|
551
|
Upper Left Wealth Management
Tampa,
Florida
|
$2.77M
|
+$231K
|
+2,906
|
+9%
|
|
|
552
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$2.77M
|
+$142K
|
+1,788
|
+5%
|
|
|
553
|
Truepoint Inc
Cincinnati,
Ohio
|
$2.68M
|
+$53.3K
|
+671
|
+2%
|
|
|
554
|
Twin Peaks Wealth Advisors
Burlingame,
California
|
$2.67M
|
+$149K
|
+1,883
|
+6%
|
|
|
555
|
Fortis Capital Advisors
Prairie Village,
Kansas
|
$2.65M
|
+$247K
|
+3,108
|
+10%
|
|
|
556
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$2.64M
|
+$5K
|
+63
|
+0.2%
|
|
|
557
|
Boston Family Office
Boston,
Massachusetts
|
$2.64M
|
+$176K
|
+2,211
|
+7%
|
|
|
558
|
NBC Securities
Birmingham,
Alabama
|
$2.61M
|
-$7.07K
|
-89
|
-0.3%
|
|
|
559
|
Graney & King
Latham,
New York
|
$2.58M
|
+$15.3K
|
+193
|
+0.6%
|
|
|
560
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$2.57M
|
+$127K
|
+1,594
|
+5%
|
|
|
561
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$2.56M
|
+$1.19K
|
+15
|
+0%
|
|
|
562
|
OmniStar Financial Group
Wilmington,
North Carolina
|
$2.56M
|
+$1.19K
|
+15
|
+0%
|
|
|
563
|
KeyBank National Association
Cleveland,
Ohio
|
$2.55M
|
-$4.34M
|
-54,719
|
-62%
|
|
|
564
|
Woodside Wealth Management
Framingham,
Massachusetts
|
$2.53M
|
-$444K
|
-5,597
|
-15%
|
|
|
565
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$2.53M
|
+$46.4K
|
+584
|
+2%
|
|
|
566
|
Summit Trail Advisors
New York
|
$2.51M
|
–
|
–
|
–
|
|
|
567
|
Howard Wealth Management
Madison,
Connecticut
|
$2.51M
|
+$77.6K
|
+977
|
+3%
|
|
|
568
|
Family Investment Center
Saint Joseph,
Missouri
|
$2.51M
|
-$11.8K
|
-148
|
-0.5%
|
|
|
569
|
Medallion Wealth Advisors
Farmington,
Connecticut
|
$2.51M
|
+$90K
|
+1,134
|
+4%
|
|
|
570
|
Choreo LLC
Rockford,
Illinois
|
$2.5M
|
+$499K
|
+6,288
|
+24%
|
|
|
571
|
Collective Family Office
York,
Pennsylvania
|
$2.49M
|
+$10.2K
|
+128
|
+0.4%
|
|
|
572
|
OFC Financial Planning
Short Hills,
New Jersey
|
$2.49M
|
-$26.6K
|
-335
|
-1%
|
|
|
573
|
Moors & Cabot
Boston,
Massachusetts
|
$2.49M
|
+$284K
|
+3,575
|
+12%
|
|
|
574
|
Bricktown Capital
Detroit,
Michigan
|
$2.48M
|
-$715K
|
-9,000
|
-22%
|
|
|
575
|
Ares Financial Consulting
Calabasas,
California
|
$2.48M
|
+$170K
|
+2,136
|
+7%
|
|
