|
476
|
Cascade Financial Partners
San Diego,
California
|
$2.15M
|
+$2.1M
|
+19,140
|
New
|
|
|
477
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$2.15M
|
+$219
|
+2
|
+0%
|
|
|
478
|
Fidelis Capital Partners
Tampa,
Florida
|
$2.15M
|
-$308K
|
-2,806
|
-13%
|
|
|
479
|
M&T Bank
Buffalo,
New York
|
$2.13M
|
+$1.16M
|
+10,606
|
+135%
|
|
|
480
|
Tarbox Family Office
Newport Beach,
California
|
$2.13M
|
+$284K
|
+2,593
|
+16%
|
|
|
481
|
BIP Wealth
Atlanta,
Georgia
|
$2.13M
|
+$610K
|
+5,566
|
+43%
|
|
|
482
|
Oxford Financial Group
Carmel,
Indiana
|
$2.12M
|
–
|
–
|
–
|
|
|
483
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$2.11M
|
-$296K
|
-2,697
|
-13%
|
|
|
484
|
Evoke Wealth
Los Angeles,
California
|
$2.1M
|
+$1.99M
|
+18,191
|
New
|
|
|
485
|
EP Wealth Advisors
Torrance,
California
|
$2.08M
|
+$507K
|
+4,624
|
+35%
|
|
|
486
|
Insigneo Advisory Services
Miami,
Florida
|
$2.06M
|
-$125K
|
-1,144
|
-6%
|
|
|
487
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$2.02M
|
–
|
–
|
–
|
|
|
488
|
Summit Global Investments
Bountiful,
Utah
|
$2.01M
|
+$624K
|
+5,693
|
+48%
|
|
|
489
|
Klingman & Associates
New York
|
$2M
|
-$89.1K
|
-812
|
-4%
|
|
|
490
|
Mutual Advisors
Omaha,
Nebraska
|
$1.99M
|
+$13.2K
|
+120
|
+0.7%
|
|
|
491
|
Archer Investment Corporation
Carmel,
Indiana
|
$1.98M
|
-$2.74K
|
-25
|
-0.1%
|
|
|
492
|
The Wealth Group
Eden Prairie,
Minnesota
|
$1.98M
|
+$2.58M
|
+23,519
|
+133%
|
|
|
493
|
Cherry Tree Wealth Management
Minnetonka,
Minnesota
|
$1.98M
|
-$3.51K
|
-32
|
-0.2%
|
|
|
494
|
Peak Financial Management
Wellesley,
Massachusetts
|
$1.96M
|
+$2.08K
|
+19
|
+0.1%
|
|
|
495
|
GSB Wealth Management
Guilford,
Connecticut
|
$1.94M
|
-$92.6K
|
-844
|
-5%
|
|
|
496
|
Hamilton Capital
Columbus,
Ohio
|
$1.94M
|
–
|
–
|
–
|
|
|
497
|
|
$1.92M
|
+$243K
|
+2,217
|
+15%
|
|
|
498
|
Blueprint Investment Partners
Greensboro,
North Carolina
|
$1.91M
|
-$273K
|
-2,492
|
-13%
|
|
|
499
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.9M
|
+$3.07K
|
+28
|
+0.2%
|
|
|
500
|
Valeo Financial Advisors
Carmel,
Indiana
|
$1.88M
|
-$297K
|
-2,711
|
-14%
|
|
