|
826
|
Roberts Wealth Advisors
Palo Alto,
California
|
$1.57M
|
+$75.5K
|
+301
|
+5%
|
|
|
827
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$1.56M
|
+$618K
|
+2,462
|
+67%
|
|
|
828
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$1.56M
|
-$29.6K
|
-118
|
-2%
|
|
|
829
|
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
|
$1.56M
|
+$47.2K
|
+188
|
+3%
|
|
|
830
|
Tranquility Partners
Brentwood,
Tennessee
|
$1.56M
|
-$16.3K
|
-65
|
-1%
|
|
|
831
|
Great Diamond Partners
Portland,
Maine
|
$1.56M
|
+$30.1K
|
+120
|
+2%
|
|
|
832
|
Advisor OS
Chicago,
Illinois
|
$1.55M
|
-$34.1K
|
-136
|
-2%
|
|
|
833
|
|
$1.55M
|
-$2.51K
|
-10
|
-0.2%
|
|
|
834
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$1.55M
|
-$29.1K
|
-116
|
-2%
|
|
|
835
|
Altman Advisors
Chicago,
Illinois
|
$1.54M
|
-$4.52K
|
-18
|
-0.3%
|
|
|
836
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$1.54M
|
+$25.6K
|
+102
|
+2%
|
|
|
837
|
Barbara Oil Co
Chicago,
Illinois
|
$1.53M
|
–
|
–
|
–
|
|
|
838
|
Freemont Management
Vaud,
Switzerland
|
$1.53M
|
–
|
–
|
–
|
|
|
839
|
Cigna Investments
Bloomfield,
Connecticut
|
$1.53M
|
-$518K
|
-2,064
|
-26%
|
|
|
840
|
Fairbanks Capital Management
Rancho Santa Fe,
California
|
$1.52M
|
-$45.4K
|
-181
|
-3%
|
|
|
841
|
Trail Ridge Investment Advisors
Fort Collins,
Colorado
|
$1.52M
|
–
|
–
|
–
|
|
|
842
|
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
|
$1.51M
|
-$34.4K
|
-137
|
-2%
|
|
|
843
|
|
$1.51M
|
-$6.52K
|
-26
|
-0.4%
|
|
|
844
|
Brighton Jones LLC
Seattle,
Washington
|
$1.5M
|
+$14.1K
|
+56
|
+1%
|
|
|
845
|
Phraction Management
Colchester,
Connecticut
|
$1.49M
|
-$1.14M
|
-4,540
|
-44%
|
|
|
846
|
StrongBox Wealth
Lee's Summit,
Missouri
|
$1.49M
|
-$423K
|
-1,685
|
-22%
|
|
|
847
|
AssetMark Inc
Concord,
California
|
$1.47M
|
+$469K
|
+1,869
|
+48%
|
|
|
848
|
Joel Isaacson & Co
New York
|
$1.46M
|
+$3.26K
|
+13
|
+0.2%
|
|
|
849
|
Concentric Wealth Management
Lafayette,
California
|
$1.46M
|
-$72.8K
|
-290
|
-5%
|
|
|
850
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$1.46M
|
+$30.6K
|
+122
|
+2%
|
|
