|
1126
|
SIH Partners
Wilmington,
Delaware
|
$570K
|
+$574K
|
+11,443
|
New
|
|
|
1127
|
HM Payson & Co
Portland,
Maine
|
$569K
|
-$150
|
-3
|
-0%
|
|
|
1128
|
Grassi Investment Management
Santa Clara,
California
|
$568K
|
+$502
|
+10
|
+0.1%
|
|
|
1129
|
United Advisor Group
Cincinnati,
Ohio
|
$568K
|
+$572K
|
+11,399
|
New
|
|
|
1130
|
Legacy Wealth Asset Management
Woodbury,
Minnesota
|
$568K
|
+$150
|
+3
|
+0%
|
|
|
1131
|
Wealthcare Capital Partners
West Chester,
Pennsylvania
|
$567K
|
+$1.86K
|
+37
|
+0.3%
|
|
|
1132
|
Modera Wealth Management
Westwood,
New Jersey
|
$566K
|
-$56.6K
|
-1,128
|
-9%
|
|
|
1133
|
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
|
$566K
|
+$97.9K
|
+1,952
|
+21%
|
|
|
1134
|
Pines Wealth Management
Southern Pines,
North Carolina
|
$563K
|
+$57.9K
|
+1,155
|
+10%
|
|
|
1135
|
Lake Street Private Wealth
Chicago,
Illinois
|
$562K
|
-$43K
|
-858
|
-7%
|
|
|
1136
|
L & S Advisors
Los Angeles,
California
|
$561K
|
-$803
|
-16
|
-0.1%
|
|
|
1137
|
Country Trust Bank
Bloomington,
Illinois
|
$561K
|
-$50.5K
|
-1,007
|
-8%
|
|
|
1138
|
Biltmore Family Office
Charlotte,
North Carolina
|
$559K
|
–
|
–
|
–
|
|
|
1139
|
Fortem Financial Group
Palm Desert,
California
|
$558K
|
-$1.3K
|
-26
|
-0.2%
|
|
|
1140
|
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
|
$558K
|
+$404K
|
+8,060
|
+256%
|
|
|
1141
|
Elevatus Welath Management
Victor,
New York
|
$557K
|
–
|
–
|
–
|
|
|
1142
|
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
|
$556K
|
-$157K
|
-3,139
|
-22%
|
|
|
1143
|
Key Financial Inc
West Chester,
Pennsylvania
|
$556K
|
+$903
|
+18
|
+0.2%
|
|
|
1144
|
Jackson Hole Capital Partners
Tulsa,
Oklahoma
|
$553K
|
+$3.41K
|
+68
|
+0.6%
|
|
|
1145
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$552K
|
-$1.39M
|
-27,626
|
-70%
|
|
|
1146
|
American State Bank (Iowa)
Sioux Center,
Iowa
|
$547K
|
–
|
–
|
–
|
|
|
1147
|
Icon Wealth Advisors
Houston,
Texas
|
$546K
|
+$180K
|
+3,598
|
+49%
|
|
|
1148
|
Hexagon Capital Partners
Rogers,
Arkansas
|
$545K
|
+$1.25K
|
+25
|
+0.2%
|
|
|
1149
|
Childress Capital Advisors
Houston,
Texas
|
$545K
|
+$24.8K
|
+495
|
+5%
|
|
|
1150
|
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
|
$544K
|
+$548K
|
+10,928
|
New
|
|
