|
1076
|
Heritage Financial Services
Westwood,
Massachusetts
|
$1.67M
|
–
|
–
|
–
|
|
|
1077
|
Strait & Sound Wealth Management
San Francisco,
California
|
$1.66M
|
-$93K
|
-1,500
|
-5%
|
|
|
1078
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.65M
|
-$7.45M
|
-120,264
|
-82%
|
|
|
1079
|
Goldstein Advisors
Madison,
Wisconsin
|
$1.65M
|
+$744
|
+12
|
+0%
|
|
|
1080
|
Compass Advisory Group
Melville,
New York
|
$1.64M
|
+$21.6K
|
+348
|
+1%
|
|
|
1081
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$1.64M
|
-$55.8K
|
-900
|
-3%
|
|
|
1082
|
SkyOak Wealth
Southfield,
Michigan
|
$1.63M
|
+$27.1K
|
+438
|
+2%
|
|
|
1083
|
Icon Wealth Advisors
Houston,
Texas
|
$1.63M
|
–
|
–
|
–
|
|
|
1084
|
Oakworth Capital
Birmingham,
Alabama
|
$1.63M
|
–
|
–
|
–
|
|
|
1085
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$1.63M
|
-$92.2K
|
-1,488
|
-6%
|
|
|
1086
|
Sterling Wealth Management
Champaign,
Illinois
|
$1.63M
|
+$218K
|
+3,522
|
+16%
|
|
|
1087
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$1.62M
|
-$76.2K
|
-1,230
|
-5%
|
|
|
1088
|
Sanctuary Wealth Management
Pocatello,
Idaho
|
$1.62M
|
+$536K
|
+8,646
|
+52%
|
|
|
1089
|
Moseley Investment Management
Bradenton,
Florida
|
$1.61M
|
+$26.4K
|
+426
|
+2%
|
|
|
1090
|
Fusion Family Wealth
Woodbury,
New York
|
$1.61M
|
-$1.86K
|
-30
|
-0.1%
|
|
|
1091
|
Vertex Planning Partners
Downers Grove,
Illinois
|
$1.6M
|
+$7.44K
|
+120
|
+0.5%
|
|
|
1092
|
Occidental Asset Management
Burlingame,
California
|
$1.59M
|
-$1.13M
|
-18,282
|
-42%
|
|
|
1093
|
Tyler-Stone Wealth Management
Beachwood,
Ohio
|
$1.59M
|
+$920K
|
+14,844
|
+148%
|
|
|
1094
|
Marshall Wace
London,
United Kingdom
|
$1.59M
|
+$1.54M
|
+24,834
|
New
|
|
|
1095
|
Iconiq Capital
San Francisco,
California
|
$1.59M
|
+$3.35K
|
+54
|
+0.2%
|
|
|
1096
|
Boyd Wealth Management
Sacramento,
California
|
$1.59M
|
–
|
–
|
–
|
|
|
1097
|
Retirement Planning Company of New England
Warwick,
Rhode Island
|
$1.58M
|
-$13K
|
-210
|
-0.8%
|
|
|
1098
|
Sugarloaf Wealth Management
Duluth,
Georgia
|
$1.57M
|
+$111K
|
+1,788
|
+8%
|
|
|
1099
|
Alta Wealth Advisors
Woburn,
Massachusetts
|
$1.57M
|
+$85.2K
|
+1,374
|
+6%
|
|
|
1100
|
SK Wealth Management
Providence,
Rhode Island
|
$1.57M
|
+$1.39M
|
+22,506
|
New
|
|
