|
926
|
REDW Wealth
Albuquerque,
New Mexico
|
$2.75M
|
+$166K
|
+2,142
|
+7%
|
|
|
927
|
Kelleher Financial Advisors
New York
|
$2.74M
|
+$1.2M
|
+15,466
|
+84%
|
|
|
928
|
Blue Trust Inc
Alpharetta,
Georgia
|
$2.73M
|
-$83.3K
|
-1,074
|
-3%
|
|
|
929
|
Transcend Capital Advisors
Madison,
New Jersey
|
$2.72M
|
+$20.2K
|
+261
|
+0.8%
|
|
|
930
|
Fisher Asset Management
Camas,
Washington
|
$2.72M
|
+$865K
|
+11,158
|
+49%
|
|
|
931
|
Linscomb Wealth
Houston,
Texas
|
$2.71M
|
-$37.5K
|
-484
|
-1%
|
|
|
932
|
Empirical Wealth Management
Seattle,
Washington
|
$2.7M
|
-$216K
|
-2,783
|
-8%
|
|
|
933
|
Oak Harbor Wealth Partners
Raleigh,
North Carolina
|
$2.7M
|
-$15.8M
|
-204,085
|
-86%
|
|
|
934
|
Defined Wealth Management
Beaverton,
Oregon
|
$2.7M
|
+$31.2K
|
+402
|
+1%
|
|
|
935
|
Segment Wealth Management
Houston,
Texas
|
$2.69M
|
-$155
|
-2
|
-0%
|
|
|
936
|
New Covenant Trust Company
Jeffersonville,
Indiana
|
$2.69M
|
+$368K
|
+4,752
|
+17%
|
|
|
937
|
Clarity Capital Advisors
Lakewood Ranch,
Florida
|
$2.69M
|
+$5.81K
|
+75
|
+0.2%
|
|
|
938
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$2.68M
|
-$7.29K
|
-94
|
-0.3%
|
|
|
939
|
Fiduciary Family Office
Boca Raton,
Florida
|
$2.68M
|
+$1.18M
|
+15,176
|
+84%
|
|
|
940
|
Portland Financial Advisors
Port Washington,
New York
|
$2.68M
|
+$101K
|
+1,301
|
+4%
|
|
|
941
|
Daniel Investment Group
Royal Oak,
Michigan
|
$2.68M
|
+$2.58M
|
+33,253
|
New
|
|
|
942
|
Topel & Distasi Wealth Management
Berkeley,
California
|
$2.68M
|
-$98.5K
|
-1,270
|
-4%
|
|
|
943
|
Goldstein Advisors
Madison,
Wisconsin
|
$2.67M
|
+$1.26M
|
+16,223
|
+96%
|
|
|
944
|
Sand Hill Global Advisors
Palo Alto,
California
|
$2.66M
|
-$215K
|
-2,774
|
-8%
|
|
|
945
|
Patten Group
Chattanooga,
Tennessee
|
$2.65M
|
-$212K
|
-2,730
|
-8%
|
|
|
946
|
Cornerstone Financial Group
Omaha,
Nebraska
|
$2.63M
|
-$7.6M
|
-97,992
|
-75%
|
|
|
947
|
LCW Services
Virginia Beach,
Virginia
|
$2.63M
|
+$45.3K
|
+584
|
+2%
|
|
|
948
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$2.63M
|
+$9.92K
|
+128
|
+0.4%
|
|
|
949
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$2.62M
|
+$10.3K
|
+133
|
+0.4%
|
|
|
950
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$2.62M
|
-$3.72K
|
-48
|
-0.1%
|
|
