|
276
|
TD Private Client Wealth
New York
|
$3.14M
|
+$2.65M
|
+83,324
|
+462%
|
|
|
277
|
Orcam Financial Group
Encinitas,
California
|
$3.13M
|
+$2.8K
|
+88
|
+0.1%
|
|
|
278
|
John Boyer Inc
Tampa,
Florida
|
$3.12M
|
-$3.92K
|
-123
|
-0.1%
|
|
|
279
|
Blankinship & Foster
Solana Beach,
California
|
$3.12M
|
-$40.1K
|
-1,258
|
-1%
|
|
|
280
|
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
$3.1M
|
-$246K
|
-7,713
|
-7%
|
|
|
281
|
|
$3.1M
|
-$146K
|
-4,573
|
-4%
|
|
|
282
|
WealthShield Partners
Cary,
North Carolina
|
$3.1M
|
-$70.1K
|
-2,203
|
-2%
|
|
|
283
|
PlanWiser Financial
Colorado Springs,
Colorado
|
$3.06M
|
-$49.6K
|
-1,558
|
-2%
|
|
|
284
|
Zhang Financial
Portage,
Michigan
|
$3.06M
|
+$93K
|
+2,921
|
+3%
|
|
|
285
|
Envision Financial
Brookfield,
Wisconsin
|
$3.03M
|
-$549K
|
-17,227
|
-15%
|
|
|
286
|
LifeSteps Financial
Claremont,
California
|
$3.01M
|
+$167K
|
+5,240
|
+6%
|
|
|
287
|
Coldstream Capital Management
Bellevue,
Washington
|
$3M
|
-$10.1K
|
-318
|
-0.3%
|
|
|
288
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$3M
|
-$311K
|
-9,777
|
-9%
|
|
|
289
|
Equitable Holdings
New York
|
$2.99M
|
+$199K
|
+6,262
|
+7%
|
|
|
290
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.95M
|
+$136K
|
+4,280
|
+5%
|
|
|
291
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$2.91M
|
+$257K
|
+8,085
|
+10%
|
|
|
292
|
PCA Investment Advisory Services
Cincinnati,
Ohio
|
$2.86M
|
-$47.4K
|
-1,488
|
-2%
|
|
|
293
|
Advisory Services Network
Atlanta,
Georgia
|
$2.85M
|
+$43.8K
|
+1,377
|
+2%
|
|
|
294
|
EP Wealth Advisors
Torrance,
California
|
$2.84M
|
+$65.1K
|
+2,046
|
+2%
|
|
|
295
|
Franklin Resources
San Mateo,
California
|
$2.83M
|
-$548K
|
-17,199
|
-16%
|
|
|
296
|
Jacobs Equity
Draper,
Utah
|
$2.83M
|
+$26K
|
+816
|
+0.9%
|
|
|
297
|
Vise Technologies
New York
|
$2.8M
|
–
|
–
|
–
|
|
|
298
|
River Wealth Advisors
Camp Hill,
Pennsylvania
|
$2.8M
|
-$115K
|
-3,627
|
-4%
|
|
|
299
|
Values Added Financial
Washington,
District of Columbia
|
$2.78M
|
+$48.1K
|
+1,510
|
+2%
|
|
|
300
|
True North Advisors
Dallas,
Texas
|
$2.72M
|
-$125K
|
-3,922
|
-4%
|
|
