|
351
|
Callan Family Office
Radnor,
Pennsylvania
|
$774K
|
+$574K
|
+6,860
|
+269%
|
|
|
352
|
REDW Wealth
Albuquerque,
New Mexico
|
$769K
|
-$10.3K
|
-123
|
-1%
|
|
|
353
|
RF&L Wealth Management
Acton,
Massachusetts
|
$761K
|
+$167
|
+2
|
+0%
|
|
|
354
|
Harbor Group
Bedford,
New Hampshire
|
$758K
|
+$8.29K
|
+99
|
+1%
|
|
|
355
|
LAM Group
Lake Oswego,
Oregon
|
$753K
|
–
|
–
|
–
|
|
|
356
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$752K
|
-$16.5K
|
-197
|
-2%
|
|
|
357
|
Williams & Novak
Westlake Village,
California
|
$744K
|
–
|
–
|
–
|
|
|
358
|
Dala Group
Hoffman Estates,
Illinois
|
$740K
|
-$1.09K
|
-13
|
-0.1%
|
|
|
359
|
Donor Advised Charitable Giving
San Francisco,
California
|
$739K
|
-$18.8K
|
-225
|
-2%
|
|
|
360
|
|
$725K
|
-$15.9K
|
-190
|
-2%
|
|
|
361
|
Asset Dedication LLC
San Francisco,
California
|
$724K
|
-$41.5K
|
-495
|
-5%
|
|
|
362
|
Forum Financial Management
Lombard,
Illinois
|
$718K
|
-$31.8K
|
-380
|
-4%
|
|
|
363
|
Fidelis Capital Partners
Tampa,
Florida
|
$717K
|
+$30.7K
|
+367
|
+4%
|
|
|
364
|
Procyon Advisors
Shelton,
Connecticut
|
$711K
|
-$5.28K
|
-63
|
-0.7%
|
|
|
365
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$697K
|
–
|
–
|
–
|
|
|
366
|
First Horizon Corporation
Memphis,
Tennessee
|
$696K
|
+$116K
|
+1,380
|
+20%
|
|
|
367
|
William Howard & Co Financial Advisors
Memphis,
Tennessee
|
$695K
|
-$27.4K
|
-327
|
-4%
|
|
|
368
|
DMC Group
Birmingham,
Alabama
|
$680K
|
-$92.5K
|
-1,105
|
-12%
|
|
|
369
|
CIBC World Market
Toronto,
Ontario, Canada
|
$679K
|
–
|
–
|
–
|
|
|
370
|
Smith Partners Wealth Management
Greensboro,
North Carolina
|
$671K
|
-$113K
|
-1,345
|
-14%
|
|
|
371
|
First Western Trust Bank
Denver,
Colorado
|
$669K
|
–
|
–
|
–
|
|
|
372
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$667K
|
-$4.94K
|
-59
|
-0.7%
|
|
|
373
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$662K
|
+$17.8K
|
+213
|
+3%
|
|
|
374
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$662K
|
–
|
–
|
–
|
|
|
375
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$661K
|
+$7.62K
|
+91
|
+1%
|
|
