|
2126
|
Beta Wealth Group
San Diego,
California
|
$3.15M
|
+$1.39M
|
+2,428
|
+91%
|
|
|
2127
|
Ceeto Capital Group
Coral Gables,
Florida
|
$3.15M
|
+$2.9M
|
+5,080
|
New
|
|
|
2128
|
Greenfield Savings Bank
Greenfield,
Massachusetts
|
$3.15M
|
+$191K
|
+334
|
+7%
|
|
|
2129
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$3.14M
|
–
|
–
|
–
|
|
|
2130
|
Lawson Kroeker Investment Management
Omaha,
Nebraska
|
$3.14M
|
–
|
–
|
–
|
|
|
2131
|
Morton Capital Management
Calabasas,
California
|
$3.14M
|
+$336K
|
+587
|
+13%
|
|
|
2132
|
Valley Wealth Managers
Paramus,
New Jersey
|
$3.14M
|
-$631K
|
-1,104
|
-18%
|
|
|
2133
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.14M
|
-$66.3K
|
-116
|
-2%
|
|
|
2134
|
EPIQ Partners
Minneapolis,
Minnesota
|
$3.13M
|
-$115K
|
-201
|
-4%
|
|
|
2135
|
Madrona Financial Services
Everett,
Washington
|
$3.13M
|
+$328K
|
+574
|
+13%
|
|
|
2136
|
Evelyn Partners Investment Management
London,
|
$3.13M
|
-$210K
|
-368
|
-7%
|
|
|
2137
|
Welch Group
Birmingham,
Alabama
|
$3.12M
|
+$773K
|
+1,352
|
+37%
|
|
|
2138
|
Wealth Management Partners
Tucson,
Arizona
|
$3.12M
|
+$12K
|
+21
|
+0.4%
|
|
|
2139
|
Rovin Capital
Mesa,
Arizona
|
$3.11M
|
+$14.9K
|
+26
|
+0.5%
|
|
|
2140
|
Rede Wealth
Charlottesville,
Virginia
|
$3.11M
|
-$112K
|
-196
|
-4%
|
|
|
2141
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$3.1M
|
-$17.7K
|
-31
|
-0.6%
|
|
|
2142
|
Compass Wealth Management
Guilford,
Connecticut
|
$3.1M
|
-$57.7K
|
-101
|
-2%
|
|
|
2143
|
Asset Management Group
Stamford,
Connecticut
|
$3.09M
|
-$16K
|
-28
|
-0.6%
|
|
|
2144
|
Pavion Blue Capital
Newport Beach,
California
|
$3.09M
|
+$74.3K
|
+130
|
+3%
|
|
|
2145
|
|
$3.09M
|
–
|
–
|
–
|
|
|
2146
|
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
$3.09M
|
+$2.06M
|
+3,602
|
+258%
|
|
|
2147
|
LGT Financial Advisors
Dallas,
Texas
|
$3.09M
|
+$806K
|
+1,410
|
+39%
|
|
|
2148
|
Patton Albertson Miller Group
Chattanooga,
Tennessee
|
$3.08M
|
+$85.7K
|
+150
|
+3%
|
|
|
2149
|
Center for Financial Planning
Southfied,
Michigan
|
$3.08M
|
+$18.9K
|
+33
|
+0.7%
|
|
|
2150
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$3.08M
|
–
|
–
|
–
|
|
