|
301
|
EP Wealth Advisors
Torrance,
California
|
$1.86M
|
+$21.2K
|
+312
|
+1%
|
|
|
302
|
Chatham Capital Group
Savannah,
Georgia
|
$1.86M
|
–
|
–
|
–
|
|
|
303
|
Element Wealth
Ridgeland,
Mississippi
|
$1.86M
|
+$34.7K
|
+512
|
+2%
|
|
|
304
|
Van Cleef Asset Management
Beachwood,
Ohio
|
$1.86M
|
-$152K
|
-2,240
|
-8%
|
|
|
305
|
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
|
$1.86M
|
-$158K
|
-2,334
|
-8%
|
|
|
306
|
Verum Partners
Charlotte,
North Carolina
|
$1.84M
|
-$283K
|
-4,169
|
-13%
|
|
|
307
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$1.75M
|
-$18.9K
|
-278
|
-1%
|
|
|
308
|
9258 Wealth Management
Blue Ash,
Ohio
|
$1.71M
|
-$363K
|
-5,356
|
-17%
|
|
|
309
|
William Blair & Company
Chicago,
Illinois
|
$1.71M
|
+$29.6K
|
+436
|
+2%
|
|
|
310
|
Collective Family Office
York,
Pennsylvania
|
$1.71M
|
-$37.3K
|
-550
|
-2%
|
|
|
311
|
Red Lighthouse Investment Management
New York
|
$1.69M
|
–
|
–
|
–
|
|
|
312
|
Garrison Point Advisors
Walnut Creek,
California
|
$1.69M
|
+$76.6K
|
+1,130
|
+5%
|
|
|
313
|
Rede Wealth
Charlottesville,
Virginia
|
$1.68M
|
+$260K
|
+3,832
|
+18%
|
|
|
314
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.68M
|
+$25.3K
|
+373
|
+2%
|
|
|
315
|
Taylor & Morgan Wealth Management
Flint,
Michigan
|
$1.68M
|
+$24.6K
|
+363
|
+1%
|
|
|
316
|
Cresset Asset Management
Chicago,
Illinois
|
$1.66M
|
+$483K
|
+7,119
|
+41%
|
|
|
317
|
Capital Planning Advisors
Roseville,
California
|
$1.64M
|
–
|
–
|
–
|
|
|
318
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$1.63M
|
+$8.82K
|
+130
|
+0.5%
|
|
|
319
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.59M
|
-$8.21K
|
-121
|
-0.5%
|
|
|
320
|
Cassady Schiller Wealth Management
Cincinnati,
Ohio
|
$1.59M
|
+$35.9K
|
+529
|
+2%
|
|
|
321
|
Snowden Capital Advisors
New York
|
$1.59M
|
-$15.7K
|
-232
|
-1%
|
|
|
322
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$1.57M
|
-$11.3K
|
-167
|
-0.7%
|
|
|
323
|
Isthmus Partners
Madison,
Wisconsin
|
$1.57M
|
+$23K
|
+339
|
+1%
|
|
|
324
|
Procyon Advisors
Shelton,
Connecticut
|
$1.57M
|
-$62.4K
|
-920
|
-4%
|
|
|
325
|
Lane & Associates
Moorestown,
New Jersey
|
$1.56M
|
+$555K
|
+8,191
|
+55%
|
|
