|
151
|
Capital Wealth Planning
Naples,
Florida
|
$959K
|
+$958K
|
+31,188
|
New
|
|
|
152
|
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
$940K
|
-$283K
|
-9,210
|
-23%
|
|
|
153
|
Roosevelt Investment Group
New York
|
$922K
|
–
|
–
|
–
|
|
|
154
|
Aspen Investment Management
Grand Rapids,
Michigan
|
$918K
|
-$144K
|
-4,700
|
-14%
|
|
|
155
|
Fagan Associates
Troy,
New York
|
$916K
|
-$65.9K
|
-2,146
|
-7%
|
|
|
156
|
Naples Global Advisors
Naples,
Florida
|
$915K
|
+$428K
|
+13,940
|
+88%
|
|
|
157
|
Pinnacle Family Advisors
Springfield,
Missouri
|
$835K
|
+$99.9K
|
+3,253
|
+14%
|
|
|
158
|
Norway Savings Bank
Portland,
Maine
|
$822K
|
+$62.1K
|
+2,023
|
+8%
|
|
|
159
|
Creative Planning
Overland Park,
Kansas
|
$809K
|
+$10.1K
|
+329
|
+1%
|
|
|
160
|
Centaurus Financial
Anaheim,
California
|
$779K
|
-$1.24M
|
-40,282
|
-61%
|
|
|
161
|
Chatham Capital Group
Savannah,
Georgia
|
$778K
|
–
|
–
|
–
|
|
|
162
|
Personal CFO Solutions
Chester,
New Jersey
|
$762K
|
+$760K
|
+24,758
|
New
|
|
|
163
|
Rock Point Advisors
Burlington,
Vermont
|
$756K
|
+$128K
|
+4,175
|
+20%
|
|
|
164
|
Belpointe Asset Management
Reno,
Nevada
|
$746K
|
+$101K
|
+3,282
|
+16%
|
|
|
165
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$730K
|
-$31.1K
|
-1,014
|
-4%
|
|
|
166
|
NTV Asset Management
Charleston,
West Virginia
|
$717K
|
–
|
–
|
–
|
|
|
167
|
Cable Hill Partners
Portland,
Oregon
|
$710K
|
-$76.8K
|
-2,500
|
-10%
|
|
|
168
|
Successful Portfolios
Clearwater,
Florida
|
$704K
|
-$16.9K
|
-549
|
-2%
|
|
|
169
|
Cerity Partners OCIO
New York
|
$681K
|
+$40.9K
|
+1,333
|
+6%
|
|
|
170
|
World Investment Advisors
Santa Barbara,
California
|
$666K
|
–
|
–
|
–
|
|
|
171
|
TCG Advisors
Austin,
Texas
|
$660K
|
+$95.8K
|
+3,119
|
+17%
|
|
|
172
|
Atria Investments
Charlotte,
North Carolina
|
$656K
|
+$45.4K
|
+1,479
|
+7%
|
|
|
173
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$646K
|
+$644K
|
+20,990
|
New
|
|
|
174
|
Bank of the West
Monterey Park,
California
|
$626K
|
+$92.1K
|
+3,000
|
+17%
|
|
|
175
|
Aspire Private Capital
Cornelius,
North Carolina
|
$617K
|
+$4.39K
|
+143
|
+0.7%
|
|
