|
351
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$1.28M
|
–
|
–
|
–
|
|
|
352
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$1.27M
|
–
|
–
|
–
|
|
|
353
|
Concurrent Investment Advisors
Tampa,
Florida
|
$1.26M
|
+$1.03M
|
+29,740
|
+401%
|
|
|
354
|
Verus Capital Partners
Scottsdale,
Arizona
|
$1.26M
|
+$22.9K
|
+658
|
+2%
|
|
|
355
|
Westmount Partners
Los Angeles,
California
|
$1.23M
|
–
|
–
|
–
|
|
|
356
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.22M
|
-$1.24M
|
-35,579
|
-50%
|
|
|
357
|
Intelligent Financial Strategies
Excelsior,
Minnesota
|
$1.21M
|
–
|
–
|
–
|
|
|
358
|
KM Capital Management
Austin,
Texas
|
$1.2M
|
-$117K
|
-3,360
|
-9%
|
|
|
359
|
Midwest Trust
Overland Park,
Kansas
|
$1.2M
|
+$25.4K
|
+731
|
+2%
|
|
|
360
|
Tortoise Investment Management
White Plains,
New York
|
$1.2M
|
-$54.8K
|
-1,574
|
-4%
|
|
|
361
|
Natixis Advisors
Boston,
Massachusetts
|
$1.19M
|
+$809K
|
+23,248
|
+197%
|
|
|
362
|
Montis Financial
Waltham,
Massachusetts
|
$1.18M
|
+$5.22K
|
+150
|
+0.4%
|
|
|
363
|
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
|
$1.17M
|
+$30.3K
|
+870
|
+3%
|
|
|
364
|
Curio Wealth
Annapolis,
Maryland
|
$1.17M
|
+$27.9K
|
+801
|
+2%
|
|
|
365
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$1.15M
|
+$10.6K
|
+306
|
+0.9%
|
|
|
366
|
Baker Tilly Wealth Management
Madison,
Wisconsin
|
$1.13M
|
+$1.39K
|
+40
|
+0.1%
|
|
|
367
|
Innovative Asset Advisors Group
Shelton,
Connecticut
|
$1.12M
|
+$1.15M
|
+32,926
|
New
|
|
|
368
|
Americana Partners
Houston,
Texas
|
$1.11M
|
+$1.14M
|
+32,821
|
New
|
|
|
369
|
Lynx Investment Advisory
Washington, Dc,
District of Columbia
|
$1.11M
|
+$285K
|
+8,201
|
+34%
|
|
|
370
|
Arnold Financial Planning
Hiawatha,
Iowa
|
$1.1M
|
+$348
|
+10
|
+0%
|
|
|
371
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$1.1M
|
-$51.7K
|
-1,486
|
-4%
|
|
|
372
|
Physician Wealth Solutions
North Las Vegas,
Nevada
|
$1.1M
|
-$1.47M
|
-42,117
|
-57%
|
|
|
373
|
IEQ Capital
Foster City,
California
|
$1.09M
|
+$121K
|
+3,491
|
+12%
|
|
|
374
|
Stratos Investment Management
Beachwood,
Ohio
|
$1.08M
|
-$257K
|
-7,392
|
-19%
|
|
|
375
|
Evoke Wealth
Los Angeles,
California
|
$1.08M
|
+$19.8K
|
+569
|
+2%
|
|
