|
551
|
Copia Wealth Management
Bend,
Oregon
|
$2.12M
|
+$331K
|
+1,905
|
+20%
|
|
|
552
|
Claro Advisors
Boston,
Massachusetts
|
$2.1M
|
+$36.1K
|
+208
|
+2%
|
|
|
553
|
Sequent Planning
Omaha,
Nebraska
|
$2.1M
|
+$147K
|
+847
|
+8%
|
|
|
554
|
Sacks & Associates
Warren,
New Jersey
|
$2.1M
|
+$71.6K
|
+412
|
+4%
|
|
|
555
|
Cornerstone Wealth Management
St. Peters,
Missouri
|
$2.09M
|
+$281K
|
+1,617
|
+17%
|
|
|
556
|
Caprock Group
Boise,
Idaho
|
$2.09M
|
–
|
–
|
–
|
|
|
557
|
Terra Nova Asset Management
New York
|
$2.09M
|
+$1.39K
|
+8
|
+0.1%
|
|
|
558
|
First Horizon Corporation
Memphis,
Tennessee
|
$2.09M
|
-$1.29M
|
-7,425
|
-40%
|
|
|
559
|
Realta Investment Advisors
Wilmington,
Delaware
|
$2.07M
|
-$387K
|
-2,225
|
-17%
|
|
|
560
|
Wealthfront Advisers
Palo Alto,
California
|
$2.07M
|
+$327K
|
+1,882
|
+20%
|
|
|
561
|
Gerald Baker Financial Group
Arlington,
Texas
|
$2.07M
|
+$220K
|
+1,265
|
+13%
|
|
|
562
|
|
$2.06M
|
+$1.93M
|
+11,112
|
New
|
|
|
563
|
Successful Portfolios
Clearwater,
Florida
|
$2.05M
|
-$869
|
-5
|
-0%
|
|
|
564
|
Perigon Wealth Management
San Francisco,
California
|
$2.05M
|
-$348K
|
-2,002
|
-15%
|
|
|
565
|
Objective Capital Management
Pepper Pike,
Ohio
|
$2.04M
|
+$179K
|
+1,028
|
+10%
|
|
|
566
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$2.03M
|
+$188K
|
+1,081
|
+11%
|
|
|
567
|
Accel Wealth Management
Waverly,
Iowa
|
$2.03M
|
+$437K
|
+2,513
|
+30%
|
|
|
568
|
City Center Advisors LLC
Troy,
Michigan
|
$2.03M
|
-$235K
|
-1,354
|
-11%
|
|
|
569
|
AMI Investment Management
Kendallville,
Indiana
|
$2.02M
|
-$33.5K
|
-193
|
-2%
|
|
|
570
|
Confluence Investment Management
St. Louis,
Missouri
|
$2.02M
|
+$1.89M
|
+10,894
|
New
|
|
|
571
|
Redwood Financial Network
Solon,
Ohio
|
$2.02M
|
-$82.9K
|
-477
|
-4%
|
|
|
572
|
Fearless Solutions (Best Invest)
San Antonio,
Texas
|
$2M
|
+$41.5K
|
+239
|
+2%
|
|
|
573
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$2M
|
+$1.6M
|
+9,216
|
+589%
|
|
|
574
|
Tempo Wealth
Independence,
Ohio
|
$1.98M
|
+$133K
|
+764
|
+8%
|
|
|
575
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$1.97M
|
-$6.08K
|
-35
|
-0.3%
|
|
