|
351
|
Leo Wealth LLC
Hurst,
Texas
|
$1.74M
|
+$17.4K
|
+145
|
+1%
|
|
|
352
|
Strategic Family Wealth Counselors
Fairfield,
New Jersey
|
$1.74M
|
+$86.5K
|
+721
|
+5%
|
|
|
353
|
Means Investment Company
Bangor,
Maine
|
$1.73M
|
-$35.8K
|
-298
|
-2%
|
|
|
354
|
AllSquare Wealth Management
Albany,
New York
|
$1.72M
|
-$46.2K
|
-385
|
-3%
|
|
|
355
|
KeyBank National Association
Cleveland,
Ohio
|
$1.71M
|
+$1.75M
|
+14,547
|
New
|
|
|
356
|
Levin Capital Strategies
New York
|
$1.69M
|
–
|
–
|
–
|
|
|
357
|
Independent Financial Group
San Diego,
California
|
$1.68M
|
+$16.8K
|
+140
|
+1%
|
|
|
358
|
Focus Financial Network
Minneapolis,
Minnesota
|
$1.68M
|
+$645K
|
+5,373
|
+60%
|
|
|
359
|
HTG Investment Advisors
New Canaan,
Connecticut
|
$1.68M
|
-$36.6K
|
-305
|
-2%
|
|
|
360
|
Fingerlakes Wealth Management
Ithaca,
New York
|
$1.67M
|
-$24.4K
|
-203
|
-1%
|
|
|
361
|
Creekside Partners
Petaluma,
California
|
$1.66M
|
+$120
|
+1
|
+0%
|
|
|
362
|
Roundview Capital
Princeton,
New Jersey
|
$1.65M
|
-$14.4K
|
-120
|
-0.8%
|
|
|
363
|
Breed's Hill Capital
Charlestown,
Massachusetts
|
$1.64M
|
+$1.68M
|
+13,970
|
New
|
|
|
364
|
Lazard Asset Management
New York
|
$1.64M
|
+$1.27M
|
+10,569
|
+314%
|
|
|
365
|
Total Wealth Planning
Cincinnati,
Ohio
|
$1.63M
|
-$128K
|
-1,069
|
-7%
|
|
|
366
|
Wilson & Boucher Capital Management
Moraga,
California
|
$1.62M
|
+$444K
|
+3,700
|
+37%
|
|
|
367
|
Harbour Investments
Madison,
Wisconsin
|
$1.62M
|
+$202K
|
+1,679
|
+14%
|
|
|
368
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$1.62M
|
+$1.65M
|
+13,749
|
New
|
|
|
369
|
Tidal Investments
Milwaukee,
Wisconsin
|
$1.61M
|
-$2.11M
|
-17,579
|
-56%
|
|
|
370
|
Verus Financial Partners
Richmond,
Virginia
|
$1.6M
|
+$28.3K
|
+236
|
+2%
|
|
|
371
|
LongView Wealth Management
Atlanta,
Georgia
|
$1.6M
|
+$486K
|
+4,051
|
+43%
|
|
|
372
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$1.57M
|
+$90.3K
|
+752
|
+6%
|
|
|
373
|
BSW Wealth Partners
Boulder,
Colorado
|
$1.56M
|
-$24.1K
|
-201
|
-1%
|
|
|
374
|
Long Island Wealth Management
Melville,
New York
|
$1.56M
|
+$131K
|
+1,092
|
+9%
|
|
|
375
|
J.W. Cole Advisors
Tampa,
Florida
|
$1.55M
|
-$22.4K
|
-187
|
-1%
|
|
