|
1026
|
Western Pacific Wealth Management
Lake Forest,
Illinois
|
$262K
|
+$274K
|
+875
|
New
|
|
|
1027
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$259K
|
+$272K
|
+868
|
New
|
|
|
1028
|
Cooper Financial Group
Irvine,
California
|
$259K
|
+$939
|
+3
|
+0.3%
|
|
|
1029
|
Cladis Investment Advisory
Billings,
Montana
|
$259K
|
–
|
–
|
–
|
|
|
1030
|
Haven Private
Orlando,
Florida
|
$256K
|
–
|
–
|
–
|
|
|
1031
|
Bradley Foster & Sargent
Hartford,
Connecticut
|
$256K
|
–
|
–
|
–
|
|
|
1032
|
Roxbury Financial
Mount Arlington,
New Jersey
|
$255K
|
–
|
–
|
–
|
|
|
1033
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$255K
|
-$939
|
-3
|
-0.4%
|
|
|
1034
|
NBT Bank
Norwich,
New York
|
$255K
|
–
|
–
|
–
|
|
|
1035
|
Thayer Financial
Hickory,
North Carolina
|
$254K
|
–
|
–
|
–
|
|
|
1036
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$254K
|
-$5.17M
|
-16,520
|
-95%
|
|
|
1037
|
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
|
$254K
|
–
|
–
|
–
|
|
|
1038
|
Compass Planning Associates
Greenfield,
Massachusetts
|
$254K
|
+$939
|
+3
|
+0.4%
|
|
|
1039
|
GQG Partners
Ft. Lauderdale,
Florida
|
$253K
|
-$204K
|
-651
|
-43%
|
|
|
1040
|
Csenge Advisory Group
Clearwater,
Florida
|
$253K
|
-$21.6K
|
-69
|
-8%
|
|
|
1041
|
CFO4Life Group
Coppell,
Texas
|
$253K
|
–
|
–
|
–
|
|
|
1042
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$252K
|
+$25.7K
|
+82
|
+11%
|
|
|
1043
|
Univest Financial
Souderton,
Pennsylvania
|
$252K
|
-$113K
|
-360
|
-30%
|
|
|
1044
|
SilverOak Wealth Management
Edina,
Minnesota
|
$252K
|
–
|
–
|
–
|
|
|
1045
|
Retirement Income Solutions
Ann Arbor,
Michigan
|
$251K
|
–
|
–
|
–
|
|
|
1046
|
Bogart Wealth LLC
Mclean,
Virginia
|
$250K
|
–
|
–
|
–
|
|
|
1047
|
Heritage Family Offices
Scottsdale,
Arizona
|
$250K
|
+$262K
|
+837
|
New
|
|
|
1048
|
|
$250K
|
–
|
–
|
–
|
|
|
1049
|
Sonoma Private Wealth
Sonoma,
California
|
$250K
|
+$2.19K
|
+7
|
+0.8%
|
|
|
1050
|
Caldwell Sutter Capital
Sausalito,
California
|
$249K
|
–
|
–
|
–
|
|
