|
601
|
Grantvest Financial Group
Matawan,
New Jersey
|
$1.77M
|
+$154K
|
+2,647
|
+9%
|
|
|
602
|
Cascade Investment Group
Colorado Springs,
Colorado
|
$1.75M
|
-$26K
|
-447
|
-1%
|
|
|
603
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$1.74M
|
–
|
–
|
–
|
|
|
604
|
Brown Advisory
Baltimore,
Maryland
|
$1.73M
|
+$38.2K
|
+656
|
+2%
|
|
|
605
|
Valmark Advisers
Akron,
Ohio
|
$1.73M
|
+$407K
|
+6,989
|
+30%
|
|
|
606
|
Nelson Capital Management
Menlo Park,
California
|
$1.72M
|
-$52.6K
|
-902
|
-3%
|
|
|
607
|
Huntington National Bank
Columbus,
Ohio
|
$1.71M
|
–
|
–
|
–
|
|
|
608
|
|
$1.7M
|
–
|
–
|
–
|
|
|
609
|
PDS Planning
Dublin,
Ohio
|
$1.7M
|
+$149K
|
+2,553
|
+9%
|
|
|
610
|
Post Resch Tallon Group
Pittsford,
New York
|
$1.7M
|
-$48.2K
|
-828
|
-3%
|
|
|
611
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$1.69M
|
+$318K
|
+5,460
|
+23%
|
|
|
612
|
Simplicity Wealth
Summit,
New Jersey
|
$1.66M
|
+$870K
|
+14,940
|
+105%
|
|
|
613
|
Concord Wealth Partners
Abingdon,
Virginia
|
$1.65M
|
+$30.6K
|
+526
|
+2%
|
|
|
614
|
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
$1.64M
|
-$117K
|
-2,000
|
-7%
|
|
|
615
|
BOK Financial Private Wealth
Denver,
Colorado
|
$1.64M
|
+$339K
|
+5,827
|
+25%
|
|
|
616
|
Palacios Wealth Management
Ormond Beach,
Florida
|
$1.64M
|
+$99.6K
|
+1,709
|
+13%
|
|
|
617
|
FSB Premier Wealth Management
Waterloo,
Iowa
|
$1.63M
|
-$77.7K
|
-1,334
|
-4%
|
|
|
618
|
Coordinated Financial Services
Denver,
Colorado
|
$1.63M
|
+$90.5K
|
+1,554
|
+6%
|
|
|
619
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.63M
|
+$151K
|
+2,594
|
+10%
|
|
|
620
|
United Capital Financial Advisors
Irving,
Texas
|
$1.62M
|
+$138K
|
+2,364
|
+9%
|
|
|
621
|
Avidian Wealth Enterprises
Houston,
Texas
|
$1.61M
|
+$519K
|
+8,912
|
+46%
|
|
|
622
|
Wealth Effects
Boston,
Massachusetts
|
$1.61M
|
-$786K
|
-13,490
|
-32%
|
|
|
623
|
Mission Wealth Management
Santa Barbara,
California
|
$1.58M
|
+$203K
|
+3,488
|
+14%
|
|
|
624
|
Drive Wealth Management
Lehi,
Utah
|
$1.58M
|
+$237K
|
+4,070
|
+17%
|
|
|
625
|
US Bancorp
Minneapolis,
Minnesota
|
$1.58M
|
-$59.1K
|
-1,015
|
-4%
|
|
