|
151
|
Sutton Place Investors
Katonah,
New York
|
$1.35M
|
-$4.36K
|
-84
|
-0.3%
|
|
|
152
|
TAGStone Capital
Charlotte,
North Carolina
|
$1.27M
|
-$985
|
-19
|
-0.1%
|
|
|
153
|
Financial Insights
Tacoma,
Washington
|
$1.2M
|
+$1.29M
|
+24,919
|
New
|
|
|
154
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.15M
|
-$2.94M
|
-56,683
|
-70%
|
|
|
155
|
Quantum Financial Advisors
El Segundo,
California
|
$1.13M
|
+$1.09M
|
+20,961
|
New
|
|
|
156
|
LVZ Inc
Holland,
Michigan
|
$1.09M
|
+$1.18M
|
+22,681
|
New
|
|
|
157
|
BetterWealth
San Jose,
California
|
$1.08M
|
+$1.17M
|
+22,554
|
New
|
|
|
158
|
Equitable Holdings
New York
|
$1.07M
|
+$52
|
+1
|
+0%
|
|
|
159
|
Schoolcraft Capital
Boulder,
Colorado
|
$1.06M
|
-$577K
|
-11,119
|
-34%
|
|
|
160
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$1.05M
|
+$674
|
+13
|
+0.1%
|
|
|
161
|
SVB Wealth
Boston,
Massachusetts
|
$976K
|
+$282K
|
+5,436
|
+37%
|
|
|
162
|
Retirement Guys Formula
Maumee,
Ohio
|
$973K
|
+$202K
|
+3,894
|
+24%
|
|
|
163
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$971K
|
-$82.6K
|
-1,594
|
-7%
|
|
|
164
|
Abacus Wealth Partners
Santa Monica,
California
|
$945K
|
-$40.4K
|
-779
|
-4%
|
|
|
165
|
Websterrogers Financial Advisors
Florence,
South Carolina
|
$924K
|
-$148K
|
-2,862
|
-13%
|
|
|
166
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$919K
|
–
|
–
|
–
|
|
|
167
|
|
$913K
|
+$36.2K
|
+699
|
+4%
|
|
|
168
|
Sandy Spring Bank
Olney,
Maryland
|
$904K
|
+$976K
|
+18,823
|
New
|
|
|
169
|
Pathstone Family Office
Englewood,
New Jersey
|
$875K
|
+$945K
|
+18,227
|
New
|
|
|
170
|
Mutual Advisors
Omaha,
Nebraska
|
$861K
|
-$13K
|
-251
|
-1%
|
|
|
171
|
Curi Wealth Management
Raleigh,
North Carolina
|
$857K
|
+$787K
|
+15,174
|
+568%
|
|
|
172
|
Waterfront Wealth
Overland Park,
Kansas
|
$849K
|
+$74.5K
|
+1,436
|
+9%
|
|
|
173
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$809K
|
+$471K
|
+9,087
|
+117%
|
|
|
174
|
Asset Dedication LLC
San Francisco,
California
|
$808K
|
+$1.55K
|
+30
|
+0.2%
|
|
|
175
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$806K
|
+$2.23K
|
+43
|
+0.3%
|
|
