|
1701
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$2.43M
|
-$746K
|
-2,241
|
-24%
|
|
|
1702
|
TritonPoint Partners
Chevy Chase,
Maryland
|
$2.43M
|
+$2.41M
|
+7,254
|
New
|
|
|
1703
|
Gemmer Asset Management
Walnut Creek,
California
|
$2.43M
|
+$53.6K
|
+161
|
+2%
|
|
|
1704
|
Elevation Wealth Partners
Santa Rosa,
California
|
$2.43M
|
-$197K
|
-592
|
-8%
|
|
|
1705
|
Destination Wealth Management
Walnut Creek,
California
|
$2.42M
|
+$1.57M
|
+4,732
|
+191%
|
|
|
1706
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$2.41M
|
-$2K
|
-6
|
-0.1%
|
|
|
1707
|
Gentry Private Wealth
Wichita,
Kansas
|
$2.41M
|
–
|
–
|
–
|
|
|
1708
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.41M
|
-$52.2K
|
-157
|
-2%
|
|
|
1709
|
Seed Wealth Management
Evanston,
Illinois
|
$2.4M
|
-$133K
|
-400
|
-5%
|
|
|
1710
|
HCR Wealth Advisors
Los Angeles,
California
|
$2.4M
|
-$160K
|
-481
|
-6%
|
|
|
1711
|
Tompkins Financial
Ithaca,
New York
|
$2.4M
|
-$26.3K
|
-79
|
-1%
|
|
|
1712
|
Intellectus Partners
San Francisco,
California
|
$2.4M
|
+$2.38M
|
+7,154
|
New
|
|
|
1713
|
Collaborative Wealth Management
Lake Mary,
Florida
|
$2.39M
|
+$22.3K
|
+67
|
+0.9%
|
|
|
1714
|
Curtis Advisory Group
Santa Barbara,
California
|
$2.39M
|
-$99.1K
|
-298
|
-4%
|
|
|
1715
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$2.39M
|
+$99.8K
|
+300
|
+4%
|
|
|
1716
|
Tradewinds LLC
Raleigh,
North Carolina
|
$2.38M
|
-$37.6K
|
-113
|
-2%
|
|
|
1717
|
Red Lighthouse Investment Management
New York
|
$2.38M
|
+$44.9K
|
+135
|
+2%
|
|
|
1718
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$2.38M
|
+$75.8K
|
+228
|
+3%
|
|
|
1719
|
Secure Asset Management
Troy,
Michigan
|
$2.38M
|
+$214K
|
+643
|
+10%
|
|
|
1720
|
Fermata Advisors
Sonoma,
California
|
$2.38M
|
+$289K
|
+869
|
+14%
|
|
|
1721
|
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
$2.38M
|
-$395K
|
-1,187
|
-14%
|
|
|
1722
|
Beaumont Asset Management
Beaumont,
Texas
|
$2.38M
|
+$3.33K
|
+10
|
+0.1%
|
|
|
1723
|
Aznar Financial Advisors
Morris Plains,
New Jersey
|
$2.37M
|
+$2.35M
|
+7,078
|
New
|
|
|
1724
|
Heritage Family Offices
Scottsdale,
Arizona
|
$2.37M
|
+$2.07M
|
+6,233
|
+753%
|
|
|
1725
|
Verus Capital Partners
Scottsdale,
Arizona
|
$2.36M
|
+$412K
|
+1,238
|
+21%
|
|
