|
751
|
North Berkeley Wealth Management
Berkeley,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
752
|
Philip James Wealth Mangement
Milton,
Georgia
|
$2.25M
|
–
|
–
|
–
|
|
|
753
|
Rare Wolf Capital
Bellevue,
Washington
|
$2.25M
|
–
|
–
|
–
|
|
|
754
|
Roundview Capital
Princeton,
New Jersey
|
$2.25M
|
–
|
–
|
–
|
|
|
755
|
Royal Capital Wealth Management
Carmel,
Indiana
|
$2.25M
|
–
|
–
|
–
|
|
|
756
|
SageGuard Financial Group
Goodlettsville,
Tennessee
|
$2.25M
|
–
|
–
|
–
|
|
|
757
|
Sage Mountain Advisors
Atlanta,
Georgia
|
$2.25M
|
–
|
–
|
–
|
|
|
758
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.25M
|
–
|
–
|
–
|
|
|
759
|
SFMG Wealth Advisors
Plano,
Texas
|
$2.25M
|
–
|
–
|
–
|
|
|
760
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$2.25M
|
–
|
–
|
–
|
|
|
761
|
Sound Portfolio Advisors
Mystic,
Connecticut
|
$2.25M
|
–
|
–
|
–
|
|
|
762
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$2.25M
|
–
|
–
|
–
|
|
|
763
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$2.25M
|
–
|
–
|
–
|
|
|
764
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$2.25M
|
–
|
–
|
–
|
|
|
765
|
Wealth Advisors of Iowa
West Des Moines,
Iowa
|
$2.25M
|
–
|
–
|
–
|
|
|
766
|
Webster Bank
Waterbury,
Connecticut
|
$2.25M
|
–
|
–
|
–
|
|
|
767
|
Perigon Wealth Management
San Francisco,
California
|
$2.25M
|
+$721K
|
+1
|
+50%
|
|
|
768
|
Daniel Investment Group
Royal Oak,
Michigan
|
$2.25M
|
+$2.16M
|
+3
|
New
|
|
|
769
|
Erste Asset Management
Vienna,
Austria
|
$2.25M
|
+$2.16M
|
+3
|
New
|
|
|
770
|
Beto Financial Group
Boise,
Idaho
|
$2.21M
|
–
|
–
|
–
|
|
|
771
|
|
$2.2M
|
–
|
–
|
–
|
|
|
772
|
SkyOak Wealth
Southfield,
Michigan
|
$1.57M
|
–
|
–
|
–
|
|
|
773
|
Phillips Wealth Planners
Starkville,
Mississippi
|
$1.51M
|
–
|
–
|
–
|
|
|
774
|
Horst & Graben Wealth Management
Portland,
Oregon
|
$1.5M
|
–
|
–
|
–
|
|
|
775
|
Beaton Management Company
Haverhill,
Massachusetts
|
$1.5M
|
-$2.88M
|
-4
|
-67%
|
|
