|
+3%
|
|
|
953
|
Wealthstream Advisors
New York
|
$3.04M
|
+$2.98M
|
+12,613
|
New
|
|
|
954
|
Neumann Capital Management
Foster City,
California
|
$3.04M
|
-$16.8K
|
-71
|
-0.6%
|
|
|
955
|
Axiom Advisory
San Diego,
California
|
$3.03M
|
+$2.96M
|
+12,554
|
New
|
|
|
956
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$3.03M
|
+$10.4K
|
+44
|
+0.4%
|
|
|
957
|
Sandy Spring Bank
Olney,
Maryland
|
$3.03M
|
-$295K
|
-1,250
|
-9%
|
|
|
958
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$3.02M
|
–
|
–
|
–
|
|
|
959
|
Old National Bancorp
Evansville,
Indiana
|
$3.01M
|
+$62.6K
|
+265
|
+2%
|
|
|
960
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$3.01M
|
+$205K
|
+867
|
+7%
|
|
|
961
|
One Day In July LLC
Burlington,
Vermont
|
$3.01M
|
+$136K
|
+577
|
+5%
|
|
|
962
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$3M
|
+$303K
|
+1,284
|
+12%
|
|
|
963
|
Resonant Capital Advisors
Madison,
Wisconsin
|
$3M
|
+$110K
|
+464
|
+4%
|
|
|
964
|
Flagstar Advisors
New York
|
$3M
|
-$44.9K
|
-190
|
-2%
|
|
|
965
|
O'Rourke & Company
Boston,
Massachusetts
|
$3M
|
+$2.93M
|
+12,412
|
New
|
|
|
966
|
Boston Research & Management
Manchester,
Massachusetts
|
$2.99M
|
–
|
–
|
–
|
|
|
967
|
Altium Wealth Management
Purchase,
New York
|
$2.99M
|
+$599K
|
+2,538
|
+26%
|
|
|
968
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$2.98M
|
+$970K
|
+4,109
|
+50%
|
|
|
969
|
Security Financial Services
Fort Wayne,
Indiana
|
$2.98M
|
+$2.91M
|
+12,334
|
New
|
|
|
970
|
Axxcess Wealth Management
Carlsbad,
California
|
$2.97M
|
+$2.9M
|
+12,298
|
New
|
|
|
971
|
Kaizen Financial Strategies
Campbell,
California
|
$2.96M
|
+$716K
|
+3,035
|
+33%
|
|
|
972
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$2.95M
|
-$34K
|
-144
|
-1%
|
|
|
973
|
Strategic Financial Partners
Bend,
Oregon
|
$2.94M
|
+$4.01K
|
+17
|
+0.1%
|
|
|
974
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$2.94M
|
–
|
–
|
–
|
|
|
975
|
J.W. Burns & Co
Dewitt,
New York
|
$2.94M
|
-$135K
|
-572
|
-4%
|
|
