|
1051
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$618K
|
-$29.8K
|
-810
|
-4%
|
|
|
1052
|
Magnolia Capital Advisors
Jackson,
Mississippi
|
$617K
|
+$639K
|
+17,364
|
New
|
|
|
1053
|
Richard W. Paul & Associates
Novi,
Michigan
|
$615K
|
+$637K
|
+17,328
|
New
|
|
|
1054
|
Carl P. Sherr & Co
Worcester,
Massachusetts
|
$615K
|
–
|
–
|
–
|
|
|
1055
|
Libra Wealth
Los Gatos,
California
|
$612K
|
–
|
–
|
–
|
|
|
1056
|
Venturi Wealth Management
Austin,
Texas
|
$608K
|
-$58.5K
|
-1,590
|
-8%
|
|
|
1057
|
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
$605K
|
+$1.32K
|
+36
|
+0.2%
|
|
|
1058
|
Claro Advisors
Boston,
Massachusetts
|
$601K
|
+$43.9K
|
+1,194
|
+8%
|
|
|
1059
|
Abacus Wealth Partners
Santa Monica,
California
|
$600K
|
-$9.05K
|
-246
|
-1%
|
|
|
1060
|
Orser Capital Management
Southlake,
Texas
|
$600K
|
-$25.4K
|
-690
|
-4%
|
|
|
1061
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$598K
|
-$445K
|
-12,102
|
-52%
|
|
|
1062
|
Summit Financial Strategies
Columbus,
Ohio
|
$596K
|
+$17.7K
|
+480
|
+3%
|
|
|
1063
|
TrueWealth Advisors
Birmingham,
Alabama
|
$596K
|
-$75.7K
|
-2,058
|
-11%
|
|
|
1064
|
Glenview Trust
Louisville,
Kentucky
|
$592K
|
+$6.62K
|
+180
|
+1%
|
|
|
1065
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$590K
|
–
|
–
|
–
|
|
|
1066
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$590K
|
-$5.52K
|
-150
|
-0.9%
|
|
|
1067
|
Institutional & Family Asset Management
Fort Collins,
Colorado
|
$590K
|
-$8.61K
|
-234
|
-1%
|
|
|
1068
|
Noesis Capital Mangement
Boca Raton,
Florida
|
$589K
|
+$125K
|
+3,408
|
+26%
|
|
|
1069
|
Level Financial Advisors
East Amherst,
New York
|
$583K
|
+$203K
|
+5,520
|
+51%
|
|
|
1070
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$582K
|
-$335K
|
-9,120
|
-36%
|
|
|
1071
|
Petra Financial Advisors
Colorado Srpings,
Colorado
|
$581K
|
+$602K
|
+16,362
|
New
|
|
|
1072
|
WealthCare Investment Partners
Portsmouth,
Rhode Island
|
$580K
|
+$55.6K
|
+1,512
|
+10%
|
|
|
1073
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$580K
|
-$134K
|
-3,642
|
-18%
|
|
|
1074
|
Klingman & Associates
New York
|
$579K
|
+$10.4K
|
+282
|
+2%
|
|
|
1075
|
Freedom Investment Management
Hartford,
Connecticut
|
$579K
|
-$14.1K
|
-384
|
-2%
|
|
