|
476
|
Cooke Wealth Management
Irvine,
California
|
$28.6M
|
+$27.9M
|
+84,006
|
New
|
|
|
477
|
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
|
$28.6M
|
-$835K
|
-2,510
|
-3%
|
|
|
478
|
Trellis Wealth Advisors
San Luis Obispo,
California
|
$28.5M
|
-$118K
|
-354
|
-0.4%
|
|
|
479
|
Altiora Financial Group
Lebanon,
Ohio
|
$28.5M
|
+$1.39M
|
+4,178
|
+5%
|
|
|
480
|
Retirement Capital Strategies
San Jose,
California
|
$28.4M
|
-$1.2M
|
-3,617
|
-4%
|
|
|
481
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$28.3M
|
+$25.5M
|
+76,606
|
+966%
|
|
|
482
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$28.2M
|
-$27.9K
|
-84
|
-0.1%
|
|
|
483
|
VestGen Advisors
Inverness,
Illinois
|
$28.1M
|
-$145M
|
-435,207
|
-84%
|
|
|
484
|
Satovsky Asset Management
New York
|
$27.9M
|
+$704K
|
+2,116
|
+3%
|
|
|
485
|
NorthRock Partners
Minneapolis,
Minnesota
|
$27.9M
|
+$6.85M
|
+20,593
|
+33%
|
|
|
486
|
Stone Loft Wealth Management
West Chester,
Pennsylvania
|
$27.8M
|
+$27.6M
|
+82,870
|
New
|
|
|
487
|
Safe Harbor Family Capital
Chapel Hill,
North Carolina
|
$27.7M
|
+$27.5M
|
+82,597
|
New
|
|
|
488
|
Cypress Capital Advisors
Franklin,
Tennessee
|
$27.6M
|
+$1.3M
|
+3,903
|
+5%
|
|
|
489
|
Proficio Capital Partners
Newton,
Massachusetts
|
$27.2M
|
+$7.33M
|
+22,040
|
+37%
|
|
|
490
|
Horizon Wealth Management
La Grange,
Illinois
|
$27.2M
|
+$561K
|
+1,687
|
+2%
|
|
|
491
|
Precedent Wealth Partners
Houston,
Texas
|
$27.2M
|
-$102K
|
-307
|
-0.4%
|
|
|
492
|
Latigo Investments
Fort Lauderdale,
Florida
|
$27.1M
|
–
|
–
|
–
|
|
|
493
|
Financial Architects (Georgia)
Woodstock,
Georgia
|
$27.1M
|
-$505K
|
-1,517
|
-2%
|
|
|
494
|
Carter Financial
La Jolla,
California
|
$27M
|
+$26.8M
|
+80,598
|
New
|
|
|
495
|
Atomi Financial Group
New York
|
$27M
|
+$589K
|
+1,772
|
+2%
|
|
|
496
|
Empirical Wealth Management
Seattle,
Washington
|
$27M
|
-$2.76M
|
-8,307
|
-9%
|
|
|
497
|
Cordant Inc
Portland,
Oregon
|
$26.9M
|
+$435K
|
+1,309
|
+2%
|
|
|
498
|
SVRN Asset Management
Austin,
Texas
|
$26.7M
|
+$26.5M
|
+79,638
|
New
|
|
|
499
|
Northwest Wealth Management
Spencer,
Iowa
|
$26.6M
|
-$1.65M
|
-4,955
|
-6%
|
|
|
500
|
Pine Ridge Advisers
New York
|
$26.6M
|
-$10.5M
|
-31,463
|
-28%
|
|
