|
551
|
Montis Financial
Waltham,
Massachusetts
|
$858K
|
–
|
–
|
–
|
|
|
552
|
DOHJ LLC
Seattle,
Washington
|
$853K
|
+$475K
|
+13,013
|
+112%
|
|
|
553
|
J.W. Coons Advisors
Columbus,
Ohio
|
$850K
|
-$18.2K
|
-500
|
-2%
|
|
|
554
|
Pettinga Financial Advisors
Evansville,
Indiana
|
$844K
|
+$502K
|
+13,746
|
+132%
|
|
|
555
|
Macroview Investment Management
Bethesda,
Maryland
|
$843K
|
+$51.7K
|
+1,418
|
+6%
|
|
|
556
|
EWG Elevate
Roseville,
California
|
$842K
|
+$34.8K
|
+954
|
+4%
|
|
|
557
|
Venturi Wealth Management
Austin,
Texas
|
$837K
|
-$22.1K
|
-606
|
-2%
|
|
|
558
|
Midwest Financial Group
Overland Park,
Kansas
|
$830K
|
-$5.47K
|
-150
|
-0.6%
|
|
|
559
|
Oak Family Advisors
Chicago,
Illinois
|
$819K
|
+$12.9K
|
+354
|
+2%
|
|
|
560
|
Private Trust Company
Cleveland,
Ohio
|
$814K
|
-$30.1K
|
-824
|
-3%
|
|
|
561
|
WealthBridge Capital Management
Westerville,
Ohio
|
$807K
|
+$20.5K
|
+563
|
+3%
|
|
|
562
|
Coldstream Capital Management
Bellevue,
Washington
|
$804K
|
+$6.71K
|
+184
|
+0.8%
|
|
|
563
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$801K
|
+$182
|
+5
|
+0%
|
|
|
564
|
Colony Family Offices
Charlotte,
North Carolina
|
$800K
|
–
|
–
|
–
|
|
|
565
|
Garde Capital
Seattle,
Washington
|
$798K
|
–
|
–
|
–
|
|
|
566
|
Wealth Quarterback
Toms River,
New Jersey
|
$798K
|
-$105K
|
-2,888
|
-11%
|
|
|
567
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$798K
|
+$23.2K
|
+635
|
+3%
|
|
|
568
|
Westside Investment Management
Santa Monica,
California
|
$797K
|
–
|
–
|
–
|
|
|
569
|
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
$795K
|
+$207K
|
+5,666
|
+33%
|
|
|
570
|
Doliver Advisors
Houston,
Texas
|
$795K
|
–
|
–
|
–
|
|
|
571
|
Terra Nova Asset Management
New York
|
$792K
|
–
|
–
|
–
|
|
|
572
|
Family Management
New York
|
$788K
|
–
|
–
|
–
|
|
|
573
|
Lake Street Private Wealth
Chicago,
Illinois
|
$786K
|
+$3.36K
|
+92
|
+0.4%
|
|
|
574
|
Natixis Advisors
Boston,
Massachusetts
|
$786K
|
-$198K
|
-5,419
|
-19%
|
|
|
575
|
Alpha Financial Partners
Lexington,
Kentucky
|
$782K
|
+$69.3K
|
+1,898
|
+9%
|
|
