|
226
|
Wealth Architects
Mountain View,
California
|
$3.26M
|
+$133K
|
+1,250
|
+4%
|
|
|
227
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$3.21M
|
+$670K
|
+6,272
|
+26%
|
|
|
228
|
Cascade Financial Partners
San Diego,
California
|
$3.19M
|
+$116K
|
+1,090
|
+4%
|
|
|
229
|
Atomi Financial Group
New York
|
$3.19M
|
+$884K
|
+8,282
|
+38%
|
|
|
230
|
Naples Global Advisors
Naples,
Florida
|
$3.18M
|
+$201K
|
+1,880
|
+7%
|
|
|
231
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$3.16M
|
+$44.4K
|
+416
|
+1%
|
|
|
232
|
LJI Wealth Management
Indianapolis,
Indiana
|
$3.12M
|
-$37.4K
|
-350
|
-1%
|
|
|
233
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$3.08M
|
-$168K
|
-1,575
|
-5%
|
|
|
234
|
Choate Investment Advisors
Boston,
Massachusetts
|
$3.08M
|
–
|
–
|
–
|
|
|
235
|
Equita Financial Network
Fort Washington,
Pennsylvania
|
$3.06M
|
+$188K
|
+1,765
|
+7%
|
|
|
236
|
Fonville Wealth Management
Richmond,
Virginia
|
$3.04M
|
+$134K
|
+1,258
|
+5%
|
|
|
237
|
Cardiff Park Advisors
Carlsbad,
California
|
$3.02M
|
+$6.41K
|
+60
|
+0.2%
|
|
|
238
|
Highview Capital Management
Buffalo Grove,
Illinois
|
$2.95M
|
–
|
–
|
–
|
|
|
239
|
MAI Capital Management
Independence,
Ohio
|
$2.95M
|
+$378K
|
+3,540
|
+15%
|
|
|
240
|
Spire Wealth Management
Mclean,
Virginia
|
$2.87M
|
-$82.9K
|
-776
|
-3%
|
|
|
241
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$2.86M
|
-$1.19M
|
-11,141
|
-29%
|
|
|
242
|
UMB Bank
Kansas City,
Missouri
|
$2.85M
|
+$11.4K
|
+107
|
+0.4%
|
|
|
243
|
Apexium Financial
Dallas,
Texas
|
$2.84M
|
+$821K
|
+7,691
|
+41%
|
|
|
244
|
Lido Advisors
Los Angeles,
California
|
$2.83M
|
+$1.93M
|
+18,061
|
+214%
|
|
|
245
|
Fiduciary Trust
Boston,
Massachusetts
|
$2.83M
|
+$198K
|
+1,855
|
+8%
|
|
|
246
|
BCO Wealth Management
Carlsbad,
New Mexico
|
$2.7M
|
+$228K
|
+2,136
|
+9%
|
|
|
247
|
Omega Financial Group
Santa Barbara,
California
|
$2.6M
|
-$100K
|
-940
|
-4%
|
|
|
248
|
Bonfire Financial
Colorado Springs,
Colorado
|
$2.58M
|
+$442K
|
+4,137
|
+21%
|
|
|
249
|
Choreo LLC
Rockford,
Illinois
|
$2.57M
|
-$46.2K
|
-433
|
-2%
|
|
|
250
|
Stone Summit Wealth
Miami,
Florida
|
$2.56M
|
-$4.49K
|
-42
|
-0.2%
|
|
