|
726
|
GeoWealth Management
Chicago,
Illinois
|
$5.41M
|
+$2.33M
|
+27,427
|
+79%
|
|
|
727
|
ADE LLC
Baltimore,
Maryland
|
$5.4M
|
+$33K
|
+388
|
+0.6%
|
|
|
728
|
Cary Street Partners
Richmond,
Virginia
|
$5.4M
|
+$805K
|
+9,477
|
+18%
|
|
|
729
|
Liberty Wealth Management
Oakland,
California
|
$5.39M
|
-$272K
|
-3,205
|
-5%
|
|
|
730
|
JGP Wealth Management
Bend,
Oregon
|
$5.38M
|
+$85.1K
|
+1,002
|
+2%
|
|
|
731
|
WealthPlan Investment Management
Omaha,
Nebraska
|
$5.32M
|
+$4.14M
|
+48,725
|
+397%
|
|
|
732
|
Fiduciary Group
Savannah,
Georgia
|
$5.31M
|
+$164K
|
+1,936
|
+3%
|
|
|
733
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$5.3M
|
+$1.47M
|
+17,269
|
+40%
|
|
|
734
|
Fairview Capital Investment Management
Greenbrae,
California
|
$5.28M
|
-$42.5K
|
-500
|
-0.8%
|
|
|
735
|
Spinnaker Trust
Portland,
Maine
|
$5.27M
|
–
|
–
|
–
|
|
|
736
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$5.22M
|
-$11.6K
|
-136
|
-0.2%
|
|
|
737
|
Smith Shellnut Wilson
Ridgeland,
Mississippi
|
$5.16M
|
+$242K
|
+2,848
|
+5%
|
|
|
738
|
|
$5.15M
|
+$5.01M
|
+58,984
|
New
|
|
|
739
|
|
$5.14M
|
-$170K
|
-2,005
|
-3%
|
|
|
740
|
Legacy Financial Advisors
Covington,
Kentucky
|
$5.07M
|
-$279K
|
-3,287
|
-5%
|
|
|
741
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$5.06M
|
-$26K
|
-306
|
-0.5%
|
|
|
742
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$5.04M
|
-$639K
|
-7,519
|
-12%
|
|
|
743
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$5.02M
|
+$2.5M
|
+29,472
|
+108%
|
|
|
744
|
One Degree Advisors
San Diego,
California
|
$4.99M
|
+$963K
|
+11,330
|
+25%
|
|
|
745
|
Segment Wealth Management
Houston,
Texas
|
$4.99M
|
-$31.9K
|
-376
|
-0.7%
|
|
|
746
|
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
$4.99M
|
+$456K
|
+5,368
|
+10%
|
|
|
747
|
One Capital Management
Westlake Village,
California
|
$4.93M
|
+$854K
|
+10,048
|
+22%
|
|
|
748
|
AAF Wealth Management
Westborough,
Massachusetts
|
$4.92M
|
-$14.3K
|
-168
|
-0.3%
|
|
|
749
|
JPL Wealth Management
Highlands Ranch,
Colorado
|
$4.92M
|
-$56.4K
|
-664
|
-1%
|
|
|
750
|
Greykasell Wealth Strategies
Danville,
California
|
$4.91M
|
-$545K
|
-6,419
|
-10%
|
|
