|
926
|
Compass Planning Associates
Greenfield,
Massachusetts
|
2,77 Mio. $
|
+772.625 $
|
+9.966
|
+41 %
|
|
|
927
|
R2 Capital Strategies
Lincoln,
Nebraska
|
2,76 Mio. $
|
+2,65 Mio. $
|
+34.226
|
Neu
|
|
|
928
|
REDW Wealth
Albuquerque,
New Mexico
|
2,75 Mio. $
|
+166.061 $
|
+2.142
|
+7 %
|
|
|
929
|
Kelleher Financial Advisors
New York
|
2,74 Mio. $
|
+1,2 Mio. $
|
+15.466
|
+84 %
|
|
|
930
|
Blue Trust Inc
Alpharetta,
Georgia
|
2,73 Mio. $
|
-83.263 $
|
-1.074
|
-3 %
|
|
|
931
|
Transcend Capital Advisors
Madison,
New Jersey
|
2,72 Mio. $
|
+20.234 $
|
+261
|
+0,8 %
|
|
|
932
|
Fisher Asset Management
Camas,
Washington
|
2,72 Mio. $
|
+865.036 $
|
+11.158
|
+49 %
|
|
|
933
|
Linscomb Wealth
Houston,
Texas
|
2,71 Mio. $
|
-37.523 $
|
-484
|
-1 %
|
|
|
934
|
Empirical Wealth Management
Seattle,
Washington
|
2,7 Mio. $
|
-215.755 $
|
-2.783
|
-8 %
|
|
|
935
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
2,7 Mio. $
|
-15,8 Mio. $
|
-204.085
|
-86 %
|
|
|
936
|
Defined Wealth Management
Beaverton,
Oregon
|
2,7 Mio. $
|
+31.165 $
|
+402
|
+1 %
|
|
|
937
|
Segment Wealth Management
Houston,
Texas
|
2,69 Mio. $
|
-155 $
|
-2
|
-0 %
|
|
|
938
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
2,69 Mio. $
|
+368.404 $
|
+4.752
|
+17 %
|
|
|
939
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
2,69 Mio. $
|
+5.814 $
|
+75
|
+0,2 %
|
|
|
940
|
Fingerlakes Wealth Management
Ithaca,
New York
|
2,68 Mio. $
|
-7.287 $
|
-94
|
-0,3 %
|
|
|
941
|
Fiduciary Family Office
Boca Raton,
Florida
|
2,68 Mio. $
|
+1,18 Mio. $
|
+15.176
|
+84 %
|
|
|
942
|
Portland Financial Advisors
Port Washington,
New York
|
2,68 Mio. $
|
+100.861 $
|
+1.301
|
+4 %
|
|
|
943
|
Daniel Investment Group
Royal Oak,
Michigan
|
2,68 Mio. $
|
+2,58 Mio. $
|
+33.253
|
Neu
|
|
|
944
|
Topel & Distasi Wealth Management
Berkeley,
California
|
2,68 Mio. $
|
-98.458 $
|
-1.270
|
-4 %
|
|
|
945
|
Goldstein Advisors
Madison,
Wisconsin
|
2,67 Mio. $
|
+1,26 Mio. $
|
+16.223
|
+96 %
|
|
|
946
|
Sand Hill Global Advisors
Palo Alto,
California
|
2,66 Mio. $
|
-215.057 $
|
-2.774
|
-8 %
|
|
|
947
|
Patten Group
Chattanooga,
Tennessee
|
2,65 Mio. $
|
-211.646 $
|
-2.730
|
-8 %
|
|
|
948
|
Cornerstone Financial Group
Omaha,
Nebraska
|
2,63 Mio. $
|
-7,6 Mio. $
|
-97.992
|
-75 %
|
|
|
949
|
LCW Services
Virginia Beach,
Virginia
|
2,63 Mio. $
|
+45.275 $
|
+584
|
+2 %
|
|
|
950
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
2,63 Mio. $
|
+9.923 $
|
+128
|
+0,4 %
|
|
