|
1026
|
Williams Jones Wealth Management
New York
|
$609K
|
+$110K
|
+2,582
|
+21%
|
|
|
1027
|
ProVise Management Group
Clearwater,
Florida
|
$607K
|
-$1,000K
|
-23,378
|
-61%
|
|
|
1028
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$607K
|
+$144K
|
+3,358
|
+30%
|
|
|
1029
|
Bedell Frazier Investment Counselling
Walnut Creek,
California
|
$602K
|
-$36.3K
|
-850
|
-6%
|
|
|
1030
|
WealthBridge Capital Management
Westerville,
Ohio
|
$601K
|
+$86.7K
|
+2,028
|
+16%
|
|
|
1031
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$592K
|
-$18.6K
|
-434
|
-3%
|
|
|
1032
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$586K
|
+$6.24K
|
+146
|
+1%
|
|
|
1033
|
New England Asset Management
Farmington,
Connecticut
|
$586K
|
–
|
–
|
–
|
|
|
1034
|
Pinnacle Wealth Planning Services
Mansfield,
Ohio
|
$586K
|
–
|
–
|
–
|
|
|
1035
|
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
|
$586K
|
+$174K
|
+4,066
|
+41%
|
|
|
1036
|
Gateway Wealth Partners
Appleton,
Wisconsin
|
$585K
|
-$19.4K
|
-454
|
-3%
|
|
|
1037
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$584K
|
+$74.4K
|
+1,740
|
+15%
|
|
|
1038
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$584K
|
+$82.2K
|
+1,922
|
+16%
|
|
|
1039
|
Ahrens Investment Partners
Lafayette,
Louisiana
|
$584K
|
+$337K
|
+7,878
|
+127%
|
|
|
1040
|
Global Assets Advisory
Orlando,
Florida
|
$581K
|
+$48.7K
|
+1,140
|
+9%
|
|
|
1041
|
Permanens Capital
New York
|
$580K
|
+$599K
|
+14,000
|
New
|
|
|
1042
|
Insight Advisors
Newtown,
Pennsylvania
|
$579K
|
-$69.6K
|
-1,628
|
-10%
|
|
|
1043
|
Balboa Wealth Partners
Scottsdale,
Arizona
|
$576K
|
+$35.2K
|
+824
|
+6%
|
|
|
1044
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$574K
|
-$42K
|
-982
|
-7%
|
|
|
1045
|
David J. Yvars Group
University Park,
Florida
|
$574K
|
+$252K
|
+5,890
|
+74%
|
|
|
1046
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$570K
|
+$10.1K
|
+236
|
+2%
|
|
|
1047
|
LPWM LLC
Minneapolis,
Minnesota
|
$570K
|
–
|
–
|
–
|
|
|
1048
|
Watershed Private Wealth
Oak Brook,
Illinois
|
$570K
|
–
|
–
|
–
|
|
|
1049
|
9258 Wealth Management
Blue Ash,
Ohio
|
$570K
|
-$23.9K
|
-558
|
-4%
|
|
|
1050
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$569K
|
+$32.5K
|
+760
|
+6%
|
|
