|
676
|
Rialto Wealth Management
Syracuse,
New York
|
$928K
|
–
|
–
|
–
|
|
|
677
|
Heritage Family Offices
Scottsdale,
Arizona
|
$924K
|
-$30K
|
-399
|
-3%
|
|
|
678
|
GatePass Capital
Independence,
Ohio
|
$916K
|
-$451K
|
-6,002
|
-33%
|
|
|
679
|
American Financial Advisors
Marietta,
Georgia
|
$915K
|
-$51.9K
|
-690
|
-5%
|
|
|
680
|
Financial Perspectives
Minneapolis,
Minnesota
|
$899K
|
+$81.7K
|
+1,087
|
+10%
|
|
|
681
|
Moors & Cabot
Boston,
Massachusetts
|
$898K
|
+$126K
|
+1,681
|
+16%
|
|
|
682
|
Pointe Capital Management
Grosse Pointe Farms,
Michigan
|
$897K
|
+$188K
|
+2,505
|
+26%
|
|
|
683
|
25 LLC
St. Louis,
Missouri
|
$897K
|
+$902
|
+12
|
+0.1%
|
|
|
684
|
Stokes Family Office
New Orleans,
Louisiana
|
$897K
|
-$48.3K
|
-642
|
-5%
|
|
|
685
|
Fiduciary Alliance
Greenville,
South Carolina
|
$893K
|
+$857K
|
+11,408
|
New
|
|
|
686
|
Chilton Investment Company
Stamford,
Connecticut
|
$885K
|
–
|
–
|
–
|
|
|
687
|
Valeo Financial Advisors
Carmel,
Indiana
|
$882K
|
+$207K
|
+2,751
|
+30%
|
|
|
688
|
Cambient Family Office
Ada,
Michigan
|
$867K
|
–
|
–
|
–
|
|
|
689
|
Washington Trust
Westerly,
Rhode Island
|
$866K
|
+$648K
|
+8,617
|
+284%
|
|
|
690
|
Accurate Wealth Management
Wesley Chapel,
Florida
|
$861K
|
-$4.96K
|
-66
|
-0.6%
|
|
|
691
|
Freestone Capital Holdings
Seattle,
Washington
|
$861K
|
+$250K
|
+3,325
|
+40%
|
|
|
692
|
Nicolet Bankshares
Green Bay,
Wisconsin
|
$859K
|
+$625K
|
+8,321
|
+257%
|
|
|
693
|
Certuity
North Palm Beach,
Florida
|
$858K
|
+$868K
|
+11,547
|
New
|
|
|
694
|
Manhattan West Asset Management
Los Angeles,
California
|
$854K
|
–
|
–
|
–
|
|
|
695
|
Wealthfront Advisers
Palo Alto,
California
|
$841K
|
-$48.6K
|
-647
|
-5%
|
|
|
696
|
Talisman Wealth Advisors
Mountainside,
New Jersey
|
$838K
|
+$847K
|
+11,265
|
New
|
|
|
697
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$836K
|
+$105K
|
+1,400
|
+14%
|
|
|
698
|
Journey Strategic Wealth
Summit,
New Jersey
|
$832K
|
-$56.1K
|
-747
|
-6%
|
|
|
699
|
BWM Planning
The Woodlands,
Texas
|
$830K
|
–
|
–
|
–
|
|
|
700
|
Silverlake Wealth Management
Williston,
Vermont
|
$830K
|
+$427K
|
+5,679
|
+103%
|
|
