|
901
|
Lutz Financial Services
Omaha,
Nebraska
|
$580K
|
–
|
–
|
–
|
|
|
902
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$579K
|
-$8.83K
|
-59
|
-2%
|
|
|
903
|
BOK Financial Private Wealth
Denver,
Colorado
|
$576K
|
-$216K
|
-1,440
|
-28%
|
|
|
904
|
Chapin Davis
Baltimore,
Maryland
|
$568K
|
+$561K
|
+3,745
|
New
|
|
|
905
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$568K
|
+$1.05K
|
+7
|
+0.2%
|
|
|
906
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$566K
|
-$652K
|
-4,355
|
-54%
|
|
|
907
|
RWA Wealth Partners
Newton,
Massachusetts
|
$565K
|
+$43.4K
|
+290
|
+9%
|
|
|
908
|
MidWestOne Financial Group
Iowa City,
Iowa
|
$565K
|
+$18K
|
+120
|
+3%
|
|
|
909
|
AFT Forsyth & Company
West Palm Beach,
Florida
|
$564K
|
-$2.99K
|
-20
|
-0.5%
|
|
|
910
|
Sunflower Bank
Dallas,
Texas
|
$563K
|
–
|
–
|
–
|
|
|
911
|
Victory Capital Management
San Antonio,
Texas
|
$561K
|
–
|
–
|
–
|
|
|
912
|
Private Capital Management (Colorado)
Denver,
Colorado
|
$560K
|
+$75.4K
|
+504
|
+16%
|
|
|
913
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$560K
|
+$97.3K
|
+650
|
+21%
|
|
|
914
|
Cambridge Trust
Cambridge,
Massachusetts
|
$556K
|
–
|
–
|
–
|
|
|
915
|
Financial Guidance Group
Palm Harbor,
Florida
|
$551K
|
–
|
–
|
–
|
|
|
916
|
Lake Street Private Wealth
Chicago,
Illinois
|
$550K
|
+$15.6K
|
+104
|
+3%
|
|
|
917
|
Greenspring Advisors
Towson,
Maryland
|
$548K
|
-$110K
|
-735
|
-17%
|
|
|
918
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$546K
|
-$8.53K
|
-57
|
-2%
|
|
|
919
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$545K
|
-$7.33K
|
-49
|
-1%
|
|
|
920
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$543K
|
+$67.8K
|
+453
|
+14%
|
|
|
921
|
Bourgeon Capital Management
Darien,
Connecticut
|
$535K
|
–
|
–
|
–
|
|
|
922
|
Robinson Value Management
San Antonio,
Texas
|
$532K
|
-$98.3K
|
-657
|
-16%
|
|
|
923
|
Westmount Partners
Los Angeles,
California
|
$532K
|
+$525K
|
+3,509
|
New
|
|
|
924
|
Waterfront Wealth
Overland Park,
Kansas
|
$529K
|
–
|
–
|
–
|
|
|
925
|
Personal CFO Solutions
Chester,
New Jersey
|
$528K
|
-$96.8K
|
-647
|
-16%
|
|
