|
476
|
Bristlecone Value Partners
Los Angeles,
California
|
$1.42M
|
-$763K
|
-15,185
|
-35%
|
|
|
477
|
Midwestern Financial
Iowa City,
Iowa
|
$1.41M
|
+$158K
|
+3,134
|
+13%
|
|
|
478
|
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
|
$1.39M
|
+$1.24M
|
+24,730
|
+824%
|
|
|
479
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$1.36M
|
+$279K
|
+5,543
|
+26%
|
|
|
480
|
World Investment Advisors
Santa Barbara,
California
|
$1.34M
|
-$12.6K
|
-250
|
-0.9%
|
|
|
481
|
Financial Planning Navigators
Maple Grove,
Minnesota
|
$1.34M
|
+$109K
|
+2,174
|
+9%
|
|
|
482
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$1.31M
|
+$100K
|
+1,994
|
+8%
|
|
|
483
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$1.31M
|
-$10.5K
|
-209
|
-0.8%
|
|
|
484
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.3M
|
+$1.3M
|
+25,899
|
New
|
|
|
485
|
S.A. Mason
Holland,
Michigan
|
$1.3M
|
–
|
–
|
–
|
|
|
486
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.3M
|
+$89.8K
|
+1,787
|
+7%
|
|
|
487
|
|
$1.29M
|
+$142K
|
+2,823
|
+12%
|
|
|
488
|
JDH Wealth Management
Santa Rosa,
California
|
$1.29M
|
+$161K
|
+3,199
|
+14%
|
|
|
489
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$1.27M
|
+$100K
|
+1,996
|
+9%
|
|
|
490
|
Alliance Wealth Advisors (Utah)
Centerville,
Utah
|
$1.27M
|
+$385K
|
+7,655
|
+43%
|
|
|
491
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$1.27M
|
–
|
–
|
–
|
|
|
492
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$1.26M
|
-$1.1M
|
-21,910
|
-47%
|
|
|
493
|
Tassel Capital Management
Matthews,
North Carolina
|
$1.26M
|
+$1.26M
|
+25,084
|
New
|
|
|
494
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$1.25M
|
+$34.9K
|
+695
|
+3%
|
|
|
495
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$1.24M
|
+$23.8K
|
+474
|
+2%
|
|
|
496
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$1.23M
|
-$354K
|
-7,050
|
-22%
|
|
|
497
|
Ares Financial Consulting
Calabasas,
California
|
$1.23M
|
-$328K
|
-6,530
|
-21%
|
|
|
498
|
Dopkins Wealth Management
Williamsville,
New York
|
$1.22M
|
+$96.3K
|
+1,915
|
+9%
|
|
|
499
|
MA Private Wealth
San Carlos,
California
|
$1.22M
|
+$23.3K
|
+463
|
+2%
|
|
|
500
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$1.21M
|
-$138K
|
-2,750
|
-10%
|
|
