|
301
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.91M
|
+$158K
|
+2,417
|
+9%
|
|
|
302
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.89M
|
+$92.7K
|
+1,420
|
+5%
|
|
|
303
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.88M
|
+$14.1K
|
+216
|
+0.8%
|
|
|
304
|
Chatham Capital Group
Savannah,
Georgia
|
$1.87M
|
–
|
–
|
–
|
|
|
305
|
EP Wealth Advisors
Torrance,
California
|
$1.85M
|
+$136K
|
+2,076
|
+8%
|
|
|
306
|
Element Wealth
Ridgeland,
Mississippi
|
$1.84M
|
-$200K
|
-3,067
|
-10%
|
|
|
307
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$1.81M
|
-$70.9K
|
-1,086
|
-4%
|
|
|
308
|
IFG Advisory
Atlanta,
Georgia
|
$1.8M
|
+$132K
|
+2,017
|
+8%
|
|
|
309
|
Summit Wealth Partners
Orlando,
Florida
|
$1.79M
|
+$42.7K
|
+654
|
+3%
|
|
|
310
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.78M
|
+$1.54M
|
+23,600
|
+922%
|
|
|
311
|
Collective Family Office
York,
Pennsylvania
|
$1.75M
|
–
|
–
|
–
|
|
|
312
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.74M
|
+$5.16K
|
+79
|
+0.3%
|
|
|
313
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$1.73M
|
+$136K
|
+2,085
|
+9%
|
|
|
314
|
Red Lighthouse Investment Management
New York
|
$1.7M
|
–
|
–
|
–
|
|
|
315
|
William Blair & Company
Chicago,
Illinois
|
$1.69M
|
+$219K
|
+3,353
|
+16%
|
|
|
316
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.66M
|
-$4.44K
|
-68
|
-0.3%
|
|
|
317
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.66M
|
+$470K
|
+7,206
|
+42%
|
|
|
318
|
Capital Planning Advisors
Roseville,
California
|
$1.65M
|
-$234K
|
-3,592
|
-13%
|
|
|
319
|
Procyon Advisors
Shelton,
Connecticut
|
$1.64M
|
–
|
–
|
–
|
|
|
320
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$1.63M
|
+$852K
|
+13,057
|
+119%
|
|
|
321
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.63M
|
+$31.3K
|
+480
|
+2%
|
|
|
322
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.63M
|
-$108K
|
-1,660
|
-6%
|
|
|
323
|
Snowden Capital Advisors
New York
|
$1.61M
|
+$231K
|
+3,534
|
+18%
|
|
|
324
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.6M
|
-$4.24K
|
-65
|
-0.3%
|
|
|
325
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.59M
|
-$142K
|
-2,180
|
-9%
|
|
