|
526
|
Transcendent Capital Group
Edmond,
Oklahoma
|
$2.7M
|
+$66.9K
|
+1,320
|
+3%
|
|
|
527
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$2.7M
|
+$206K
|
+4,056
|
+8%
|
|
|
528
|
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
|
$2.68M
|
-$104K
|
-2,047
|
-4%
|
|
|
529
|
Richard P. Slaughter Associates
Austin,
Texas
|
$2.66M
|
+$148K
|
+2,913
|
+6%
|
|
|
530
|
TFO Wealth Partners
Maumee,
Ohio
|
$2.66M
|
+$243K
|
+4,803
|
+10%
|
|
|
531
|
EP Wealth Advisors
Torrance,
California
|
$2.66M
|
+$2.66M
|
+52,490
|
New
|
|
|
532
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$2.65M
|
-$219K
|
-4,318
|
-8%
|
|
|
533
|
Holderness Investments Company
Greensboro,
North Carolina
|
$2.64M
|
-$7.6K
|
-150
|
-0.3%
|
|
|
534
|
Boston Family Office
Boston,
Massachusetts
|
$2.63M
|
-$291K
|
-5,735
|
-10%
|
|
|
535
|
Wealthfront Advisers
Palo Alto,
California
|
$2.63M
|
+$99.7K
|
+1,967
|
+4%
|
|
|
536
|
Adamsbrown Wealth Consultants
Wichita,
Kansas
|
$2.62M
|
-$866K
|
-17,084
|
-25%
|
|
|
537
|
Trek Financial
Scottsdale,
Arizona
|
$2.6M
|
-$780K
|
-15,402
|
-23%
|
|
|
538
|
Sage Advisory Services
Austin,
Texas
|
$2.58M
|
-$190K
|
-3,755
|
-7%
|
|
|
539
|
Garden State Investment Advisory Services
Red Bank,
New Jersey
|
$2.55M
|
+$255K
|
+5,026
|
+11%
|
|
|
540
|
Running Point Capital Advisors
El Segundo,
California
|
$2.53M
|
-$354K
|
-6,987
|
-12%
|
|
|
541
|
Colonial Trust
Spartanburg,
South Carolina
|
$2.52M
|
-$231K
|
-4,553
|
-8%
|
|
|
542
|
ProVise Management Group
Clearwater,
Florida
|
$2.49M
|
-$923K
|
-18,222
|
-27%
|
|
|
543
|
Leo Wealth LLC
Hurst,
Texas
|
$2.48M
|
+$88.7K
|
+1,750
|
+4%
|
|
|
544
|
Evergreen Wealth Partners
Kalispell,
Montana
|
$2.48M
|
+$2.48M
|
+48,923
|
New
|
|
|
545
|
Strategic Wealth Partners
Independence,
Ohio
|
$2.47M
|
+$525K
|
+10,368
|
+27%
|
|
|
546
|
NVWM LLC
Yardley,
Pennsylvania
|
$2.46M
|
+$61.1K
|
+1,206
|
+3%
|
|
|
547
|
Patten & Patten
Chattanooga,
Tennessee
|
$2.46M
|
–
|
–
|
–
|
|
|
548
|
Acorn Wealth Advisors
Grand Blanc,
Michigan
|
$2.45M
|
-$205K
|
-4,037
|
-8%
|
|
|
549
|
TPG Financial Advisors
Portland,
Oregon
|
$2.45M
|
+$921K
|
+18,183
|
+60%
|
|
|
550
|
Klingman & Associates
New York
|
$2.42M
|
–
|
–
|
–
|
|
