|
1051
|
Bogart Wealth LLC
Mclean,
Virginia
|
$250K
|
–
|
–
|
–
|
|
|
1052
|
Heritage Family Offices
Scottsdale,
Arizona
|
$250K
|
+$262K
|
+837
|
New
|
|
|
1053
|
|
$250K
|
–
|
–
|
–
|
|
|
1054
|
Sonoma Private Wealth
Sonoma,
California
|
$250K
|
+$2.19K
|
+7
|
+0.8%
|
|
|
1055
|
Caldwell Sutter Capital
Sausalito,
California
|
$249K
|
–
|
–
|
–
|
|
|
1056
|
Avion Wealth
The Woodlands,
Texas
|
$249K
|
–
|
–
|
–
|
|
|
1057
|
|
$248K
|
–
|
–
|
–
|
|
|
1058
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$248K
|
–
|
–
|
–
|
|
|
1059
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$247K
|
+$626
|
+2
|
+0.2%
|
|
|
1060
|
Kera Capital Partners
San Jose,
California
|
$247K
|
+$11.9K
|
+38
|
+5%
|
|
|
1061
|
Indie Asset Partners
Carmel,
Indiana
|
$246K
|
–
|
–
|
–
|
|
|
1062
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
1063
|
CNB Bank
Clearfield,
Pennsylvania
|
$245K
|
–
|
–
|
–
|
|
|
1064
|
Armis Advisers
Atlanta,
Georgia
|
$245K
|
–
|
–
|
–
|
|
|
1065
|
Mairs & Power Inc
St Paul,
Minnesota
|
$244K
|
–
|
–
|
–
|
|
|
1066
|
Landmark Wealth Management (New York)
Melville,
New York
|
$243K
|
+$255K
|
+814
|
New
|
|
|
1067
|
Schaeffer Financial
Rockville,
Maryland
|
$243K
|
–
|
–
|
–
|
|
|
1068
|
Fielder Capital Group
Nashville,
Tennessee
|
$242K
|
-$87.6K
|
-280
|
-26%
|
|
|
1069
|
GC Wealth Management RIA
Cambridge,
Massachusetts
|
$242K
|
+$253K
|
+810
|
New
|
|
|
1070
|
Kovack Advisors
Ft. Lauderdale,
Florida
|
$242K
|
-$361K
|
-1,155
|
-59%
|
|
|
1071
|
Verum Partners
Charlotte,
North Carolina
|
$241K
|
–
|
–
|
–
|
|
|
1072
|
MBA Advisors
Hermitage,
Pennsylvania
|
$240K
|
–
|
–
|
–
|
|
|
1073
|
Dutch Asset Corp
Selkirk,
New York
|
$240K
|
-$1.16M
|
-3,709
|
-82%
|
|
|
1074
|
Impact Partnership Wealth
Marietta,
Georgia
|
$240K
|
+$42.6K
|
+136
|
+20%
|
|
|
1075
|
Adkins Seale Capital Management
Shreveport,
Louisiana
|
$239K
|
–
|
–
|
–
|
|
