|
1201
|
Heritage Family Offices
Scottsdale,
Arizona
|
$473K
|
–
|
–
|
–
|
|
|
1202
|
GeoWealth Management
Chicago,
Illinois
|
$473K
|
-$6M
|
-46,022
|
-93%
|
|
|
1203
|
Becker Capital Management
Portland,
Oregon
|
$473K
|
+$12.5K
|
+96
|
+3%
|
|
|
1204
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$472K
|
-$85.7K
|
-657
|
-15%
|
|
|
1205
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$470K
|
–
|
–
|
–
|
|
|
1206
|
Optima Capital
Beaverton,
Oregon
|
$469K
|
+$480K
|
+3,678
|
New
|
|
|
1207
|
Hurlow Wealth Management Group
Bloomington,
Indiana
|
$469K
|
-$6.26K
|
-48
|
-1%
|
|
|
1208
|
Triumph Capital Management
Denver,
Colorado
|
$469K
|
–
|
–
|
–
|
|
|
1209
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$467K
|
+$477K
|
+3,656
|
New
|
|
|
1210
|
Willner & Heller
Encino,
California
|
$465K
|
-$3.78K
|
-29
|
-0.8%
|
|
|
1211
|
Fisher Asset Management
Camas,
Washington
|
$465K
|
+$263K
|
+2,018
|
+124%
|
|
|
1212
|
Monterey Private Wealth
Monterey,
California
|
$465K
|
+$117K
|
+900
|
+33%
|
|
|
1213
|
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
$459K
|
-$11.7K
|
-90
|
-2%
|
|
|
1214
|
Blue Fin Capital
Warren,
Rhode Island
|
$458K
|
–
|
–
|
–
|
|
|
1215
|
Peddock Capital Advisors
Braintree,
Massachusetts
|
$457K
|
–
|
–
|
–
|
|
|
1216
|
Portside Wealth Group
Provo,
Utah
|
$455K
|
+$127K
|
+974
|
+38%
|
|
|
1217
|
Waterfront Wealth
Overland Park,
Kansas
|
$455K
|
+$13K
|
+100
|
+3%
|
|
|
1218
|
WESPAC Advisors
Orinda,
California
|
$449K
|
+$459K
|
+3,521
|
New
|
|
|
1219
|
Manuka Financial
Richmond,
Virginia
|
$448K
|
+$458K
|
+3,514
|
New
|
|
|
1220
|
United Advisor Group
Cincinnati,
Ohio
|
$448K
|
+$35.9K
|
+275
|
+9%
|
|
|
1221
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$448K
|
+$17.3K
|
+133
|
+4%
|
|
|
1222
|
Scarborough Advisors
Annapolis,
Maryland
|
$447K
|
-$12K
|
-92
|
-3%
|
|
|
1223
|
MBE Wealth Management
Tomah,
Wisconsin
|
$446K
|
-$95.7K
|
-734
|
-17%
|
|
|
1224
|
Emergent Wealth Advisors
Williamsville,
New York
|
$446K
|
+$2.74K
|
+21
|
+0.6%
|
|
|
1225
|
Main Management
San Francisco,
California
|
$446K
|
-$6.91K
|
-53
|
-1%
|
|
