|
376
|
Personal CFO Solutions
Chester,
New Jersey
|
$1.02M
|
+$1.01M
|
+9,232
|
New
|
|
|
377
|
Collective Family Office
York,
Pennsylvania
|
$1.01M
|
–
|
–
|
–
|
|
|
378
|
Karn Couzens & Associates
Farmington,
Connecticut
|
$1M
|
+$33.3K
|
+304
|
+3%
|
|
|
379
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$988K
|
-$18.1K
|
-165
|
-2%
|
|
|
380
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$982K
|
–
|
–
|
–
|
|
|
381
|
Successful Portfolios
Clearwater,
Florida
|
$978K
|
+$79K
|
+721
|
+9%
|
|
|
382
|
Franklin Resources
San Mateo,
California
|
$964K
|
–
|
–
|
–
|
|
|
383
|
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
$957K
|
+$137K
|
+1,249
|
+17%
|
|
|
384
|
Stokes Family Office
New Orleans,
Louisiana
|
$955K
|
+$243K
|
+2,223
|
+35%
|
|
|
385
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$953K
|
-$60.1K
|
-549
|
-6%
|
|
|
386
|
FinTrust Capital Advisors
Greenville,
South Carolina
|
$950K
|
+$264K
|
+2,406
|
+39%
|
|
|
387
|
GW & Wade
Wellesley,
Massachusetts
|
$944K
|
+$188K
|
+1,721
|
+25%
|
|
|
388
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$941K
|
+$27.6K
|
+252
|
+3%
|
|
|
389
|
Independent Financial Group
San Diego,
California
|
$937K
|
-$25.4K
|
-232
|
-3%
|
|
|
390
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$918K
|
+$199K
|
+1,817
|
+29%
|
|
|
391
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$917K
|
+$55.9K
|
+510
|
+7%
|
|
|
392
|
CEDRUS
Littleton,
Colorado
|
$896K
|
+$889K
|
+8,120
|
New
|
|
|
393
|
SOL Capital Management
Rockville,
Maryland
|
$893K
|
+$88.7K
|
+810
|
+11%
|
|
|
394
|
FDx Advisors
Chicago,
Illinois
|
$893K
|
+$163K
|
+1,484
|
+22%
|
|
|
395
|
Evensky & Katz
Coral Gables,
Florida
|
$891K
|
-$40.7K
|
-372
|
-4%
|
|
|
396
|
Magnus Financial Group
New York
|
$880K
|
+$24.5K
|
+224
|
+3%
|
|
|
397
|
Cresset Asset Management
Chicago,
Illinois
|
$875K
|
+$156K
|
+1,424
|
+22%
|
|
|
398
|
Goldstein Munger & Associates
San Ramon,
California
|
$874K
|
–
|
–
|
–
|
|
|
399
|
Opal Wealth Advisors
Jericho,
New York
|
$874K
|
+$868K
|
+7,926
|
New
|
|
|
400
|
Capital CS Group
Irvine,
California
|
$873K
|
+$867K
|
+7,920
|
New
|
|
