|
1476
|
Peak Retirement Planning
Columbus,
Ohio
|
$2.4M
|
+$603K
|
+2,076
|
+31%
|
|
|
1477
|
Iconiq Capital
San Francisco,
California
|
$2.39M
|
-$33.8M
|
-116,486
|
-93%
|
|
|
1478
|
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
|
$2.39M
|
+$1.91M
|
+6,581
|
+310%
|
|
|
1479
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$2.39M
|
–
|
–
|
–
|
|
|
1480
|
Sound Income Strategies
Ft Lauderdale,
Florida
|
$2.39M
|
+$2M
|
+6,887
|
+380%
|
|
|
1481
|
Eldridge Investment Advisors
Manchester,
New Hampshire
|
$2.38M
|
-$165K
|
-567
|
-6%
|
|
|
1482
|
SkyOak Wealth
Southfield,
Michigan
|
$2.38M
|
+$41.3K
|
+142
|
+2%
|
|
|
1483
|
Parkworth Wealth Management
Los Gatos,
California
|
$2.37M
|
+$339K
|
+1,166
|
+16%
|
|
|
1484
|
J.L. Bainbridge & Co
Sarasota,
Florida
|
$2.37M
|
-$1.74K
|
-6
|
-0.1%
|
|
|
1485
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$2.37M
|
+$365K
|
+1,256
|
+18%
|
|
|
1486
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.36M
|
–
|
–
|
–
|
|
|
1487
|
Nabity-Jensen Investment Management
Omaha,
Nebraska
|
$2.35M
|
-$47.1K
|
-162
|
-2%
|
|
|
1488
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$2.35M
|
+$1.02M
|
+3,513
|
+63%
|
|
|
1489
|
Financial Insights
Tacoma,
Washington
|
$2.35M
|
-$18.9K
|
-65
|
-0.8%
|
|
|
1490
|
Gentry Private Wealth
Wichita,
Kansas
|
$2.34M
|
+$2.47M
|
+8,518
|
New
|
|
|
1491
|
Belmont Capital
Los Angeles,
California
|
$2.34M
|
–
|
–
|
–
|
|
|
1492
|
Clearstead Trust
Portland,
Maine
|
$2.34M
|
+$2M
|
+6,898
|
+430%
|
|
|
1493
|
Prelude Capital Management
New York
|
$2.33M
|
+$2.46M
|
+8,483
|
New
|
|
|
1494
|
Strategic Financial Services
Utica,
New York
|
$2.33M
|
-$74.4K
|
-256
|
-3%
|
|
|
1495
|
American Trust
Lexington,
Kentucky
|
$2.33M
|
-$2.37M
|
-8,164
|
-49%
|
|
|
1496
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.32M
|
-$47.4K
|
-163
|
-2%
|
|
|
1497
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$2.3M
|
+$72.6K
|
+250
|
+3%
|
|
|
1498
|
Five Oceans Advisors
Santa Monica,
California
|
$2.3M
|
-$384K
|
-1,323
|
-14%
|
|
|
1499
|
Oak Hill Wealth Advisors
Lansdowne,
Virginia
|
$2.3M
|
-$77.6K
|
-267
|
-3%
|
|
|
1500
|
Moseley Investment Management
Bradenton,
Florida
|
$2.29M
|
-$281K
|
-966
|
-10%
|
|
