|
526
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$2.23M
|
–
|
–
|
–
|
|
|
527
|
Whittier Trust
South Pasadena,
California
|
$2.22M
|
–
|
–
|
–
|
|
|
528
|
Slagle Financial
Edwardsville,
Illinois
|
$2.22M
|
+$158K
|
+2,429
|
+8%
|
|
|
529
|
Private Trust Company
Cleveland,
Ohio
|
$2.2M
|
+$91.4K
|
+1,406
|
+5%
|
|
|
530
|
Helen Stephens Group
Fort Worth,
Texas
|
$2.2M
|
-$47.3K
|
-728
|
-2%
|
|
|
531
|
Fermata Advisors
Sonoma,
California
|
$2.18M
|
+$75.8K
|
+1,166
|
+4%
|
|
|
532
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$2.16M
|
+$850K
|
+13,078
|
+69%
|
|
|
533
|
Atomi Financial Group
New York
|
$2.14M
|
-$59.3K
|
-912
|
-3%
|
|
|
534
|
Sanchez Wealth Management Group
Jacksonville,
Florida
|
$2.14M
|
+$107K
|
+1,647
|
+5%
|
|
|
535
|
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
|
$2.12M
|
-$27.4K
|
-422
|
-1%
|
|
|
536
|
My Personal CFO LLC
Vancouver,
Washington
|
$2.09M
|
+$10.3K
|
+158
|
+0.5%
|
|
|
537
|
Teamwork Financial Advisors
San Antonio,
Texas
|
$2.08M
|
-$63.5K
|
-976
|
-3%
|
|
|
538
|
|
$2.06M
|
+$791K
|
+12,159
|
+66%
|
|
|
539
|
Safeguard Financial
Minocqua,
Wisconsin
|
$2.06M
|
-$18.7K
|
-287
|
-0.9%
|
|
|
540
|
Apella Capital
West Hartford,
Connecticut
|
$2.06M
|
+$650
|
+10
|
+0%
|
|
|
541
|
Kennicott Capital Management
Corte Madera,
California
|
$2.04M
|
+$1.97M
|
+30,288
|
New
|
|
|
542
|
Comerica Bank
Dallas,
Texas
|
$2.04M
|
-$42.5K
|
-653
|
-2%
|
|
|
543
|
Facet Wealth Inc
Baltimore,
Maryland
|
$2.03M
|
-$10.2K
|
-157
|
-0.5%
|
|
|
544
|
Sterling Financial Group
Pasadena,
California
|
$2.03M
|
+$897K
|
+13,800
|
+85%
|
|
|
545
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.01M
|
-$95.3K
|
-1,465
|
-5%
|
|
|
546
|
Cooper Financial Group
Irvine,
California
|
$1.98M
|
+$12.2K
|
+187
|
+0.6%
|
|
|
547
|
Steward Partners Investment Advisory
New York
|
$1.95M
|
+$69.3K
|
+1,066
|
+4%
|
|
|
548
|
Kavar Capital Partners Group
Leawood,
Kansas
|
$1.94M
|
-$120K
|
-1,850
|
-6%
|
|
|
549
|
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
|
$1.94M
|
+$1.86M
|
+28,668
|
New
|
|
|
550
|
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
$1.94M
|
-$2.48M
|
-38,189
|
-57%
|
|
