|
326
|
Donor Advised Charitable Giving
San Francisco,
California
|
$1.72M
|
-$81.1K
|
-1,171
|
-5%
|
|
|
327
|
Cambridge Financial Group (Arizona)
Tucson,
Arizona
|
$1.71M
|
-$1.73K
|
-25
|
-0.1%
|
|
|
328
|
Procyon Advisors
Shelton,
Connecticut
|
$1.7M
|
+$17.3K
|
+250
|
+1%
|
|
|
329
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$1.68M
|
+$65.7K
|
+949
|
+4%
|
|
|
330
|
Western Wealth Management
Golden,
Colorado
|
$1.63M
|
+$262K
|
+3,783
|
+20%
|
|
|
331
|
Canandaigua National Bank & Trust
Canandaigua,
New York
|
$1.63M
|
+$1.56M
|
+22,471
|
New
|
|
|
332
|
Vicus Capital
State College,
Pennsylvania
|
$1.62M
|
+$18.4K
|
+266
|
+1%
|
|
|
333
|
Sterling Investment Counsel
Buffalo,
New York
|
$1.6M
|
+$352K
|
+5,086
|
+30%
|
|
|
334
|
ADE LLC
Baltimore,
Maryland
|
$1.57M
|
+$82.8K
|
+1,196
|
+6%
|
|
|
335
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.56M
|
-$69
|
-1
|
-0%
|
|
|
336
|
Arlington Trust
Birmingham,
Alabama
|
$1.53M
|
–
|
–
|
–
|
|
|
337
|
Creekmur Asset Management
Morton,
Illinois
|
$1.52M
|
-$2.54M
|
-36,728
|
-64%
|
|
|
338
|
William Blair & Company
Chicago,
Illinois
|
$1.51M
|
-$312K
|
-4,511
|
-18%
|
|
|
339
|
Avantax Planning Partners
Dubuque,
Iowa
|
$1.5M
|
-$1.11M
|
-15,965
|
-44%
|
|
|
340
|
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
|
$1.5M
|
+$34.4K
|
+496
|
+2%
|
|
|
341
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$1.48M
|
–
|
–
|
–
|
|
|
342
|
Citadel Advisors
Miami,
Florida
|
$1.46M
|
+$1.39M
|
+20,082
|
New
|
|
|
343
|
Arista Wealth Management
Las Vegas,
Nevada
|
$1.43M
|
-$37.7K
|
-544
|
-3%
|
|
|
344
|
High Probability Advisors
Pittsford,
New York
|
$1.42M
|
-$177K
|
-2,555
|
-12%
|
|
|
345
|
Prospera Financial Services
Dallas,
Texas
|
$1.42M
|
-$15K
|
-217
|
-1%
|
|
|
346
|
Shared Vision Wealth Group
Carlsbad,
United States
|
$1.4M
|
+$240K
|
+3,464
|
+22%
|
|
|
347
|
Capital Wealth Alliance
Scottsdale,
Arizona
|
$1.36M
|
-$686K
|
-9,902
|
-35%
|
|
|
348
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.33M
|
-$4.29K
|
-62
|
-0.3%
|
|
|
349
|
|
$1.32M
|
+$399K
|
+5,755
|
+46%
|
|
|
350
|
IFP Advisors
Tampa,
Florida
|
$1.31M
|
+$157K
|
+2,270
|
+14%
|
|
