|
651
|
Sonata Capital Group
Seattle,
Washington
|
$2.02M
|
+$3.77K
|
+18
|
+0.2%
|
|
|
652
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$2.02M
|
-$64.3K
|
-307
|
-3%
|
|
|
653
|
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
$2.01M
|
+$10.3K
|
+49
|
+0.5%
|
|
|
654
|
Neumann Capital Management
Foster City,
California
|
$2.01M
|
-$32.7K
|
-156
|
-2%
|
|
|
655
|
Essex Financial Services
Essex,
Connecticut
|
$2.01M
|
-$146K
|
-696
|
-7%
|
|
|
656
|
Mission Wealth Management
Santa Barbara,
California
|
$2.01M
|
-$3.35K
|
-16
|
-0.2%
|
|
|
657
|
Sonoma Private Wealth
Sonoma,
California
|
$2M
|
-$101K
|
-482
|
-5%
|
|
|
658
|
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
|
$2M
|
+$1.98M
|
+9,424
|
New
|
|
|
659
|
NorthLanding Financial Partners
Rochester,
New York
|
$1.99M
|
-$62K
|
-296
|
-3%
|
|
|
660
|
Park Place Capital
Homewood,
Alabama
|
$1.99M
|
-$60.8K
|
-290
|
-3%
|
|
|
661
|
WBH Advisory
Baltimore,
Maryland
|
$1.98M
|
+$1.26K
|
+6
|
+0.1%
|
|
|
662
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$1.97M
|
–
|
–
|
–
|
|
|
663
|
Unify Financial Advisors
Clearwater,
Florida
|
$1.97M
|
+$1.95M
|
+9,291
|
New
|
|
|
664
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$1.96M
|
–
|
–
|
–
|
|
|
665
|
Crusonia Wealth Advisors
Denver,
Colorado
|
$1.94M
|
+$1.92M
|
+9,142
|
New
|
|
|
666
|
Capital Square
Chattanooga,
Tennessee
|
$1.94M
|
+$13K
|
+62
|
+0.7%
|
|
|
667
|
Private Wealth Asset Management
Cedar Rapids,
Iowa
|
$1.93M
|
–
|
–
|
–
|
|
|
668
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$1.92M
|
+$529K
|
+2,522
|
+39%
|
|
|
669
|
Koshinski Asset Management
Decatur,
Illinois
|
$1.92M
|
+$51.8K
|
+247
|
+3%
|
|
|
670
|
Laffer Tengler Investments
Nashville,
Tennessee
|
$1.92M
|
–
|
–
|
–
|
|
|
671
|
Creative Financial Designs
Kokomo,
Indiana
|
$1.91M
|
+$561K
|
+2,676
|
+42%
|
|
|
672
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$1.91M
|
+$108K
|
+515
|
+6%
|
|
|
673
|
Sachetta
Lynnfield,
Massachusetts
|
$1.9M
|
-$108K
|
-515
|
-5%
|
|
|
674
|
WESPAC Advisors
Orinda,
California
|
$1.89M
|
+$778K
|
+3,712
|
+71%
|
|
|
675
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.88M
|
+$296K
|
+1,412
|
+19%
|
|
