|
676
|
Ridgecrest Wealth Partners
Mill Valley,
California
|
$3.19M
|
+$2.92M
|
+4
|
New
|
|
|
677
|
Snowden Capital Advisors
New York
|
$3.19M
|
+$2.92M
|
+4
|
New
|
|
|
678
|
Summit Financial Strategies
Columbus,
Ohio
|
$3.19M
|
+$2.92M
|
+4
|
New
|
|
|
679
|
Vawter Financial
Columbus,
Ohio
|
$3.19M
|
+$2.92M
|
+4
|
New
|
|
|
680
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$3.19M
|
+$2.92M
|
+4
|
New
|
|
|
681
|
Chicago Trust
Grayslake,
Illinois
|
$3.19M
|
–
|
–
|
–
|
|
|
682
|
RhumbLine Advisers
Boston,
Massachusetts
|
$3.19M
|
-$11.7M
|
-16
|
-80%
|
|
|
683
|
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
|
$3.16M
|
-$729K
|
-1
|
-20%
|
|
|
684
|
Canvas Wealth Advisors
Shawnee,
Kansas
|
$3.12M
|
–
|
–
|
–
|
|
|
685
|
Financial Management Network
Mission Viejo,
California
|
$2.95M
|
–
|
–
|
–
|
|
|
686
|
Inscription Capital
Houston,
Texas
|
$2.54M
|
+$2.92M
|
+4
|
New
|
|
|
687
|
Farther Finance Advisors
San Francisco,
California
|
$2.4M
|
–
|
–
|
–
|
|
|
688
|
Venturi Wealth Management
Austin,
Texas
|
$2.4M
|
-$729K
|
-1
|
-25%
|
|
|
689
|
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
$2.4M
|
–
|
–
|
–
|
|
|
690
|
Zhang Financial
Portage,
Michigan
|
$2.4M
|
–
|
–
|
–
|
|
|
691
|
HFR Wealth Management
Niskayuna,
New York
|
$2.4M
|
-$217M
|
-297
|
-99%
|
|
|
692
|
Silver Lake Advisory
Cottonwood Heights,
Utah
|
$2.4M
|
-$217M
|
-297
|
-99%
|
|
|
693
|
Citadel Advisors
Miami,
Florida
|
$2.4M
|
-$3.65M
|
-5
|
-63%
|
|
|
694
|
Sanibel Captiva Trust Company
Sanibel,
Florida
|
$2.4M
|
-$729K
|
-1
|
-25%
|
|
|
695
|
American Alpha Advisors
New York
|
$2.4M
|
–
|
–
|
–
|
|
|
696
|
Atlas Legacy Advisors
Los Angeles,
California
|
$2.4M
|
–
|
–
|
–
|
|
|
697
|
Bank of New Hampshire
Laconia,
New Hampshire
|
$2.4M
|
–
|
–
|
–
|
|
|
698
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$2.4M
|
–
|
–
|
–
|
|
|
699
|
Boston Common Asset Management
Boston,
Massachusetts
|
$2.4M
|
–
|
–
|
–
|
|
|
700
|
Boston Trust Walden
Boston,
Massachusetts
|
$2.4M
|
–
|
–
|
–
|
|
