|
976
|
Orin Green Financial
San Diego,
California
|
$1.83M
|
-$1.89M
|
-34,422
|
Closed
|
|
|
977
|
Strategic Advocates
Logan,
Utah
|
$1.83M
|
+$1.27M
|
+23,064
|
+262%
|
|
|
978
|
Certuity
North Palm Beach,
Florida
|
$1.81M
|
-$92.4K
|
-1,680
|
-5%
|
|
|
979
|
LifeSteps Financial
Claremont,
California
|
$1.81M
|
-$4.62K
|
-84
|
-0.3%
|
|
|
980
|
|
$1.81M
|
+$1.49M
|
+27,096
|
+615%
|
|
|
981
|
Triangle Securities Wealth Management
Raleigh,
North Carolina
|
$1.81M
|
-$30.4K
|
-552
|
-2%
|
|
|
982
|
Capital Investment Advisors
Atlanta,
Georgia
|
$1.8M
|
+$473K
|
+8,604
|
+38%
|
|
|
983
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$1.8M
|
-$216K
|
-3,930
|
-11%
|
|
|
984
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$1.79M
|
-$240K
|
-4,356
|
-12%
|
|
|
985
|
Taylor Hoffman Wealth Management
Richmond,
Virginia
|
$1.79M
|
-$17.8K
|
-324
|
-1%
|
|
|
986
|
Whittier Trust
South Pasadena,
California
|
$1.79M
|
–
|
–
|
–
|
|
|
987
|
MV Capital Management
Bethesda,
Maryland
|
$1.78M
|
–
|
–
|
–
|
|
|
988
|
BKM Wealth Management
Brookfield,
Wisconsin
|
$1.78M
|
-$39.6K
|
-720
|
-2%
|
|
|
989
|
NEPC LLC
Boston,
Massachusetts
|
$1.78M
|
+$1.7M
|
+30,996
|
New
|
|
|
990
|
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
$1.77M
|
-$36.3K
|
-660
|
-2%
|
|
|
991
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$1.77M
|
+$116K
|
+2,112
|
+7%
|
|
|
992
|
Greenhouse Wealth Management
Westport,
Connecticut
|
$1.77M
|
+$1.65K
|
+30
|
+0.1%
|
|
|
993
|
Panoramic Investment Advisors
Denver,
Colorado
|
$1.76M
|
-$6.6K
|
-120
|
-0.4%
|
|
|
994
|
West Financial Advisors
Des Moines,
Iowa
|
$1.76M
|
-$227K
|
-4,128
|
-12%
|
|
|
995
|
Meeder Advisory Services
Dublin,
Ohio
|
$1.75M
|
-$157K
|
-2,856
|
-9%
|
|
|
996
|
Insigneo Advisory Services
Miami,
Florida
|
$1.75M
|
+$11.5K
|
+210
|
+0.7%
|
|
|
997
|
Trilogy Capital
Irvine,
California
|
$1.75M
|
-$52.5K
|
-954
|
-3%
|
|
|
998
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$1.75M
|
-$12.2K
|
-222
|
-0.7%
|
|
|
999
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$1.74M
|
-$19.1K
|
-348
|
-1%
|
|
|
1000
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$1.74M
|
-$2.31K
|
-42
|
-0.1%
|
|
