|
576
|
Independent Financial Group
San Diego,
California
|
$2.18M
|
+$387K
|
+9,036
|
+22%
|
|
|
577
|
Meridian Wealth Management
Lexington,
Kentucky
|
$2.18M
|
-$608K
|
-14,220
|
-22%
|
|
|
578
|
Empirical Wealth Management
Seattle,
Washington
|
$2.16M
|
+$487K
|
+11,382
|
+29%
|
|
|
579
|
Cypress Wealth Services
Palm Desert,
California
|
$2.15M
|
-$383K
|
-8,946
|
-15%
|
|
|
580
|
Orin Green Financial
San Diego,
California
|
$2.12M
|
-$761K
|
-17,778
|
-26%
|
|
|
581
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$2.1M
|
+$2.03M
|
+47,466
|
+40%
|
|
|
582
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$2.1M
|
+$68K
|
+1,590
|
+3%
|
|
|
583
|
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
|
$2.1M
|
+$385K
|
+9,000
|
+23%
|
|
|
584
|
Stokes Family Office
New Orleans,
Louisiana
|
$2.08M
|
-$27.2K
|
-636
|
-1%
|
|
|
585
|
BCS Wealth Management
Johnson City,
Tennessee
|
$2.07M
|
–
|
–
|
–
|
|
|
586
|
Collective Family Office
York,
Pennsylvania
|
$2.06M
|
-$160K
|
-3,750
|
-7%
|
|
|
587
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.04M
|
-$278K
|
-6,492
|
-12%
|
|
|
588
|
Evanson Asset Management
Carmel,
California
|
$2.04M
|
+$513
|
+12
|
+0%
|
|
|
589
|
Aspiriant LLC
Los Angeles,
California
|
$2.04M
|
+$1.36M
|
+31,836
|
+202%
|
|
|
590
|
Level Four Financial
Dallas,
Texas
|
$2.02M
|
+$158K
|
+3,702
|
+9%
|
|
|
591
|
Wolf Group Capital Advisors
Fairfax,
Virginia
|
$2.01M
|
-$47K
|
-1,098
|
-2%
|
|
|
592
|
SVB Wealth
Boston,
Massachusetts
|
$2.01M
|
+$153K
|
+3,570
|
+8%
|
|
|
593
|
|
$2M
|
+$2M
|
+46,800
|
New
|
|
|
594
|
Cedar Brook Financial Partners
Cleveland,
Ohio
|
$2M
|
+$307K
|
+7,176
|
+18%
|
|
|
595
|
AJ Wealth Strategies
New York
|
$1.99M
|
–
|
–
|
–
|
|
|
596
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$1.98M
|
-$823K
|
-19,248
|
-29%
|
|
|
597
|
Savant Capital
Rockford,
Illinois
|
$1.97M
|
+$66.5K
|
+1,554
|
+4%
|
|
|
598
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1.96M
|
-$27.5M
|
-643,620
|
-94%
|
|
|
599
|
Birchcreek Wealth Management
Miami Township,
Ohio
|
$1.96M
|
-$306K
|
-7,146
|
-13%
|
|
|
600
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$1.95M
|
-$136K
|
-3,168
|
-7%
|
|
