|
301
|
RF&L Wealth Management
Acton,
Massachusetts
|
$1.24M
|
-$15.7K
|
-570
|
-1%
|
|
|
302
|
Cannon Financial Strategists
Athens,
Georgia
|
$1.24M
|
+$531K
|
+19,282
|
+84%
|
|
|
303
|
CVA Family Office
Denver,
Colorado
|
$1.24M
|
+$36.9K
|
+1,341
|
+3%
|
|
|
304
|
Prudent Man Investment Management
Louisville,
Colorado
|
$1.23M
|
–
|
–
|
–
|
|
|
305
|
Arista Wealth Management
Las Vegas,
Nevada
|
$1.22M
|
+$1.15M
|
+41,683
|
New
|
|
|
306
|
Morris Financial Concepts
Mount Pleasant,
South Carolina
|
$1.22M
|
-$4.82K
|
-175
|
-0.4%
|
|
|
307
|
KM Capital Management
Austin,
Texas
|
$1.18M
|
+$13.6K
|
+493
|
+1%
|
|
|
308
|
Brown Advisory
Baltimore,
Maryland
|
$1.17M
|
+$2.56K
|
+93
|
+0.2%
|
|
|
309
|
Spinnaker Investment Group
Newport Beach,
California
|
$1.16M
|
–
|
–
|
–
|
|
|
310
|
Market Street Wealth Management Advisors
Indianapolis,
Indiana
|
$1.15M
|
+$46K
|
+1,672
|
+4%
|
|
|
311
|
Fidelity Investments
Boston,
Massachusetts
|
$1.15M
|
+$378K
|
+13,740
|
+54%
|
|
|
312
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.14M
|
–
|
–
|
–
|
|
|
313
|
Fiduciary Alliance
Greenville,
South Carolina
|
$1.13M
|
+$1.06M
|
+38,488
|
New
|
|
|
314
|
Diversified Trust
Memphis,
Tennessee
|
$1.12M
|
–
|
–
|
–
|
|
|
315
|
Schubert & Co
Mckinney,
Texas
|
$1.12M
|
-$894K
|
-32,483
|
-46%
|
|
|
316
|
Wealthstream Advisors
New York
|
$1.12M
|
-$2.34K
|
-85
|
-0.2%
|
|
|
317
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.1M
|
–
|
–
|
–
|
|
|
318
|
Apollon Financial
Mount Pleasant,
South Carolina
|
$1.09M
|
+$39.3K
|
+1,429
|
+4%
|
|
|
319
|
Zhang Financial
Portage,
Michigan
|
$1.09M
|
+$4.6K
|
+167
|
+0.5%
|
|
|
320
|
Vanguard Group
Malvern,
Pennsylvania
|
$1.09M
|
+$4.02K
|
+146
|
+0.4%
|
|
|
321
|
Montis Financial
Waltham,
Massachusetts
|
$1.07M
|
-$20.8K
|
-754
|
-2%
|
|
|
322
|
M Wealth Management LLC
San Diego,
California
|
$1.06M
|
-$7.24K
|
-263
|
-0.7%
|
|
|
323
|
Westmount Partners
Los Angeles,
California
|
$1.06M
|
–
|
–
|
–
|
|
|
324
|
Sage Rhino Capital
Menlo Park,
California
|
$1.06M
|
-$46.2K
|
-1,677
|
-4%
|
|
|
325
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.05M
|
–
|
–
|
–
|
|
