|
1026
|
Sterling Investment Management
Tucson,
Arizona
|
$242K
|
-$24.3K
|
-180
|
-9%
|
|
|
1027
|
BIP Wealth
Atlanta,
Georgia
|
$242K
|
+$5.13K
|
+38
|
+2%
|
|
|
1028
|
SVB Wealth
Boston,
Massachusetts
|
$241K
|
-$51.1K
|
-378
|
-17%
|
|
|
1029
|
Synergy Financial Group
San Ramon,
California
|
$239K
|
-$1.89K
|
-14
|
-0.8%
|
|
|
1030
|
Rossmore Private Capital
Glastonbury,
Connecticut
|
$239K
|
+$247K
|
+1,825
|
New
|
|
|
1031
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$239K
|
-$532K
|
-3,940
|
-68%
|
|
|
1032
|
Credit Agricole
Montrouge Cedex,
France
|
$238K
|
+$246K
|
+1,818
|
New
|
|
|
1033
|
Straight Path Wealth Management
Jenison,
Michigan
|
$236K
|
-$12.6K
|
-93
|
-5%
|
|
|
1034
|
Tiemann Investment Advisors
Menlo Park,
California
|
$236K
|
–
|
–
|
–
|
|
|
1035
|
First Citizens Financial Corp
Mason City,
Iowa
|
$236K
|
+$37.7K
|
+279
|
+18%
|
|
|
1036
|
Wetzel Investment Advisors
Indianapolis,
Indiana
|
$235K
|
+$4.73K
|
+35
|
+2%
|
|
|
1037
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$234K
|
+$676
|
+5
|
+0.3%
|
|
|
1038
|
Leigh Baldwin & Co
Cazenovia,
New York
|
$234K
|
+$13.5K
|
+100
|
+6%
|
|
|
1039
|
RDA Financial Network
Akron,
Iowa
|
$234K
|
+$241K
|
+1,787
|
New
|
|
|
1040
|
SevenBridge Financial Group
Harrisburg,
Pennsylvania
|
$233K
|
-$2.97K
|
-22
|
-1%
|
|
|
1041
|
Garrison Point Advisors
Walnut Creek,
California
|
$232K
|
–
|
–
|
–
|
|
|
1042
|
UMB Bank
Kansas City,
Missouri
|
$231K
|
–
|
–
|
–
|
|
|
1043
|
Clearstead Advisors
Cleveland,
Ohio
|
$231K
|
-$405K
|
-3,000
|
-63%
|
|
|
1044
|
Avantax Planning Partners
Dubuque,
Iowa
|
$231K
|
-$63.8K
|
-472
|
-21%
|
|
|
1045
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$231K
|
-$24.6K
|
-182
|
-9%
|
|
|
1046
|
Financial Freedom LLC
Cincinnati,
Ohio
|
$230K
|
–
|
–
|
–
|
|
|
1047
|
Bearing Point Capital
Bloomington,
Minnesota
|
$229K
|
–
|
–
|
–
|
|
|
1048
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$229K
|
+$236K
|
+1,747
|
New
|
|
|
1049
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$227K
|
-$239K
|
-1,771
|
-51%
|
|
|
1050
|
GGM Wealth Advisors
Baltimore,
Maryland
|
$227K
|
+$237K
|
+1,751
|
New
|
|
