|
1001
|
TruWealth Advisors
Metairie,
Louisiana
|
$526K
|
-$34.8K
|
-798
|
-6%
|
|
|
1002
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$525K
|
–
|
–
|
–
|
|
|
1003
|
Country Trust Bank
Bloomington,
Illinois
|
$524K
|
-$10.1K
|
-232
|
-2%
|
|
|
1004
|
Zhang Financial
Portage,
Michigan
|
$523K
|
+$87
|
+2
|
+0%
|
|
|
1005
|
Caldwell Sutter Capital
Sausalito,
California
|
$523K
|
–
|
–
|
–
|
|
|
1006
|
Kaydan Wealth Management
Fenton,
Michigan
|
$522K
|
–
|
–
|
–
|
|
|
1007
|
OneAscent Wealth Management
Birmingham,
Alabama
|
$520K
|
+$501K
|
+11,472
|
New
|
|
|
1008
|
WMS Partners
Towson,
Maryland
|
$519K
|
+$500K
|
+11,454
|
New
|
|
|
1009
|
HM Payson & Co
Portland,
Maine
|
$518K
|
+$63.1K
|
+1,445
|
+14%
|
|
|
1010
|
Interchange Capital Partners
Pittsburgh,
Pennsylvania
|
$515K
|
-$57.6K
|
-1,320
|
-10%
|
|
|
1011
|
L & S Advisors
Los Angeles,
California
|
$512K
|
-$17.6M
|
-404,445
|
-97%
|
|
|
1012
|
AHL Investment Management
Winter Park,
Florida
|
$510K
|
–
|
–
|
–
|
|
|
1013
|
RPG Investment Advisory
Pleasanton,
California
|
$509K
|
-$11.6K
|
-265
|
-2%
|
|
|
1014
|
Biltmore Family Office
Charlotte,
North Carolina
|
$509K
|
–
|
–
|
–
|
|
|
1015
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$507K
|
-$209K
|
-4,792
|
-30%
|
|
|
1016
|
Elevatus Welath Management
Victor,
New York
|
$507K
|
+$57.4K
|
+1,315
|
+13%
|
|
|
1017
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$504K
|
-$19.1K
|
-437
|
-4%
|
|
|
1018
|
Manhattan West Asset Management
Los Angeles,
California
|
$504K
|
-$36.7K
|
-841
|
-7%
|
|
|
1019
|
Bristlecone Advisors
Bellevue,
Washington
|
$504K
|
-$21.8K
|
-500
|
-4%
|
|
|
1020
|
Key Financial Inc
West Chester,
Pennsylvania
|
$504K
|
-$480
|
-11
|
-0.1%
|
|
|
1021
|
Means Investment Company
Bangor,
Maine
|
$504K
|
+$131
|
+3
|
+0%
|
|
|
1022
|
Good Life Advisors
Reading,
Pennsylvania
|
$503K
|
+$21.5K
|
+492
|
+5%
|
|
|
1023
|
Legacy Capital Group California
Los Gatos,
California
|
$502K
|
+$115K
|
+2,631
|
+31%
|
|
|
1024
|
Inspire Advisors
Meridian,
Idaho
|
$501K
|
+$122K
|
+2,800
|
+34%
|
|
|
1025
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$500K
|
-$28.1K
|
-643
|
-6%
|
|
