|
376
|
Asset Dedication LLC
San Francisco,
California
|
$8.7M
|
-$762K
|
-12,963
|
-7%
|
|
|
377
|
Sage Rhino Capital
Menlo Park,
California
|
$8.65M
|
-$2.05M
|
-34,866
|
-18%
|
|
|
378
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$8.65M
|
-$70.9K
|
-1,206
|
-0.7%
|
|
|
379
|
Halpern Financial
Ashburn,
Virginia
|
$8.59M
|
+$506K
|
+8,599
|
+6%
|
|
|
380
|
Cetera Advisors
Denver,
Colorado
|
$8.56M
|
-$2.71M
|
-46,069
|
-22%
|
|
|
381
|
Prudential Financial
Newark,
New Jersey
|
$8.51M
|
-$849K
|
-14,431
|
-8%
|
|
|
382
|
Crescent Grove Advisors
Lake Forest,
Illinois
|
$8.4M
|
-$1.57M
|
-26,702
|
-14%
|
|
|
383
|
Adaptive Financial Consulting
Beachwood,
Ohio
|
$8.36M
|
+$496K
|
+8,439
|
+6%
|
|
|
384
|
BOK Financial Private Wealth
Denver,
Colorado
|
$8.34M
|
+$2.38M
|
+40,414
|
+34%
|
|
|
385
|
Stokes Family Office
New Orleans,
Louisiana
|
$8.25M
|
-$38.8K
|
-660
|
-0.4%
|
|
|
386
|
Veery Capital
Wilmington,
Delaware
|
$8.25M
|
+$195K
|
+3,312
|
+2%
|
|
|
387
|
Choreo LLC
Rockford,
Illinois
|
$8.23M
|
+$4.72M
|
+80,229
|
+105%
|
|
|
388
|
Conning Inc
Hartford,
Connecticut
|
$8.17M
|
–
|
–
|
–
|
|
|
389
|
Summit Global Investments
Bountiful,
Utah
|
$8.12M
|
+$316K
|
+5,380
|
+4%
|
|
|
390
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$8.11M
|
-$105K
|
-1,791
|
-1%
|
|
|
391
|
Long Run Wealth Advisors
Lake Placid,
New York
|
$8.11M
|
+$640K
|
+10,884
|
+8%
|
|
|
392
|
Facet Wealth Inc
Baltimore,
Maryland
|
$8.07M
|
-$612K
|
-10,414
|
-7%
|
|
|
393
|
New England Asset Management
Farmington,
Connecticut
|
$8.06M
|
–
|
–
|
–
|
|
|
394
|
Summit Wealth Partners
Orlando,
Florida
|
$8.03M
|
-$86.1K
|
-1,465
|
-1%
|
|
|
395
|
Gofen & Glossberg
Chicago,
Illinois
|
$7.99M
|
-$92.8K
|
-1,578
|
-1%
|
|
|
396
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$7.97M
|
-$428K
|
-7,276
|
-5%
|
|
|
397
|
PDS Planning
Dublin,
Ohio
|
$7.92M
|
+$1.52M
|
+25,832
|
+21%
|
|
|
398
|
Aspiriant LLC
Los Angeles,
California
|
$7.75M
|
+$369K
|
+6,267
|
+4%
|
|
|
399
|
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
$7.72M
|
-$856K
|
-14,566
|
-9%
|
|
|
400
|
Capital Advisors Inc
Tulsa,
Oklahoma
|
$7.71M
|
-$166K
|
-2,819
|
-2%
|
|
