|
401
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$653K
|
+$83.3K
|
+2,747
|
+14%
|
|
|
402
|
Breakwater Capital Group
Paramus,
New Jersey
|
$642K
|
+$140K
|
+4,614
|
+27%
|
|
|
403
|
Porter White Investment Advisors
Birmingham,
Alabama
|
$633K
|
-$47.4K
|
-1,564
|
-7%
|
|
|
404
|
Lakeridge Wealth Management
Mentor,
Ohio
|
$629K
|
-$356K
|
-11,747
|
-35%
|
|
|
405
|
Darrow Company
Needham,
Massachusetts
|
$625K
|
–
|
–
|
–
|
|
|
406
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$616K
|
-$219K
|
-7,239
|
-26%
|
|
|
407
|
Kaufman Rossin Wealth
Miami,
Florida
|
$615K
|
+$638K
|
+21,052
|
New
|
|
|
408
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$612K
|
+$41.6K
|
+1,372
|
+7%
|
|
|
409
|
DiNuzzo Private Wealth
Beaver,
Pennsylvania
|
$607K
|
+$31.3K
|
+1,031
|
+5%
|
|
|
410
|
Walter & Keenan Wealth Management
Souh Bend,
Indiana
|
$606K
|
+$248K
|
+8,165
|
+65%
|
|
|
411
|
Collective Family Office
York,
Pennsylvania
|
$602K
|
-$121
|
-4
|
-0%
|
|
|
412
|
Tableaux
Stockbridge,
Massachusetts
|
$598K
|
+$621K
|
+20,479
|
New
|
|
|
413
|
Cascade Wealth Advisors
Wenatchee,
Washington
|
$592K
|
-$105K
|
-3,470
|
-15%
|
|
|
414
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$581K
|
+$393K
|
+12,974
|
+187%
|
|
|
415
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$577K
|
+$4.67K
|
+154
|
+0.8%
|
|
|
416
|
Wells Fargo
San Francisco,
California
|
$559K
|
+$388K
|
+12,805
|
+202%
|
|
|
417
|
Roundview Capital
Princeton,
New Jersey
|
$556K
|
+$577K
|
+19,036
|
New
|
|
|
418
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$550K
|
+$48.6K
|
+1,602
|
+9%
|
|
|
419
|
Faithward Advisors
Lancaster,
Pennsylvania
|
$544K
|
+$8.61K
|
+284
|
+2%
|
|
|
420
|
Raffa Wealth Management
Washington,
District of Columbia
|
$542K
|
+$107K
|
+3,529
|
+23%
|
|
|
421
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$533K
|
+$553K
|
+18,254
|
New
|
|
|
422
|
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
|
$531K
|
+$551K
|
+18,190
|
New
|
|
|
423
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$524K
|
–
|
–
|
–
|
|
|
424
|
AssetMark Inc
Concord,
California
|
$523K
|
-$70.7K
|
-2,333
|
-12%
|
|
|
425
|
Tassel Capital Management
Matthews,
North Carolina
|
$522K
|
+$542K
|
+17,873
|
New
|
|
