|
301
|
Klingman & Associates
New York
|
$1.81M
|
+$22.8K
|
+373
|
+1%
|
|
|
302
|
Capital Planning Advisors
Roseville,
California
|
$1.81M
|
+$207K
|
+3,377
|
+14%
|
|
|
303
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.8M
|
+$138K
|
+2,254
|
+9%
|
|
|
304
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$1.8M
|
-$1.96K
|
-32
|
-0.1%
|
|
|
305
|
Chatham Capital Group
Savannah,
Georgia
|
$1.79M
|
-$5.2K
|
-85
|
-0.3%
|
|
|
306
|
Hilltop Partners
Mishawaka,
Indiana
|
$1.79M
|
-$433K
|
-7,066
|
-20%
|
|
|
307
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.78M
|
-$84.4K
|
-1,378
|
-5%
|
|
|
308
|
CreativeOne Wealth
Overland Park,
Kansas
|
$1.74M
|
-$219K
|
-3,575
|
-12%
|
|
|
309
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.72M
|
+$1.62M
|
+26,458
|
New
|
|
|
310
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$1.69M
|
+$52.6K
|
+860
|
+3%
|
|
|
311
|
Collective Family Office
York,
Pennsylvania
|
$1.68M
|
-$485K
|
-7,925
|
-23%
|
|
|
312
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.68M
|
-$274K
|
-4,471
|
-15%
|
|
|
313
|
Summit Wealth Partners
Orlando,
Florida
|
$1.67M
|
+$6.73K
|
+110
|
+0.4%
|
|
|
314
|
Steward Partners Investment Advisory
New York
|
$1.67M
|
-$8.75K
|
-143
|
-0.6%
|
|
|
315
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.66M
|
+$110K
|
+1,795
|
+8%
|
|
|
316
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.66M
|
+$1.57M
|
+25,605
|
New
|
|
|
317
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.66M
|
-$33.2K
|
-543
|
-2%
|
|
|
318
|
EP Wealth Advisors
Torrance,
California
|
$1.64M
|
-$43.5K
|
-710
|
-3%
|
|
|
319
|
Red Lighthouse Investment Management
New York
|
$1.63M
|
-$96.5K
|
-1,576
|
-6%
|
|
|
320
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.59M
|
+$1.5M
|
+24,563
|
New
|
|
|
321
|
IFG Advisory
Atlanta,
Georgia
|
$1.59M
|
+$209K
|
+3,406
|
+16%
|
|
|
322
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$1.58M
|
-$1.2M
|
-19,557
|
-45%
|
|
|
323
|
Procyon Advisors
Shelton,
Connecticut
|
$1.57M
|
-$134K
|
-2,181
|
-8%
|
|
|
324
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.54M
|
+$1.45M
|
+23,716
|
New
|
|
|
325
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.52M
|
+$15.9K
|
+260
|
+1%
|
|
