|
2201
|
Iowa State Bank
Urbandale,
Iowa
|
$1.9M
|
–
|
–
|
–
|
|
|
2202
|
Values Added Financial
Washington,
District of Columbia
|
$1.9M
|
+$7.1K
|
+12
|
+0.4%
|
|
|
2203
|
Raffa Wealth Management
Washington,
District of Columbia
|
$1.89M
|
-$1.18K
|
-2
|
-0.1%
|
|
|
2204
|
Aviance Capital Partners
Naples,
Florida
|
$1.89M
|
+$6.51K
|
+11
|
+0.3%
|
|
|
2205
|
Searle & Co
Greenwich,
Connecticut
|
$1.88M
|
+$666K
|
+1,126
|
+54%
|
|
|
2206
|
Rossby Financial
Melbourne,
Florida
|
$1.87M
|
+$1.88M
|
+3,181
|
New
|
|
|
2207
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.87M
|
-$17.8K
|
-30
|
-0.9%
|
|
|
2208
|
Clarity Wealth Advisors
San Jose,
California
|
$1.87M
|
+$115K
|
+195
|
+7%
|
|
|
2209
|
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
$1.87M
|
+$133K
|
+225
|
+8%
|
|
|
2210
|
Tradition Wealth Management
Edina,
Minnesota
|
$1.86M
|
+$109K
|
+184
|
+6%
|
|
|
2211
|
Willow Creek Wealth Management
Sebastopol,
California
|
$1.86M
|
-$47.4K
|
-80
|
-2%
|
|
|
2212
|
Lazard Frères Gestion
Paris,
France
|
$1.85M
|
-$207K
|
-350
|
-10%
|
|
|
2213
|
Goldstein Advisors
Madison,
Wisconsin
|
$1.85M
|
-$13.6K
|
-23
|
-0.7%
|
|
|
2214
|
Unionview LLC
Seattle,
Washington
|
$1.85M
|
+$18.9K
|
+32
|
+1%
|
|
|
2215
|
Wingate Wealth Advisors
Lexington,
Massachusetts
|
$1.84M
|
+$1.85M
|
+3,131
|
New
|
|
|
2216
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.84M
|
-$1.78K
|
-3
|
-0.1%
|
|
|
2217
|
Narus Financial Partners
Salt Lake City,
Utah
|
$1.84M
|
-$59.2K
|
-100
|
-3%
|
|
|
2218
|
Osborne Partners Capital Management
San Francisco,
California
|
$1.84M
|
-$59.2K
|
-100
|
-3%
|
|
|
2219
|
Crown Wealth Group
Charlotte,
North Carolina
|
$1.83M
|
+$953K
|
+1,610
|
+107%
|
|
|
2220
|
LM Advisors
San Diego,
California
|
$1.83M
|
+$46.2K
|
+78
|
+3%
|
|
|
2221
|
Fortress Financial Group
Rochester,
Minnesota
|
$1.83M
|
+$1.84M
|
+3,105
|
New
|
|
|
2222
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$1.82M
|
–
|
–
|
–
|
|
|
2223
|
Acorn Financial Advisory Services
Reston,
Virginia
|
$1.82M
|
+$109K
|
+184
|
+6%
|
|
|
2224
|
Delap Wealth Advisory
Lake Oswego,
Oregon
|
$1.81M
|
+$894K
|
+1,511
|
+97%
|
|
|
2225
|
MBA Advisors
Hermitage,
Pennsylvania
|
$1.8M
|
-$1.21M
|
-2,049
|
-40%
|
|
